Martin Eisenstein CPA and Attorney at Law

CPA, legal and tax advisor to high net worth individuals and private equity executives and investors. Firm renders family office type boutique services where necessary to advise clients on operating business valuation and improvement, investments, risk, legal and accounting issues. I am a Certified Exit Planning Advisor. We have operated virtually since 2009 and are fully capable of rendering the most complex services quickly and efficiently, on an international platform. My current practice is designed to fulfill my mission: to help families maximize the value of their businesses. I take my long experience and training as a business manager, general counsel and CFO, and guide and advise my multifamily clients and their children and grandchildren... with a vibrant team, some young, some young at heart! To start, we do a complete review of your tax filings. For qualifying business owners and investors, we almost always save our new clients FAR MORE than the costs to retain us. Then, I take clients through a program I offer my clients called, "5 Steps to Financial Freedom". The first step is to work to identify your goals and dreams, and make sure we understand where you want to arrive and what you want to achieve. Next, we prepare a current financial map and scorecard so you can determine exactly where you are at on the journey. We then create a tax plan and tax optimization to enhance the wealth you'll need to achieve your goals. Since events outside your control like disability or health issues could pose problems, we work to protect you in those circumstances. Finally, we work with you to make sure that your legacy is left to your heirs and beneficiaries in the way you envision!