With offices in New York City, Long Island and Connecticut, CAB provides tax, accounting and business advisory services across major markets to a diverse clientele, including high net-worth individuals and affluent multi-generational families, real estate investors and developers, exempt organizations and healthcare providers such as hospitals, physicians and the proprietary businesses serving them.
Our Approach
Our approach to providing services begins with a comprehensive understanding of the unique personal, business and financial circumstances of each client. This understanding, coupled with the knowledge and experience of our professionals, provides the foundation necessary to build sound client relationships with sustained, long-term exemplary results.
We continually improve client services by:
- Employing the most talented and qualified professional staff,
- Investing in state of the art technology, and
- Proactively reviewing our clients' needs
Two principles underpin our work efforts:
1) The Last Minute Surprise
In today's environment, accounting rules and pronouncements, tax laws and government regulations change rapidly. Much more is needed than occasional counseling to plan and act on critical accounting, tax, investment and regulatory challenges. We believe that continual involvement with clients on important and emerging issues will result in effective and beneficial overall service. Our clients see and hear from us regularly, which brings potential challenges and opportunities to the surface on a real-time basis, thereby eliminating the “Last Minute Surprise.”
2) A Spirit of Working Together
We are a firm that understands our clients' objectives and their plans to meet them. We believe in seamlessly working together with our clients, engaging in open and honest discussions, pooling our resources, and concentrating on solutions. We work to continually develop our relationships, and we commit the effort of our professional staff to the personal attention expected by our clients.
Peer Review
We are proud that our firm is a member of the AICPA Private Companies Practice Section. We have again received an unqualified opinion in connection with our Peer Review for the most recent triennial period.
A Peer Review is an independent evaluation, conducted by a "peer firm,” of the quality control policies and procedures of a firm's accounting and auditing practice. All members of the American Institute of Certified Public Accountants are required to have this review performed every three years. The review is performed to ensure that all members of the American Institute of Certified Public Accountants maintain a high level of service. We have always taken great pride in the caliber of our work and this Peer Review recognition only reaffirms our belief.