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Estate & Trust Planning & Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Goldburd & Co. LLP’s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.

Litigation Support & Forensic Accounting

Goldburd & Co. LLP litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation.

Financial & Retirement Planning

Goldburd & Co. LLP’s goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans,insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Goldburd & Co. LLP can ensure that your portfolio will take into account tax implications for an advantageous after-tax return.


Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Goldburd & Co. LLP can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

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