The Goldstein Firm

Accounting firm in Memphis, TN (show on map)

4.0

★★★★☆

7 reviews

The Goldstein Firm is an accounting firm at 5100 Poplar Ave # 720, Memphis, TN, offering tax, accounting and financial services.

Call (901) 766-7510

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About

The Goldstein Firm is an accounting firm based at 5100 Poplar Ave # 720, Memphis, TN. It provides tax management, accounting, financial and retirement planning, estate and trust preparation, and business advisory services to individuals and businesses.

Contact the firm to confirm current services.

Member of the AICPA and the Tennessee Society of CPAs

Every client works directly with a partner

Certified Financial Planner (CFP) available

Rule 31 Listed mediator certified by the Tennessee Supreme Court

Secure client portal for file upload and download

Services

Tax Management Services

Tax planning and preparation strategies to minimize liabilities and maximize cash flow. The firm stays current on tax laws to optimize financial opportunities for clients.

Certified Financial Planner (CFP)

Holistic financial planning for retirement, education, taxes, investments, estate planning, debt reduction, and insurance.

Accounting Services

General ledger preparation, bookkeeping, accounting system setup, payroll processing, cash flow budgeting, and corporate tax planning.

Assurance and Advisory Services

Compilations, financial statement preparation, entity selection and restructuring, business valuations, financial projections, debt advising, and mergers and acquisitions support.

QuickBooks Accounting Help and Assistance

Personal training, installation, setup, ongoing support, and review of QuickBooks accounting and payroll functions.

Litigation Support and Forensic Accounting

Quantification of economic loss, financial record analysis, fraud and theft investigation for commercial litigation, divorces, and bankruptcies.

Credentials & Certifications

Member of the AICPA and the Tennessee Society of CPAs

Reviews

Rating

★★★★☆

Reviews

Frequently Asked Questions

What financial planning services does The Goldstein Firm offer? +

The firm provides holistic financial planning covering retirement, education funding, taxes, investment advice, estate planning, debt reduction, and insurance planning through its Certified Financial Planner.

What industries does The Goldstein Firm serve? +

The firm serves individuals and businesses across a variety of industries, providing personalized financial and tax guidance.

Can The Goldstein Firm help with business mergers and acquisitions? +

Yes, the firm provides professional support to structure and negotiate deals, including due diligence, fair pricing, tax structure optimization, and financial impact assessment.

Does the firm offer mediation services? +

Yes, the firm has a Rule 31 Listed mediator certified and approved by the Tennessee Supreme Court for mediation, arbitration, and alternative dispute resolution.