Business Enterprise Accounting CFO Services

Shifting your focus to growth

At Herbein, we’re dedicated to helping businesses thrive by providing expert guidance and support at every stage of their lifecycle. We understand that as a business leader, your priority is driving profitable growth, whether through expansion, brand development, or other strategic initiatives. Balancing these priorities with the demands of managing financial operations and tax implications is challenging.

That’s where our Business Enterprise group comes in. We take the lead in optimizing your financial operations, so you can focus on building the future of your business. From uncovering tax credits and deductions to ensuring compliance with evolving government regulations, we provide comprehensive solutions tailored to your needs. We’ll help you better understand your business’s financial structure, optimize it for tax efficiency, and make necessary adjustments as your business grows.

With Herbein by your side, you’ll have a trusted partner to reduce financial risks and empower you to stay focused on what matters most — achieving your strategic vision.

Our tax services combine comprehensive preparation and strategic advisory to address the unique needs of your business. From accurate filings to forward-looking planning, we ensure compliance, mitigate risks, and position you for long-term success.

Comprehensive Tax Preparation

We prepare federal, state, and local tax returns for a wide range of entities, including partnerships, S corporations, C corporations, trusts, estates, and individuals. Our expertise also extends to select foreign reporting requirements, ensuring compliance across borders.

Strategic Tax Advisory

Our tax advisory services are designed to support your business growth while minimizing risk. We provide guidance on tax planning, entity structuring, estimated tax payments, multistate tax considerations, and staying ahead of evolving regulations.

From navigating the complexities of State and Local Tax (SALT) to addressing International Tax challenges, we offer tailored solutions designed to meet your unique needs. Our expertise in tax credits, incentives, and specialized services empowers your business to maximize opportunities, achieve compliance, and stay ahead in an evolving tax landscape.

Our attest services provide the clarity and confidence you need to understand your financial position. Through accurate reviews and customized compilations, we equip your business with reliable insights to support informed decisions and sustainable growth.

Reviewed Financial Statements

Gain confidence and clarity with reviewed financial statements that provide insights into your company’s financial performance and health by using analytical procedures and comparing to current industry data.

Compiled Financial Statements

We deliver compiled financial statements tailored to your business, offering a clear snapshot of financial data to assist in informed decision-making.

Tailored Advisory Solutions for Every Stage of Growth

No matter where your business is in its growth cycle, we offer solutions to meet your needs, including:

Business Advisory – Enhance business performance with tailored advice on operational efficiency, strategy, and more.
Risk Management – Identify, evaluate, and mitigate potential business risks.
Human Capital – Optimize workforce strategies to attract and retain top talent.
Wealth Management – Expert guidance to build, preserve, and transfer wealth strategically.
Business Exit or Continuity Planning – Prepare for a successful and seamless business transition when the time comes.

Herbein Q+A: Strategy for Improving Financial Results

Financial management is a key challenge for businesses, but it’s essential for future growth. In this Herbein Q+A, Partner Craig Mengel shares expert advice on improving financial results, focusing on identifying strengths, addressing weaknesses, and implementing strategies for success.

"Herbein, specifically Carl Lamastra, has always provided exceptional service and continue to be an integral part of our business team."

Powerseal USA, Inc.

"The personal service and interaction are absolutely superb. Exceptional professionalism and excellent advice from Carl and Becky. The worry free and stress-free service that is provided is valued by my wife and I. It's a wonderful feeling to not have any concern about our tax returns."

Peter Vucelich

"We very much appreciate the personal attention and excellent communication with Keith Hoffman and the staff at your firm."

ADH Elite Holdings, Ltd.

"They are down to earth and respond quickly to any issues we have as a company. We look at Herbein as a partner in our growth."

New Castle Lawn & Landscape, Inc.

"Personal service, patience, and attention to detail. My Herbein team is knowledgeable, attentive, responsive, and extremely professional."

Joseph Petro

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Herbein has been our accountant for over 15 years. Joe and Ashley always look out for our best interest, and we trust them 100%.
Whether we are tax planning or strategizing on our future, they always steer us in the right direction. Much of our success is due to Herbein's guidance. I highly recommend Herbein!

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New Castle Lawn & Landscape, Inc.

"We have worked with Carl LaMastra for years and are delighted we get to continue to work with him as he's joined Herbein."

David Rice

"Personal attention to every detail and/or questions I might have had regarding my taxes."

Dmytro & Patricia Komesz

"I appreciate most the accessibility to the people that I work with at Herbein when we have a question or need assistance. Also, the team as a whole has a vast knowledge of a multitude of financial aspects that a company of varying size encounters. I feel comfortable that Herbein can continue to assist Irish Creek as we continue to grow for years to come."

Irish Creek Enterprises, Inc.

"Carl and team are knowledge, caring, and most helpful! I run multiple small businesses with nearly 25 employees across the portfolio and I could not do it without the assistance and feedback I receive. I stay up to date with regular meetings and It's refreshing to have such a good team in your court. Thank you!"

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