WELCOME TO JAMES, SURMAN & GOLDBERG, CPA!

Your trusted partner for all your accounting, tax, and financial planning needs. With our dedicated team of experts and a legacy of excellence spanning over three decades, we are poised to provide you with the highest standard of service.

Dive into our suite of tailor-made services or meet our exceptional team to learn how we can help you navigate your financial journey.

About Us

James, Surman & Goldberg is a pillar of tax and accounting expertise in Boca Raton. Since our inception in 1988, our guiding mission has been to provide top-tier tax, accounting, and consulting services that are individually tailored to each client’s unique needs.

Our blend of traditional values and innovative approaches allows us to guide clients through the complexities of financial management and planning effectively. We are more than just an accounting firm, we are partners committed to helping our clients build a prosperous future.

Our Services

At James, Surman & Goldberg, we offer an array of comprehensive services that leverage the latest technological advances and industry best practices. Our aim is to provide you with holistic solutions that align with your unique financial needs:

Tax Consultation and Compliance:

Our experts specialize in the preparation and filing of various types of federal and state income tax returns, including those for individuals, LLCs, corporations, S corporations, partnerships, estates, and trusts.

Accounting and Bookkeeping Services:

We provide tailor-made accounting solutions, including comprehensive bookkeeping, payroll services, and financial reporting.

Business Advisory Services:

From entity selection to financial decision-making, our business advisory services encompass strategies to maximize your potential while mitigating risks.

Audit and Assurance Services:

We offer audit, review, and compilation services to ensure the integrity and reliability of your financial information.