Company Profile

For almost 25 years, we have provided a wide array of accounting, tax and advisory services to privately held companies, professional practices, investment partnerships and entrepreneurs. We bring our clients a unique combination of experience and a culture of providing top-notch service to help them achieve their goals and improve their finances.

Our strengths lie in these areas:

Better Service. Bold Solutions. This isn’t just a tagline. It expresses our commitment to creating a culture of providing a superior level of service. We take a personalized approach whether assisting clients with day to day financial issues or offering solutions to help them with their most pressing challenges. We are more than just accountants. We are our clients’ most trusted advisor. Our mission is to provide the kind of support that fosters a long-term relationship with every client.

Business Specialties. Our business services address the needs of small and middle market companies. We guide business owners and companies at every stage in the business life-cycle from starting-up to exiting the business. In particular, we focus on clients from these industries:

  • Real Estate Firms
  • Investment Companies
  • Manufacturing, Distribution and Retail
  • Professional Services Firms (Medical, Legal, etc.)
  • Technology Companies
    Healthcare
  • Other (art galleries and artists, ranching and farms and insurance agencies)

Mission Statement

Delivering responsive personalized attention is our mission and our promise. Our commitment to service means we take the time to understand client’s needs and goals so we can help them make intelligent, informed financial decisions. We establish strong client teams where partners are integrally involved in all matters. Our experienced and caring staff provides essential support to ensure that clients can get timely answers to important questions.

We pride ourselves on our desire to serve, adapt our services as your needs change and build long-standing client relationships, which have continued through some of our clients’ biggest personal and business challenges. We support clients from the start up of their business to exit plan development; from building their nest egg to planning for retirement and leaving a legacy. We provide professional, timely and insightful advice and offer the bold solutions needed to help clients meet their goals.

A Network of Relationships. Throughout our professional careers each member of the firm has developed a vast network of professional relationships. These relationships with attorneys, investment advisors, insurance professionals, retirement specialists and bankers means they are at our disposal and available to assist you when needed. If requested, we would be happy to provide a referral to the appropriate professional to assist you.

Stellar Credentials. We are a member of the AICPA’s Peer Review Program, which requires a quality control document stating policies and procedures for accounting, auditing and attestation services, and an independent quality control peer review every three years. Each peer review of BloomSchon has resulted in a peer review rating of pass, of which we are very proud.

Partners and other staff accountants at BloomSchon are members of the American Institute of Certified Public Accountants (AICPA), New York State Society of Certified Public Accountants (NYSSCPA) and National Conference of CPA Practitioners (ncCPAp). Learn more about our accounting, tax, business advisory and personal advisory services. Or contact us for a consultation.