BloomSchon CPAs LLC

BloomSchon CPAs LLC is a full-service accounting firm in Jericho, New York, founded in 1995. Its team of about 15 people works with businesses, professionals and families on accounts, tax and planning. The firm has particular depth in trusts and estates, partnership taxation and fiduciary accounting.

What BloomSchon CPAs LLC does

• Accounting and assurance: SSARS reviews and compilations, and audits of privately controlled companies and not-for-profits.
• Tax: preparation and forward planning for businesses and individuals, including partnership tax for multi-partner entities.
• Trust and estate work: tax returns, generation-skipping transfer planning and dynasty trust administration.
• Business advisory: guidance from start-up stage through to exit planning.
• Personal advisory: retirement and estate planning for entrepreneurs and wealthy families.

Customers and markets

Clients include small businesses, middle-market and privately held companies, not-for-profits, and high-net-worth individuals and families.

Key facts

• Based in: Jericho, New York
• Founded: 1995
• Team: about 15 professionals
• Specialisms: partnership taxation, trusts and estates, fiduciary accounting