Berkowitz Pollack Brant

Berkowitz Pollack Brant Advisors + CPAs is an accounting and advisory firm. It takes a broad approach to income, estate, financial and business planning. Its site notes an announced plan for Baker Tilly to acquire the firm.

What Berkowitz Pollack Brant offers

• Assurance and advisory: audits, reviews, compilations and employee benefit plan audits.
• Tax consulting: US and international tax, state and local planning, and real estate tax.
• Business consulting: growth and profitability work, due diligence for mergers and outsourced finance leadership.
• Forensic services: business valuation, disputes, fraud and corruption investigations.
• Technology and outsourcing: cloud accounting, cybersecurity, automation and recruiting.
• Wealth planning: estate planning and private client services.

Who it works with

Family and closely held businesses, entrepreneurs, high-net-worth families, banks, healthcare providers, hospitality firms, retailers and real estate developers.

Key facts

• Practice type: CPAs and advisors
• Industry teams: construction, healthcare, hospitality, real estate, retail and banking