About us

WELCOME TO Halpern & Associates

Halpern & Associates of the tri-state area is located in Fairfield County, Connecticut and has been serving the local community for over 30 years. We are highly regarded for our accounting and consulting practices and over the years have worked with a large variety of satisfied clients, including brokerage firms, investment partnerships, small businesses, individuals and corporations. Our varied client base gives us the expertise that enables us to provide the services that meet your needs.

  • Auditing
  • Broker Dealer Financial Services
  • Tax Preparation
  • Bookkeeping
  • Hedge Fund Administration
  • Small Business Consulting

Our History

Halpern & Associates, LLC has been helping businesses grow since 1982. Our varied clientele spans a wide range of philosophies and types of structures. Our strength comes from our professional staff whose knowledge and capabilities have given us an excellent reputation throughout the region. We offer auditing, accounting services, administrative services, and tax planning and preparation.

At Halpern & Associates, LLC we pride ourselves on our commitment to providing superior personal service utilizing the experience and competency of our professionals. Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. We have the resources and business acumen necessary for the ever-changing business environment in which we now live.

Our Clients

The complexities of the accounting profession are always evolving and, for that, the firm is committed to ongoing professional development. “It’s important to maintain our state-of-theindustry expertise. We were one of the first firms in Connecticut to become registered with the PCAOB, and we continually keep up to date on current accounting, regulatory and tax issues by attending AICPA seminars and conducting weekly, in-house continuing education sessions. At the heart of the firm’s successful signature approach to service, Halpern says, is teamwork. “When a client engages us,we don’t just assign a person to their business. We engage the entire firm on their behalf so we are able to draw upon the different backgrounds and skills of the entire team. This is where our teamwork approach pays off. “We are a service business,” concludes Barbara, “and our clients seek our services for the caliber of our competencies. By approaching our business with a dedication to excellence in all we do, we create confidence and trust in Halpern & Associates.

Our Team

As a family owned and operated firm our team members are of the utmost importance to us and our clients. We pay close attention to our clients’ goals and build long lasting business relationships. At Halpern & Associates, we seek to offer an alternative for organizations needing both quality services and individualized attention. It has been our philosophy to afford our clients the same professionalism as the larger firms, while offering them the personalized, hands-on service of a smaller firm. While clients receive financial services, they also receive a lot more. Our staff looks at an entire organization and then formulates solutions for any areas of improvement we discover. We understand the importance of involvement and, as such, we ensure that all aspects of client engagements are monitored. Our clients know that we are always available and knowledgeable about their business. It is our belief that a high degree of involvement allows for increased efficiencies. Our clients speak directly with the decision maker to work through any issues.

See Our Article in Forbes

a word from our clients

People who trust us
Our previous auditors made the experience of being audited everything you think about. Halpern and Associates worked side by side with us swiftly through what was normally a painful drawn out process. Halpern and Associates changed all of that. Auditors don't have to be the enemy.
Halpern and Associates has been taking care of my hedge fund administration for over 6 years. In a business environment that requires timeliness and the utmost attention to detail they have always come through for me. I would recommend them to any fund manager looking for top notch personalized fund service.
Fantastic accounting firm manned by a friendly professional staff. I would highly recommend this accounting firm to anyone.
Halpern and Associates worked hard to get us the best return they could! They were timely and made filing easy peasy... Specificaly, we worked with Zack Halpern - he is awesome!
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