Zigman Levine & Fischgrund CPAs

What Zigman Levine & Fischgrund CPAs does

Zigman, Levine & Fischgrund CPA's, P.C. is a privately held certified public accounting firm headquartered in Garden City, New York, operating continuously since 1950. The firm is structured around three CPA partners — Julian Fischgrund (certified 1957), Theodore "Tom" Levine (certified 1983), and Sol Zigman (certified 1975) — and offers a horizontal professional services portfolio spanning tax preparation and year-round planning for individuals, corporations, partnerships, and fiduciaries; bookkeeping and GAAP-compliant financial statements; payroll processing; estate, gift, and trust tax services; compilation, review, and audit services; and business consulting including start-up formation and operational auditing.

The firm's delivery model combines in-person consultations at the Garden City office with global remote service delivery via email, fax, mail, and document scanning. Technology infrastructure is sourced through a core partnership with AccountantsWorld: clients access a 24x7 internet-based Payroll Relief platform for self-service payroll data entry, direct deposit, ACH tax payments, W-2/1099 processing, and QuickBooks import. Supporting online resources include financial calculators, paycheck calculators, a Tax Center portal, a Payroll Center, and a client testimonial submission flow.

Commercially, the firm runs on engagement-based and subscription pricing — quote-based for payroll services, pay-as-you-go billing across professional services — with a complimentary initial consultation offered to new clients. Customer segmentation is diversified across individuals, corporations, partnerships, start-ups, and non-profits. Marketing is primarily content-driven through the firm website (szlcpa.com) and reinforced by memberships in the American Institute of CPAs, NYS Society of CPAs, National Conference of CPA Practitioners, and AccountantsWorld. No revenue, headcount, funding, or acquisition activity is disclosed.

Name

Zigman Levine & Fischgrund CPAs

Legal name

Zigman, Levine & Fischgrund CPA's, P.C.

Website

https://szlcpa.com

Company type

Private

Founded year

1975

Operating status

Operating

Headcount range

1–10 employees

Short description

Zigman, Levine & Fischgrund is a three-partner CPA firm in Garden City, NY, providing tax preparation, bookkeeping, payroll processing, and business consulting to individuals, corporations, partnerships, start-ups, and non-profits in the New York metro area with global remote service delivery.

Ownership category

akta.pro rank

Headquarters

HQ city

Garden City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Accounting and Bookkeeping Services: Full range of bookkeeping and accounting services including receivables, payables, payroll management, checkbook maintenance, bank reconciliation, and GAAP-compliant financial statements.
2. Tax Preparation and Planning: Tax return preparation for federal, state, and local returns for individuals, corporations, partnerships, and fiduciaries. Year-round tax planning strategies.
3. Estate, Gift and Trust Tax Services: Preparation of federal and state estate, gift, and trust tax returns plus estate planning advisory services including business succession plans and gifting strategies.
4. Payroll Processing Services: Internet-based payroll processing with personalized service. Handles payroll data entry, tax payments, electronic filing, W-2 processing. Reasonably priced alternative to national payroll services.
5. Business Consulting: Operational auditing, organizational efficiency improvements, profitability structuring, business formation consulting, retirement plan design.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Zigman, Levine & Fischgrund CPA's, P.C. is a partner-owned certified public accounting firm offering a unified suite of professional services including tax preparation and year-round tax planning for individuals, corporations, partnerships, and fiduciaries; complete bookkeeping and accounting including GAAP-compliant financial statements; compilation, review, and audit services; estate, gift, and trust tax return preparation; business consulting (operational auditing, profitability, entity formation, retirement plan design); and internet-based payroll processing via AccountantsWorld's Payroll Relief platform accessible 24x7.

