About Us

The road to financial security is rarely a smooth and easy journey. Creating and following financial-management and tax-planning strategies that respond to today’s needs and tomorrow’s uncertainties can be daunting and overwhelming — even during the most stable and prosperous of times. However, in an environment where financial rules and regulations are in constant flux, lifestyle changes create complexities, and the economic situation is continually presenting challenges and opportunity, staying on top of your finances and tax issues is more important than ever.

William Stein, CPA provides comprehensive tax consulting, financial, and asset management services for individuals, families, and commercial entities throughout New York.

William Stein, CPA analysts are certified public accountants and business consultants with first-rate analytical and technological capabilities who also understand that our work goes beyond crunching numbers. It’s about developing relationships. It’s about building trust.

Our goal is to help clients lead better, more financially secure lives. Every client — whether the head of the household or the head of industry — is equally important at William Stein, CPA and receives the same amount of time, resources, and attention.

Click here to learn more about our services and how we may be able to help!