Alan Edelstein, JD, CPA, had the courage to leave a promising young lawyer career to pursue his passion for accounting. Alan realized his dream on June 3, 1968, by founding Edelstein & Co. in a small office in the heart of downtown Boston. His vision was to start an auditing and tax practice. He and his two other original founding partners, Walter Goldstein, JD, CPA, and Jerry Jarasitis, CPA, knew rich individuals and families and owners of operations by exchanging information with them and understanding their problems. They wanted to develop timely, detailed, and accurate financial information and practical advice to help clients see their options and make the best decisions possible.
We understand that tendering accurate, regular, and timely financial information is a necessary, non-negotiable quality of a successful company. Such activities enable management to review such financials periodically and measure profit and control cash flow, two essential management functions. In addition, owners and executives of companies can use accounting systems to produce desirable data, enabling them to make effective, informed decisions about their businesses and future growth opportunities.
Frequently asked questions
6 questions
What do Edelstein & Co clients say about the work?
Clients frequently praise the professionalism and friendly nature of the team, particularly noting Emily Mathews and Michelle for their exceptional customer service. Reviewers highlight the firm's ability to provide clear and effective tax advice, contributing to a positive experience.
How long does it take to get a response from Edelstein & Co?
While most clients report timely responses, one reviewer experienced a delay of over three months regarding a personal tax return. However, this issue was resolved by the firm after a couple of months.
Can I expect personalized financial advice from this practice?
Yes, Edelstein & Co focuses on providing personalized financial advice tailored to the specific needs of wealthy individuals, families, and businesses, ensuring a client-centered experience.
Who are the key people behind Edelstein & Co?
Alan Edelstein, a lawyer-turned-CPA, founded the firm in 1968. He was soon joined by Walter Goldstein and Jerry Jarasitis, both also CPAs, bringing a wealth of expertise to the practice.
Does Edelstein & Co handle complex tax situations?
Yes, the team at Edelstein & Co is well-equipped to handle complex tax situations, providing solid financial information and clear explanations to meet clients' needs.