• Accounting
        • Your financial statements should show a complete picture of your business, and lay the foundation to help you create a strategy for the future.
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        • Tax
        • Tax returns prepared to ensure we minimize your liability and keep more of your earnings over the long term.
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        • Business Advisory
        • From proper entity selection at the inception of a business to developing an exit strategy, we are here to guide you in making informed decisions that are goal driven and take into consideration the materiality of your financial situation.
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        • QuickBooks
        • We maximize your QuickBooks investment by customizing the software to meet your specific needs and industry best practices.
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        • Litigation Support
        • We employ strong analytical and communication skills to produce evidence that supports your position in cases of a dispute or negotiation.
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        • M&A Advisory
        • Whether you are selling, acquiring or expanding, we are well equipped to ensure you respond to opportunities swiftly and with confidence.
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        • SJG
        • Manufacturing & Distribution
        • Success in manufacturing and distribution hinges on your ability to manage numerous details with accuracy and foresight into how they impact current and future operations.
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        • Consulting Services
        • You focus on your core competencies, customer service and strategy and we’ll keep you from getting caught off-guard by daily financial tasks or overwhelmed by growth.
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        • Medical
        • Patient care is your primary concern. Providing the best clinical experience for your patients continues to get more difficult and costly. Delivery models are changing from fee for service to quality based.
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        • Legal
        • Running a legal firm is a balancing act with high stakes. Your reputation hinges on your ability to support clients with responsiveness and accuracy.
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        • Real Estate
        • Real estate is characterized by large material gains and losses. Every transaction has the potential to impact your accounting and tax situation.
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        • Technology
        • Perhaps more than any other industry, technology companies must have an infrastructure built to scale. A culture of continuous iteration requires an ability to account for a fluctuating profit margin.
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        • Professional Services
        • With a consultative, integrated approach to accounting, tax and consulting services for businesses and individuals, we work hand in hand with you to achieve your goals.
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        • SJG
Trust and Estate

Financially focused guidance and disciplined trust and estate tax compliance with a personal approach.

Laying a foundation for your legacy takes a lifetime. Whether you are building a business, raising a family or preparing for retirement, you can trust us for proactive, responsible stewardship and wise financial advice focused on your stage of life.

S.J. Gorowitz Accounting & Tax Services is a recognized, experienced authority in trust and estate issues. We build abiding relationships with our clients, asking questions, listening and making sure we understand your financial profile and goals. We engage other financial and legal professionals as needed to secure tax compliance and accounting components of your estate. With the right pieces in place, we design and maintain appropriate mechanisms that can extend the impact of your financial legacy for generations to come.

Trust and Estate Services

  • Annual gifting and gift tax returns
  • Charitable foundations
  • Charitable Remainder Trusts and Foundations
  • Estate tax returns
  • Family Limited Liability Companies
  • Trust tax returns
  • Special Needs Trusts

You are disciplined. So are we.

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