Kenneth M. Gerstein, CPA

Many factors affect your financial health. When we work together, I’ll ask you about all of them. I make no assumptions. Instead, no matter whether the job is large or small, I ask lots of questions, making sure that I understand your goals, your situation, and how all the pieces fit together. If you like, I can act as your financial coordinator, working with your attorney, financial planner, and other key advisors to make sure your financial life is smooth and seamless.

Money and taxes can be intimidating. You want answers, not obstacles. When you work with me, there’s no gatekeeper, no hierarchy to work your way through, and no 9 to 5 mentality. I’ll answer as many questions as you have, and I’ll communicate with you as often as you require so that you can sleep well at night.