Liebert Associates

Welcome to our full-service tax and accounting firm, where we are committed to helping small business owners make smarter financial decisions through better planning. Our team of top-tier business CPAs brings a modern approach to tax and accounting services, making it easier for you to run your business.

Our approach is centered on providing tailored tax planning, accurate financials, combined with business and personal tax filings. Our aim is to give you financial clarity all year round, while ensuring that you take advantage of potential tax savings. With us, you'll have a dedicated advisor who you can reach out to anytime, supported by an amazing team of experienced professionals and talented accountants.

Our Services

*Proactive Tax Strategy*

Say goodbye to the guesswork often associated with tax planning. Our tax planning service takes place throughout the year, ensuring you know where you're headed, and have made the most of potential tax savings.

*Accurate Financials*

With our expert help, you can rest assured that you'll have a complete, accurate, and bulletproof set of financials for your business. This provides the financial clarity you need to make informed decisions for your business.

*Business + Personal Tax Filings*

We have developed a seamless process for filing business and personal taxes, freeing you from the stress often associated with this time of year. Our team of experts ensures that your tax returns can withstand even the closest scrutiny.

*Dedicated Advisor*

As our client, you'll be assigned a dedicated advisor, who you can reach out to anytime. Your advisor, supported by our amazing team, will help you achieve your financial goals and ensure that you're not missing out on potential tax savings.

Meet Your Accounting Team

Our people set us apart from the competition. We've handpicked a team of some of the most talented and passionate accountants and professionals in the industry. We empower them by getting out of their way, so they can provide you with the highest level of service.

• *Brian Liebert, CPA & MBA (Founder)* has a wealth of experience in business consulting, advisory services, and personal and business tax filings.
• *Tommy Roberts, CPA (Tax & Accounting Manager)* brings over 20 years of experience in tax, accounting, and corporate finance.
• *Jennie Ledesma, CPA (Tax & Accounting Manager)* specializes in helping small business owners and high net worth individuals with their accounting and tax needs.
• *Linda Ramsay, CPA (Head of Operations)* brings over 20+ years of accounting and big 4 experience.
• *Dena Darroch, MA (Accounting Director)* runs our Client Accounting Services team with a master's degree in accounting.
• *Laura Cozza, EA (Tax Director)* has extensive experience as an IRS Auditor and offers expertise in IRS audits & mitigation.
• *Chris Lemoncelli, CPA (Tax Manager)* focuses on employer equity and individual & business tax filings.
• *Yan Jiang, EA (Tax Manager)* specializes in tax resolution and individual & business tax filings.
• *Lesh Lim, RTRP (Tax Associate)* brings over 4 years of experience in taxation and focuses on tax filings and stock & equity compensation.
• *Earl Dominic, RTRP (Tax Associate)* is a certified public accountant specializing in taxation and accounting.
• *Emily Montefusco, MS (Office Administrator)* keeps things running smoothly, supporting all back-office functions.

Get started with us today and experience the difference of working with a team that truly cares about your business's financial success.