Product overview

Zigman, Levine & Fischgrund PC is a certified public accounting firm offering a unified suite of professional services rather than a modular software platform. The core service portfolio centers on Tax Services (preparation and planning), Payroll Relief (an internet-based payroll processing system accessible 24x7), Estate/Gift/Trust Tax Return Preparation, Bookkeeping/Accounting, Compilation/Review/Audit Services, and Business Consulting. Supporting these core offerings are web-based tools including Financial Calculators and Paycheck Calculators hosted via accountantsworld.com. The firm also provides a Payroll Center with links to external resources including IRS tools, state EFT systems, Social Security services, and Department of Labor resources.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Tax return preparation and year-round tax planning for individuals, corporations, partnerships, and fiduciaries, covering federal, state, and local returns with strategies to minimize tax liability.
• Estate, Gift and Trust Tax Return Preparation Federal and state estate, gift, and trust tax return preparation services plus estate planning advisory, business succession plans, and gifting strategies.
• Bookkeeping/Accounting Services Complete bookkeeping and accounting services including receivables, payables, payroll management, checkbook maintenance, bank reconciliation, and GAAP-compliant financial statement preparation.
• Compilation, Review and Audit Services Professional compilation, review, and audit services including compiling financial records into GAAP-compliant financial statements, limited-scope review testing, and complete audit attestation.
• Business Consulting Business consulting services including operational auditing, organizational efficiency improvements, profitability structuring, and assistance with business formation and entity type selection.
• Payroll Relief Payroll Processing Internet-based payroll processing system allowing clients to enter payroll data over a secure connection 24x7 from any device. Handles federal and all 50 states plus DC and Puerto Rico, multiple pay types and payroll schedules, multiple locations, direct deposit, ACH tax payments, electronic filing, W-2/1099 processing, third-party checks, sick/personal/vacation tracking, 401(k) administration, pay-as-you-go workers' comp, and QuickBooks import.

Quantifiable outcome

• 50 years combined professional experience

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature3 records

Partnerships

One partnership is on record.

• AccountantsWorldcoreTechnology or IntegrationTechnology partnership providing internet-based payroll processing system (Payroll Relief), financial calculators platform, and other online tools and resources. The firm leverages AccountantsWorld's software platform for client service delivery.

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• RSM US: Global mid-market audit, tax, and consulting firm with major U.S. presence, serving middle-market businesses. Comparable in service breadth though larger scale and more focused on middle-market vs. small business.
• Withum: Top-30 U.S. accounting and advisory firm with East Coast concentration, providing tax, audit, advisory, and outsourced services to SMB and middle-market clients. Comparable as a broader incumbent competing for the same NY regional client base.

Direct peers

• PKF O'Connor Davies: Mid-market CPA and advisory firm headquartered in the NY metro area (Purchase, NY), serving closely-held businesses, individuals, and nonprofit organizations. Direct comparable in regional NY CPA services.
• Marks Paneth LLP: New York-based mid-market accounting firm offering tax, accounting, auditing, and advisory services to closely-held businesses and individuals. Comparable in service breadth, regional footprint, and SMB/individual client mix.
• Citrin Cooperman: Mid-market CPA and advisory firm with significant Northeast presence, serving closely-held businesses, individuals, and nonprofit organizations. Comparable in service mix (tax, accounting, audit, advisory) and SMB client focus.
• Marcum LLP: Top-15 U.S. accounting firm with strong Northeast presence, providing tax, audit, advisory, and outsourced accounting services to middle-market businesses. Direct comparable as a regional full-service CPA firm.
• Anchin, Block & Anchin LLP: Mid-market CPA and advisory firm headquartered in New York City serving closely-held businesses, family offices, and high-net-worth individuals. Direct comparable in the NY metro full-service CPA market with similar tax, accounting, and consulting offerings.
• Grassi & Co. NY/NJ-based CPA and business advisory firm serving middle-market businesses with tax, audit, accounting, and outsourced CFO services. Direct comparable in regional mid-market CPA segment.

Emerging players

• H&R Block: National consumer tax preparation franchise with both DIY software and assisted in-person/online services. Comparable as an alternative to the firm for individual and small-business tax preparation, competing on price and accessibility.
• Intuit (TurboTax / QuickBooks Live): Software-led tax preparation (TurboTax) and accounting/AI-assisted tax advisory (TurboTax Live, QuickBooks Live). Comparable as a technology-enabled competitor threatening the firm's individual tax and small-business bookkeeping economics.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Zigman Levine & Fischgrund CPAs