About Our Firm

 

Our Firm

Lerman, Sweeney & Company, LLP is a boutique accounting and consulting firm that helps clients navigate the many challenges of owning, operating and expanding a business. We have been in business for more than 35 years and are proud of the many long-term client relationships we have established.

We approach each client from the perspective of a trusted advisor — looking at the broader picture and how short and long-term strategies and decision-making can add value to their businesses.

We have extensive experience in review and tax engagements. We have prepared complex reviewed financial statements on both GAAP and income tax basis, and have extensive experience in detailed and complete footnote presentations.

We have a strong background in entity income tax preparation. Based on our years of experience, we are well versed in Partnership, S Corp and Corporate tax matters. In addition, we strive to incorporate our planning engagement to ensure seamless integration and transition through the complex flow from the financial engagement to entity and individual tax returns.

Our goal with every engagement and every client is to add value. We will always strive to find matters for discussion and recommendations that will be brought to management for consideration and implementation. We believe that the ability to present and work through difficult matters can only strengthen the relationships with our clients.

What truly sets Lerman, Sweeney & Company, LLP apart from other firms is our level of personalized service and ability to step back and look at the long-term picture for our clients. Our client relationships often extend beyond the traditional tax season to encompass year round communications and consulting. We realize that businesses have accounting and financial needs throughout the year and are readily available to our clients to help.

All engagements are staffed based on a variety of factors, including the requirements of the individual client. A partner of the firm always has ultimate accountability to the client. However, each engagement is staffed by experienced and very capable members of our organization.