Samuel Goldstein & Co., CPA

What Samuel Goldstein & Co., CPA does

Samuel Goldstein & Co., CPA is a privately held, multi-generational CPA and advisory firm founded in 1951 by Samuel Goldstein and currently led by second-generation principal Stu Goldstein. The firm operates from a single office in Great Neck, New York, and is independently owned with no external investors, parent company, or institutional capital. It delivers services through direct consultative engagement, emphasizing personal advisor-client relationships over transactional compliance work, and supports client interaction via a ShareFile-based 24/7 client portal.

The firm's service portfolio spans six core offerings: tax planning and return preparation (including multi-state compliance), employee benefit plan audits (401(k), 403(b), defined contribution/benefit, health & welfare, with DOL/IRS compliance and Form 5500 preparation), BOCA outsourced back-office accounting (bookkeeping, payroll, financial reporting, controllership), LifeCycle integrated planning, real estate investor advisory, and a proactive "Driving Opportunity" advisory practice. Sub-brands include TaxMap (year-round tax planning), BOCA, and LifeCycle Planning. The technology stack is standard professional services tooling — unspecified tax/accounting software plus QuickBooks integration and ShareFile for document exchange — with no proprietary platform or AI capabilities disclosed.

The firm targets a diversified client base across multiple segments: entrepreneurs, family-operated companies, privately held businesses, large corporations, high-net-worth individuals, employee benefit plan sponsors (single and multiemployer), labor unions, and real estate investors. Revenue is generated through custom engagement-based professional services and managed services fees, with no public pricing or revenue disclosure. Marketing relies on educational content (blog, newsletter) and professional association memberships (AICPA, NAPA, International Foundation of Employee Benefit Plans), and the firm holds the highest AICPA peer review rating on its recurring three-year review cycle.

Name

Samuel Goldstein & Co., CPA

Legal name

Samuel Goldstein & Company

Website

https://sgcpas.com

Company type

Private

Founded year

1951

Operating status

Operating

Headcount range

1–10 employees

Short description

Samuel Goldstein & Co. is a multi-generational CPA and advisory firm in Great Neck, NY, offering tax planning, employee benefit plan audits, outsourced accounting (BOCA), life-cycle planning, and advisory services to entrepreneurs, family businesses, privately held companies, HNW individuals, and benefit plan sponsors since 1951.

Ownership category

akta.pro rank

Product category

Accounting & Tax Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industries

Business Owner & Executive Financial Planning (FSAEAAAO), Strategic Partnerships, Alliances & JVs Advisory (BPAHADAI), Estate & Legacy Planning Advisory (FSAEAAAG), Real Estate Tax, Incentives & Cost Segregation Advisory (BPAJANAJ)

Keywords

• CPA advisory services
• Tax planning services
• Outsourced bookkeeping
• Employee benefit audits
• Small business accounting

Headquarters

HQ city

Great Neck

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Tax Planning & Return Preparation: Comprehensive business and personal tax planning, tax return preparation and filing, multi-state tax compliance, and tax consulting services for individuals and businesses.
2. Employee Benefit Plan Audits: Audit services for 401(k), 403(b), defined contribution, defined benefit, health & welfare plans, including DOL and IRS compliance and Form 5500 preparation.
3. Client Accounting / BOCA Services: Back office accounting administration including bookkeeping, payroll processing, financial reporting, and controllership services. Offered as outsourced accounting department.
4. Financial Advisory & Consulting: Advisory services including lifecycle planning, strategic planning, exit/succession planning, estate planning, and real estate investment advisory.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Samuel Goldstein & Co. is a CPA and advisory firm delivering outsourced accounting (BOCA), year-round tax planning (TaxMap), integrated life and business planning (LifeCycle), employee benefit plan audits (including 401(k) and DOL compliance), real estate investor advisory, and proactive business advisory services. Offerings are packaged as named, branded engagements for entrepreneurs, family-owned businesses, privately held companies, large corporations, labor unions, and high-net-worth individuals.

Product overview

Samuel Goldstein & Co. is a multi-generational CPA and advisory firm offering a comprehensive suite of professional services centered around accounting, tax planning, and business advisory. The core offerings include BOCA (Back Office Client Administration) for outsourced accounting functions, TaxMap Planning for year-round tax strategy, LifeCycle Planning for integrated personal and business planning, Real Estate Services, 401(k) Plan Audits, and Driving Opportunity Advisory services. These services are delivered through a combination of in-house expertise and a client-facing Client Portal for secure file sharing and collaboration.

