Weinstein & Weinstein

What Weinstein & Weinstein does

Weinstein & Weinstein, P.C. is a privately held, family-owned professional services firm that delivers accounting, tax planning and preparation, bookkeeping, and not-for-profit audit services. Founded in 1929 by Irving Topf as a niche practice serving Manhattan and Brooklyn wholesale produce businesses, the firm has since expanded to serve allied food industries, restaurants, bars and grills, grocery stores, individual professionals including athletes and actors, and a portfolio of not-for-profit organizations such as business improvement districts, family support organizations, performing arts groups, and homeowner associations.

The firm is headquartered in Teaneck, New Jersey (relocated from New York City in 1986) and operates a satellite office in Westchester, New York opened during the 2021-2022 tax year. Its core service lines are tax planning and preparation (individual and corporate), full-service bookkeeping including accounts payable and receivable management, and specialized not-for-profit audits. The practice does not rely on proprietary technology platforms; service delivery is partner-led and staff-augmented using conventional CPA workflows, supported by a Squarespace-hosted website with informational tax content.

Weinstein & Weinstein operates as a professional corporation under a multi-generational family ownership structure, with current partners Steven Weinstein (CPA, M.S. Taxation) and Debra Gomberg overseeing the practice alongside additional family members in administration and business development roles. Revenue is generated through professional service fees on what appear to be recurring annual engagements, primarily for SMB and individual clients sourced via referrals, civic-leadership networks, and community reputation in the New Jersey/New York metropolitan market. No external funding, parent company, or institutional ownership is disclosed.

Name

Weinstein & Weinstein

Legal name

Weinstein & Weinstein, PC

Website

https://weinsteinandweinstein.net

Company type

Private

Founded year

1929

Operating status

Operating

Headcount range

1–10 employees

Short description

Weinstein & Weinstein, P.C. is a family-owned New Jersey accounting firm founded in 1929 that provides tax planning, bookkeeping, and not-for-profit audit services to SMBs, individuals, and nonprofits across the New York/New Jersey metropolitan area.

Ownership category

akta.pro rank

Product category

Accounting Services

NAICS

Other Accounting Services (541219)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro industry

PRIMARYBPAHABAC

Accounting & Bookkeeping Services

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

Keywords

• Accounting services
• Tax preparation
• Bookkeeping services
• Not-for-profit audits
• Small business accounting

Headquarters

HQ city

Teaneck

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

Revenue model

1. Professional Accounting Services: The firm generates revenue through providing accounting, tax preparation, bookkeeping, and audit services to individuals and businesses. Revenue is likely derived from professional service fees, potentially including recurring annual engagements for tax preparation and ongoing bookkeeping services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Weinstein & Weinstein, P.C. is a professional accounting firm providing tax planning and preparation (individual and corporate), full-service bookkeeping and accounting (accounts payable, accounts receivable, financial record management), and specialized not-for-profit audit services for business improvement districts, family support organizations, performing arts organizations, and homeowner associations. The firm serves small/mid-size businesses, professionals, athletes, actors, and individual clients primarily across the New Jersey/New York metropolitan area.

Product overview

Weinstein & Weinstein is a full-service accounting firm offering a unified portfolio of professional services. The firm provides tax planning and preparation services (individual and corporate tax returns), comprehensive bookkeeping and accounting support, and specialized not-for-profit audit services for business improvement districts, family support organizations, performing arts, and homeowner associations. The firm services diverse clients including manufacturers, wholesalers, professionals, retailers, athletes, actors, and small businesses across the food industry, restaurants, grocery stores, and bar & grill establishments.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning & Preparation Services Comprehensive tax planning and preparation services for individuals and businesses, including individual tax returns, corporate tax returns, year-end tax planning, and multi-state tax filing expertise for clients who travel frequently.
• Bookkeeping Services Full-service bookkeeping and accounting responsibilities including accounts payable, accounts receivable, and financial record management for small and mid-size businesses.
• Not-for-Profit Audit Services Specialized audit services for not-for-profit organizations including business improvement districts, family support organizations, performing arts organizations, and homeowner associations.

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Broad incumbents

• H&R Block: National tax preparation chain with retail offices in New Jersey and New York. Overlaps with Weinstein & Weinstein's individual tax preparation services but at a low-cost, standardized model.
• Withum: Large regional accounting and advisory firm headquartered in New Jersey, serving SMBs, not-for-profits, and high-net-worth individuals. Overlaps in service lines and geography but operates at significantly larger scale.
• CohnReznick: Major advisory, tax, and accounting firm with significant New York/New Jersey operations. Competes for the same mid-market and not-for-profit audit work but offers broader capabilities.
• Marcum LLP: Top-15 U.S. accounting firm with strong Northeast presence including New Jersey offices. Provides the same core services (tax, audit, bookkeeping) plus broader advisory, competing for the same SMB clients at a larger scale.

Emerging players

• Bench (by Empower): Tech-enabled online bookkeeping and accounting service for small businesses. Represents the digital-first competition that could pressure traditional firms like Weinstein & Weinstein that have not adopted cloud-based delivery.

Direct peers

• Grassi & Co. Regional CPA and advisory firm serving SMBs, not-for-profits, and high-net-worth individuals in the NY/NJ metro. Comparable in service breadth (tax, audit, bookkeeping) and SMB focus.
• Wiss & Company: New Jersey-based accounting and advisory firm serving closely held businesses, individuals, and not-for-profits. Comparable in size, regional footprint, and service mix (tax, audit, bookkeeping) for SMB clients.
• Friedman LLP: Mid-sized regional accounting firm based in the Northeast (NY/NJ) serving SMBs, families, and not-for-profits. Comparable in client mix, geographic overlap, and core service offerings.
• PKF O'Connor Davies: Regional accounting and advisory firm headquartered in New York with significant New Jersey presence. Directly comparable as a multi-office regional firm serving SMBs, individuals, and not-for-profits with tax, audit, and bookkeeping services.

Regional players

• Anchin, Block & Anchin LLP: New York-based mid-sized accounting firm with similar SMB and not-for-profit practice areas. Comparable in service scope but operates at a larger scale in the same metro geography.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/weinstein-weinstein-p-c

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 Weinstein & Weinstein