Paul D. Bornstein CPA

What Paul D. Bornstein CPA does

Paul D. Bornstein CPA, L.L.C. is a solo-practitioner Certified Public Accounting firm headquartered at 40 Lincoln Avenue, Livingston, New Jersey, that has served individuals and small to medium-sized businesses for over 40 years. The firm offers a comprehensive suite of professional services including tax preparation, tax planning, bookkeeping, payroll, financial statement preparation, financial planning, retirement and estate planning, business consulting, and IRS audit representation. The founder, Paul D. Bornstein, holds active CPA licensure in New Jersey, New York, and Florida and is a member of the AICPA, the relevant state CPA societies, the National Society of Tax Professionals, and the American Institute of Tax Studies.

The firm's underlying technology stack is standard rather than proprietary: it relies on conventional accounting software for engagement work and uses a third-party secure client portal (MyFirmFiles) for document exchange with clients. There is no disclosed in-house platform, API, SDK, or AI/ML capability, and the digital presence is limited to a service-description website (paulbcpa.com), a weekly tax tips column, a monthly newsletter, and tax-related videos.

The business model is straightforward professional services revenue: fees are charged per engagement on a pay-as-you-go basis with no publicly disclosed fee schedules, and a complimentary one-hour initial consultation is offered to convert prospects. The go-to-market is sales-led and almost entirely referral-driven, with the principal personally handling every client engagement rather than delegating to staff. The firm is bootstrapped, single-member LLC owned entirely by the founder, with no external investors, parent company, subsidiaries, or disclosed partnerships.

Name

Paul D. Bornstein CPA

Legal name

Paul D. Bornstein CPA, L.L.C.

Website

https://paulbcpa.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Paul D. Bornstein CPA is a solo-practitioner CPA firm in Livingston, NJ, providing tax preparation, bookkeeping, payroll, financial planning, and business consulting to hundreds of individuals and SMBs across New Jersey, New York, and Florida, with the founder personally serving every client.

Ownership category

akta.pro rank

Headquarters

HQ city

Livingston

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Services (Tax and Accounting): Fee-based professional services including tax preparation, tax planning, bookkeeping, payroll services, financial statement preparation, and financial planning. Services are billed on a per-engagement basis with affordable, competitive fees. The firm emphasizes personalized service with the owner handling all client work directly.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Paul D. Bornstein CPA, L.L.C. is a single-practitioner full-service accounting firm that delivers tax preparation and planning, bookkeeping, payroll, financial statement preparation, financial planning, retirement and estate planning, and business consulting services to individuals and small to medium-sized businesses. The owner personally handles every client engagement, supported by standard accounting software and a secure client portal for document exchange.

Product overview

Paul D. Bornstein CPA, L.L.C. is a full-service accounting firm offering a comprehensive suite of financial and tax services. The firm's core offerings include Bookkeeping Services, Financial Planning, Financial Statements, Recordkeeping, Tax Planning, Tax Preparation, and Other Services (covering business consulting, acquisitions, estate planning, and succession planning), along with Payroll Services. The firm caters to individuals and small to medium-sized businesses, providing personalized tax, accounting, and financial advice delivered directly by the principal accountant.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Preparation of federal and state tax returns for individuals, investors, and businesses, with tax-cutting strategy consultation included.
• Tax Planning Proactive tax strategy development including income splitting, deduction shifting, tax deferral, and investment structuring for tax efficiency.
• Bookkeeping Services Full-service bookkeeping including bill payment, accounts payable management, bank reconciliations, sales journals, and general ledger maintenance.
• Financial Statements Preparation of compiled, reviewed, or audited financial statements with guidance on using statements for business management and profitability.
• Financial Planning Personal financial planning including savings strategies, investment diversification, balance sheet preparation, and retirement planning.
• Recordkeeping Tax record management guidance including what records to keep, retention periods, and organizational systems.
• Payroll Services Full payroll processing including quarterly and annual payroll tax report preparation.
• Other Services (Business Consulting and Advisory) Advisory services including business problem solving, business sales and acquisitions, lease-buy decisions, business expansion, real estate transactions, projections and budgets, retirement planning, inventory control, equipment purchases, office systems, insurance review, pension and profit sharing, estate planning, divorce tax planning, education expense planning, and business succession planning.

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• Jackson Hewitt: National tax-prep franchise chain competing for individual and small-business tax clients through a retail footprint—an alternative channel for the same customer segment.
• Intuit (TurboTax / QuickBooks): Dominant DIY tax and small-business accounting software provider; TurboTax and QuickBooks compete directly with the firm's individual and SMB tax/bookkeeping services for cost-sensitive clients.
• Marcum LLP: Top-20 US accounting firm with a strong NJ presence serving closely held businesses and high-net-worth individuals—overlaps directly on tax, accounting, and advisory services at much larger scale.
• H&R Block: National mass-market tax preparation retailer competing for the same individual tax-prep clients, particularly at the lower-complexity end of the firm's book.

Regional players

• Sobel & Co. NJ-based full-service CPA firm providing tax, accounting, audit, and advisory services to SMBs and individuals in the same tri-state market.
• Withum: Top-30 NJ-headquartered full-service CPA and advisory firm offering tax, accounting, audit, and wealth services to individuals and SMBs—directly comparable geographic and service-line overlap with the subject firm but at materially larger scale.
• Sax LLP: NJ-based mid-market accounting and advisory firm serving closely held businesses and individuals—directly comparable client profile and geographic footprint.
• Friedman LLP: NJ/NY-based mid-tier CPA firm providing tax, accounting, and advisory services to SMBs and individuals—comparable client base and tri-state footprint, scaled well beyond a solo practitioner.

Emerging players

• Botkeeper: AI-driven bookkeeping and accounting platform targeting SMBs and the CPA firms that serve them; an emerging substitute for traditional bookkeeping services.
• Pilot: Tech-enabled bookkeeping, accounting, and CFO services for SMBs; competing for the same small-business bookkeeping and accounting clients the firm serves, with a software-led delivery model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights7 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 Paul D. Bornstein CPA