Differentiator

Problem solved

Functional benefit

Brands

• TaxMap: A comprehensive tax planning pathway that keeps clients apprised of their tax situation throughout the year, helping to mitigate uncertainty and surprises around tax burden.
• BOCA (Back Office Client Accounting)

Products and services

• BOCA (Back Office Client Administration) Comprehensive outsourced accounting service that handles bookkeeping, payroll, bill paying, invoicing, financial reporting, and business tax planning and preparation. Can function as a client's entire accounting department or provide specific accounting functions, including QuickBooks training and implementation.
• TaxMap Planning Comprehensive tax planning pathway that includes Pro Forma analysis based on a series of questions, periodic adjustments to projections, and proactive identification of tax mitigation strategies and revenue opportunities throughout the year, keeping clients apprised of their tax situation.
• LifeCycle Planning Proprietary planning philosophy that addresses the interconnection between business/career stages and personal/family life events, including births, education, marriage, retirement, estate planning, and business exit or generational transition.
• Real Estate Services Advisory services for real estate investors including income strategy, wealth-building strategy, and tax strategy support. Covers property management, transactions, exit planning, and portfolio analysis.
• Employee Benefit Plan Audits (401(k), 403(b), Defined Contribution/Benefit, Health & Welfare) Comprehensive employee benefit plan audit services including qualified plan audits (401(k), 403(b), pension), ERISA reporting, IRS Form 5500 preparation, and DOL compliance support for single and multiemployer plans.
• Driving Opportunity Advisory Advisory service focused on uncovering business opportunities, strategic planning, and helping entrepreneurs discover potential through proactive guidance and education rather than reactive compliance.

Quantifiable outcome

• Clients typically save 20%-35% in costs with outsourced BOCA accounting vs. in-house

Named customers3 records

Segments8 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

Partnerships

One partnership is on record.

• International Foundation of Employee Benefit PlanscoreOthersProfessional membership organization providing resources, education, and networking for employee benefit plan professionals. SG&C is a member, leveraging the organization's resources to maintain expertise in complex and changing benefit plan requirements.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• WithumSmith+Brown, PC: Mid-Atlantic / NY-based CPA and advisory firm with strong employee benefit plan audit practice and outsourced accounting services for SMBs and family businesses; directly comparable in EBP audit specialization.
• Grassi & Co. NY-based multi-service CPA firm providing tax, audit, BOCA outsourced accounting, and advisory to entrepreneurs and family-owned businesses; closest direct competitor in size and value proposition.
• Anchin, Block & Anchin LLP: Mid-sized NY-based CPA and advisory firm offering tax, audit, BOCA-style outsourced accounting, and business advisory to entrepreneurs, family businesses, and HNW individuals; directly comparable in service mix and target market.
• EisnerAmper LLP: Large NY-based accounting and advisory firm with tax, audit, real estate advisory, and outsourced accounting practices serving privately held businesses, family offices, and benefit plans; comparable service breadth and regional focus.
• PKF O'Connor Davies: Top-20 US accounting and advisory firm headquartered in NY with tax, audit, employee benefit plan services, and business advisory for privately held companies and individuals; overlapping service lines and client base.

Broad incumbents

• CohnReznick LLP: Top-20 national accounting firm with significant NY presence offering tax, audit, real estate advisory, and outsourced accounting; broader portfolio but directly overlapping capabilities for mid-market and family-owned clients.
• Marcum LLP: Top-15 national CPA and advisory firm with strong NY office offering tax, audit, EBP audits, and outsourced services; larger scale incumbent with overlapping service mix for similar client segments.
• Baker Tilly US, LLP: Top-10 national advisory and accounting firm with tax, audit, EBP audit, and business advisory practices serving privately held businesses; broader geographic reach but comparable mid-market focus.

Regional players

• Belfint Lyons Shuman: Mid-sized Delaware-based CPA firm serving closely held businesses, nonprofits, and benefit plans with audit, tax, and advisory services; comparable regional mid-market firm profile.
• Denove Group CPAs: Smaller CA-based CPA firm specializing in tax planning, outsourced accounting, and advisory for entrepreneurs and HNW individuals; comparable boutique advisory model though geographically separate.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Samuel Goldstein & Co., CPA