Your trusted partner for all your accounting, tax, and financial planning needs.
Welcome to James, Surman & Goldberg, CPA!
With our dedicated team of experts and a legacy of excellence spanning over three decades, we are poised to provide you with the highest standard of service.
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About Us
James, Surman & Goldberg is a pillar of tax and accounting expertise in Boca Raton. Since our inception in 1988, our guiding mission has been to provide top-tier tax, accounting, and consulting services that are individually tailored to each client’s unique needs.
Our blend of traditional values and innovative approaches allows us to guide clients through the complexities of financial management and planning effectively. We are more than just an accounting firm, we are partners committed to helping our clients build a prosperous future.
01.
Excellence Through Collaboration
We believe in the power of collaboration—both internally within
our diverse team and externally with our valued clients.
02.
Integrity in Action
We uphold the highest ethical standards, ensuring transparency,
honesty, and accountability in our interactions.
At James, Surman & Goldberg, we offer an array of comprehensive services that leverage the latest technological advances and industry best practices.
Our aim is to provide you with holistic solutions that align with your unique financial needs:
Tax Consultation
and Compliance
Our experts specialize in the preparation and filing of various types of federal and state income tax returns, including those for individuals, LLCs, corporations, S corporations, partnerships, estates, and trusts.
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Accounting and Bookkeeping Services
We provide tailor-made accounting solutions, including comprehensive bookkeeping, payroll services, and financial reporting.
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Business Advisory
Services
From entity selection to financial decision-making, our business advisory services encompass strategies to maximize your potential while mitigating risks.
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technology
We harness cutting-edge
technology to drive
transformative solutions for
businesses worldwide.
01.
Research.
02.
Strategy.
03.
Implementation.
We're on a mission to
redefine success by empowering businesses globally.
01.
02.
03.
Discovery and Analysis
We commence by diving deep into understanding your business, challenges, and objectives.
Tailored Strategy Development
Leveraging the insights gathered, we craft a bespoke strategy tailored to your specific needs and goals.
Implementation and Execution
Our team collaborates closely with yours to implement the devised plans effectively.
Ready to unlock your business's full potential? Let's embark on a transformative journey together.
Contact us today and discover how our tailored consulting solutions can drive your success!
Call us: (561) 338-0028
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