Phil Leib, CPA
Your Guide for Growth and Financial Security®
Services

Services to fit every need

As a White Plains CPA my traditional services include:

•  Accounting
•  Tax return preparation / help
    ... including Estate, trust, fiduciary and
    gift taxes
•  Personal Financial Planning services
   (PFP)
    ... Estate, Retirement and Elder Care
    financial planning
•  Financial advisory
•  Bookkeepi ng out sourced service
•  Financial statements - compiled, reviewed,
    certified, projected and pro forma
•  Audits - financial and operational
•  Business and strategic plans
•  Forensic valuation

Other professional services include:

•  Investment management
•  Insurance review
•  Business acquisitions, sales and mergers,
    including due diligence and investigation
•  Assistance to counsel in legal matters
•  Public testimony
•  Loan applications
•  Computer modeling
•  Internal control services
•  Software and computer installation and
    support
•  Temporary or part-time Chief Financial  

Additionally, I bring over 35 years of Industry Smart Expertise to my White Plains accounting and tax firm.

Examples:

  • Advertising
  • Construction
  • Entertainment
  • High worth individuals / families
  • Hospitality
  • Internet commerce
  • Manufacturing
  • Medical / Healthcare
  • Non-Profit
  • Publishing
  • Professional services
  • Real estate
  • Restaurants
  • Retailers
  • Service, trade contracting
  • Wholesalers

Solutions for Financial Growth

Serving all states

Independent Fee Only Services


117 Hillair Circle, White Plains, NY, 10605
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