Carl Weinberg & Co.

Carl Weinberg & Co. is a CPA firm based in Warwick, Rhode Island, covering tax, accounting and consulting. Its staff take a hands-on role, acting almost as part of a client's management team. Although rooted in Rhode Island, it serves clients in nearly every US state, with many in California, New York and Florida, as well as some overseas.

What Carl Weinberg & Co. offers

• Business and individual tax — tax preparation and planning for companies and private clients.
• Estate and gift tax planning — helping people plan how accumulated assets pass on.
• Financial statement audit and assurance — compilations, reviews and audits to meet reporting needs.
• Business advisory — consulting on growth and, where wanted, preparing owners to exit.
• Wealth planning — financial planning for individuals.

Who it works with

Owner-managed businesses, private individuals and not-for-profits, with a stated niche in sports and arts clients. Remote technology lets it serve distant clients as it does local ones.

Key facts

• Based in: Warwick, Rhode Island, USA
• History: 40 years in practice
• Reach: clients in most US states and abroad