Experience Matters - We Care About Your Project's Quality
At Liebert Associates, we're a full-service tax and accounting firm dedicated to helping small business owners make smarter financial decisions through better planning. Our team of top-tier business CPAs provides proactive tax strategy, monthly accounting, and tax preparation services tailored to meet the unique needs of our clients.
Our Approach
We've developed an approach to provide a modern CPA experience, focused on lowering your tax bill and organizing your finances. Our team of experts will work closely with you to understand your business goals and objectives, providing personalized services that cater to your specific needs. From tailored tax planning to accurate financials, business and personal tax filings, and dedicated advisory services, we've got you covered.
Our Services
Our comprehensive range of services is designed to help you overcome the challenges of running a small business. Our team of experienced CPAs will work with you to:
- Develop a proactive tax strategy that minimizes your tax liability and maximizes your savings
- Provide accurate and timely financials, including monthly accounting and bookkeeping services
- Prepare and file business and personal tax returns with confidence and accuracy
- Offer dedicated advisory services, including business consulting and financial analysis
- Provide guidance on employer equity, IRS audits, and mitigation strategies
Meet Our Team
Our team of experienced CPAs and accountants is dedicated to providing exceptional service and expertise to small business owners. With years of experience in tax, accounting, and corporate finance, our team is equipped to handle even the most complex financial challenges. Meet our team of experts:
- Brian Liebert, CPA & MBA, Founder
- Tommy Roberts, CPA, Tax & Accounting Manager
- Jennie Ledesma, CPA, Tax & Accounting Manager
- Linda Ramsay, CPA, Head of Operations
- Dena Darroch, MA, Accounting Director
- Laura Cozza, EA, Tax Director
- Chris Lemoncelli, CPA, Tax Manager
Get Started Today
Ready to take the next step? Have questions about how we can partner together to achieve your goals? Reach out today to schedule a call and discover how Liebert Associates can help you achieve financial clarity and success.
Overview
The reviews for Liebert & Associates are overwhelmingly positive, with all 12 authors giving a perfect 5-star rating. The majority of reviewers praise the company's professionalism, timeliness, and expertise. Several authors specifically mention being impressed with the personalized service they received, with team members going above and beyond to address their concerns and questions.
Experience with Brian Liebert
Several reviewers have had the opportunity to work with Brian Liebert, the founder of the company. While one reviewer, Sam L., was disappointed with Brian's service, citing that he had become complacent with the company's growth, seven reviewers praise Brian's work, describing him as excellent, helpful, and responsive.
Team Members
Multiple reviewers mention specific team members, including Sally Trauco, Linda Ramsay, and Chris Lemoncelli, who are described as knowledgeable, efficient, and responsive. Several reviewers mention working with multiple team members and having a positive experience with each.
Services
Reviewers praise the company's services, including tax preparation, filing, and advisory services. Many mention the ease of uploading documents and tracking progress through the company's user-friendly online platform.
Recommendations
The majority of reviewers highly recommend Liebert & Associates to friends and colleagues, citing the excellent service they received.
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