Accountant
CurrentI'm an accountant specializing in corporate, individual, and partnership tax strategy and returns, with concentrations in bookkeeping, financial projections, and financial advice. Working at Kenneth M. Weinstein, CPA, CFP, I am knowledgeable in tax compliance and strategic financial planning.My role is not only crunching numbers but also building relationships. I enjoy connecting with clients, understanding their needs, and providing tailored financial solutions that drive their success. Whether it's optimizing tax strategies or reconciling a corporation's financials, I deliver insights that empower and protect our clients.In my arsenal, I am well-versed in Lacerte, QuickBooks, and Excel, leveraging their capabilities to streamline processes and enhance accuracy. Additionally, my proficiency in IT work and CFS payroll processing systems ensures smooth operations across various financial tasks.