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Accounting & Financial Services

For businesses, individuals, & families

Business Services

We work closely with business owners to help them meet their goals by assisting in analyzing their businesses and discussing future plans. Through closely working with management, clients improve their bottom line by increasing revenues, monitoring expenses and reducing taxes.  Although Picker & Auerbach is located in the heart of Brooklyn, New York, our team works with businesses located throughout the world. Call us today to learn more about our business services.
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IRA Distribution Planning

With many individuals having a large portion of their wealth in retirement accounts, retirement distribution planning allows clients to achieve a comfortable retirement, set up a legacy for beneficiaries, and comply with the myriad tax obligations. By making sure the account distributions are properly managed and all laws are complied with, clients pay the least amount of taxes and accumulate the maximum amount possible under individual circumstances.
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Estate Planning

You’ve worked extremely hard to get to where you’re at financially. Our goal is to protect that wealth accumulation through strong strategic planning and implementation. We help to assure that accumulated wealth will flow to the proper beneficiaries, with the least diminution due to estate expenses and taxes. We strive in the areas tax efficiency and coordination with other aspects such as family support which result in the maximum amount of wealth transfer for the family.
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Financial Services Planning

How healthy is your current financial plan?  Our team helps make those dreams a reality.  Financial planning takes on many different meanings depending on each client’s personal needs and goals. Fact gathering and analysis results in individual plans that are set up, monitored and adjusted as needed. We take pride in seeing the comfort level that a client achieves by knowing that they are on the road to meeting their financial goals is priceless.
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Tax Preparation & Planning

This is one of the most important areas of financial planning and management. We help our clients by assuring compliance with one’s tax obligations on a timely basis, as well as planning for ways to minimize future taxes. Our firms really separates itself through our knowledge of ways to reduce current and future tax obligations obviously results in more money in the client’s pocket. We tackle tax preparation and planning for both businesses and individuals.
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Total Support

We stand behind our work 100%. We do this through excellent customer support, education, and continued planning. Our goal is to be with you as you grow each year. Our team can work with your business, your personal finances, and your family estate. Never again worry about how your going to deal with your estate finances moving forward. Picker and Auerbach works with clients from all parts of the globe so no matter where you’re located, our team is here to support you.
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Financial Planning Made Easy

  • Conceptualization

    You've thought about where you want to go, now its time to develop a plan.

  • Brainstorming

    Get together with Picker & Auerbach and discuss the various alternatives as we map out the pros and cons of each.

  • Execution

    Let's get your plan into action. We work closely with your other advisors in implementing your plan.

  • Refining

    Your financial plan is a roadmap but things change with time. Our team monitors the process and makes changes as needed.

Learn more about Picker & Auerbach today

Contact Us

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