Halpern and Associates tri-state area, will give you the opportunity to work closely with an accountant who will make your satisfaction a top priority. We can help you manage your personal or professional finances, and we’ll complete all necessary work well before any deadlines. You’ll be able to breathe a little easier when it comes to your accounting concerns.
Upholding our excellent reputation is very important to us, so our staff believes it’s important to give everyone accurate and detailed service. In addition, we can render those services in either English or Spanish. We’re fully qualified and affiliated with the:
Contact Halpern and Associates today to speak to an experienced accountant who will give you as much time and attention as you require. We serve clients throughout Connecticut and the Tri-State Area.
Halpern and Associates provides a variety of solutions for sophisticated fund managers and investors where an independent third party verifies the results of their investments. This allows money managers to comfortably keep their clients connected to their investments. Halpern and Associates provides specialized accounting, consulting and administrative services for domestic and off-shore hedge funds, fund of funds as well as personal accounts.
By allowing Halpern and Associates to provide our services it allows our clients to focus on their trading platforms, raising capital funds and investor relations. Our clientele range from emerging managers to advisors with hundreds of millions under management. Halpern and Associates are well known in the field as a respected and dedicated partner that strives to meet the specific needs of each client in a timely manner.
Administrative services offered:
Our staff is experienced in providing broker-dealer audit services which include compliance with the increased regulatory requirements, and financial statement presentation.We also provide anti-money laundering (AML) independent reviews, RIA surprise examinations, accounting, and tax services for our broker-dealer clients. We are registered with the Public Company Accounting Oversight Board (PCAOB). As a PCAOB registered firm, we have the skills and commitment necessary to provide a quality audit at an affordable price.
We also serve as the Financial and Operations Principals (FINOP) for Broker-Dealers which includes :
Halpern & Associates, LLC provides a full range of tax planning, advisory, and compliance services. Our highly experienced and dedicated tax team takes a hands-on approach to every engagement. We can provide you with strategic and effective tax planning services and advice that will help you move forward to where you want to be, enjoying more of your assets while minimizing taxes. Whether you want to structure a property transfer, reorganize your business, defer or reduce taxes, we will help you with our professional and proven tax planning solutions.Some of the services we provide include:
Whether you're a small business owner, a manager at a mid-sized corporation, or a self-employed freelancer, the team at Halpern and Associates LLC is at your service. We offer comprehensive bookkeeping services designed to keep your finances in check.
Keeping track of financial transactions such as purchases, sales, and payments takes a fair amount of time, energy, and patience. As a business owner or manager, you probably have a lot of other things on your plate. So don't struggle to keep up with all that number-crunching and paperwork. Our bookkeeping services are designed to make your life easier so that you can focus on what you do best.
At Halpern and Associates LLC, we're dedicated to client satisfaction, and we're prepared to go the extra mile to earn your business and trust. We pride ourselves on attention to detail in all that we do, and we're ready to put our skills and knowledge to work for you. For more information about our bookkeeping services or to schedule a consultation, call us today.
Whether you own a small business with just a few employees or are in charge of running a large company with multiple locations, you can benefit from the business consulting services offered by Halpern and Associates LLC.
We work with:
At Halpern and Associates LLC, we understand the complexities involved in running a business. That's why we'll go out of our way to tailor our services to suit your specific needs. Whether you're looking for general accounting assistance or more in-depth financial planning and support, we have the skills to help streamline your business and maximize the goals you are looking to achieve. In fact, working with us may actually save you money in the long run, not to mention time and energy.
Why hire full time employees when outsourcing the duties of a CFO or FINOP can greatly enhance your effectiveness and profitability. Halpern and Associates has been on both sides and is up to date on all industry regulations and trends. Let Halpern and Associates take care of all of your company’s needs and requirements at a fraction of the cost.
At Halpern & Associates tri state area we offer the highest degree of professionalism in servicing our clients. 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 staff provides a wide range of personalized and quality services
At Halpern & Associates, LLC, we provide Administrative, Accounting and Management Advisory Services to broker-dealers, onshore and offshore hedge funds and investment advisors. The scope of our services includes providing organizational structure, operational efficiencies, and compliance reporting requirements to financial managers while keeping them educated on emerging issues that will impact them.
Halpern & Associates provides a full range of tax planning, advisory, and compliance services. Our highly experienced and dedicated tax team takes a hands-on approach to every engagement. We can provide you with strategic and effective tax planning services and advice that will help you move forward to where you want to be, enjoying more of your assets while minimizing taxes. Whether you want to structure a property transfer, reorganize your business, defer or reduce taxes, we will help you with our professional and proven tax planning solutions.yourself and your beneficiaries.
By allowing Halpern and Associates to provide our services it allows our clients to focus on their trading platforms, raising capital funds and investor relations. Our clientele range from emerging managers to advisors with hundreds of millions under management. Halpern and Associates are well known in the field as a respected and dedicated partner that strive to meet the specific needs of each client in a timely manner
By allowing Halpern and Associates to provide our services it allows our clients to focus on their trading platforms, raising capital funds and investor relations. Our clientele range from emerging managers to advisors with hundreds of millions under management. Halpern and Associates are well known in the field as a respected and dedicated partner that strive to meet the specific needs of each client in a timely manner
