AICPA & PCAOB Members · West Palm Beach & Boca Raton, FL

Financial Precision
That Protects
What You've Built.

Weinberg & Co. brings over 36 years of accounting expertise to businesses and private clients across 36 states and 12 countries — all with a free initial consultation.

Schedule Your Free Consultation Explore Our Services
(561) 487-5765 · (561) 687-0700

At a Glance

36+ Years

In practice, serving clients worldwide

36 States · 12 Countries

Global reach from South Florida

AICPA & PCAOB

Highest professional standards

Free Initial Consultation

No obligation, no commitment

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36+

Years in Practice

36

States Served

12

Countries Worldwide

2

Office Locations

Why Weinberg & Co.

The Standard You Deserve.

Accounting isn't just numbers — it's the financial infrastructure your life and business depend on. We hold ourselves to the highest standards because you deserve nothing less.

36+ Years in Practice

A track record built over more than three decades means your finances are in the hands of accountants who have navigated every kind of market, regulation, and challenge.

Clients in 36 States & 12 Countries

Our reach extends far beyond South Florida. We bring international accounting fluency to every client engagement, wherever you are in the world.

AICPA & PCAOB Members

Membership in the profession's most respected governing bodies means our work meets — and exceeds — the highest ethical and technical standards.

Free Initial Consultation

No pressure, no obligation. We earn your trust by delivering value from the very first conversation, before you've committed to anything.

Two Convenient Locations

With offices in West Palm Beach and Boca Raton, we're accessible to clients throughout South Florida — and always reachable for those farther afield.

Clients First, Always

From prompt responses to plain-language explanations, every interaction is designed around your needs, your goals, and your peace of mind.

Our Services

Comprehensive Accounting.
Every Dimension.

From business management to estate planning, we offer a complete suite of financial services — each delivered with the same meticulous care and personal responsiveness that has defined our practice for over three decades.

Discuss Your Needs

Business Management

Comprehensive bookkeeping, tax management, and wealth planning services that keep your business financially healthy and strategically positioned for growth.

Private Client Services

Tailored trust management, estate planning, and asset acquisition services for individuals and families who expect a higher standard of financial stewardship.

Taxes & Bookkeeping

Precise tax preparation and proactive tax planning designed to minimize your liability and ensure you're never caught off guard come filing season.

Services for Privately Held Companies

Specialized accounting strategies built around the unique structure, goals, and challenges of privately held businesses at every stage of development.

Reviews & Compilations

Thorough financial statement reviews and compilations that give stakeholders, lenders, and partners the credible documentation they need.

Estate Planning

Thoughtful planning to protect your assets and honor your legacy — structured to preserve wealth across generations with care and legal precision.

Wealth Planning

Forward-looking financial strategies that align your personal wealth with your long-term goals, helping you grow, protect, and transfer your assets intelligently.

Trust Management

Expert administration and oversight of trusts to ensure your assets are managed responsibly and distributed in full accordance with your intentions.

What Sets Us Apart

Built on Expertise
Delivered with Care.

36+ Years of Proven Expertise

Decades of real-world experience means your finances are handled by a team that has seen — and solved — nearly every financial challenge imaginable.

AICPA & PCAOB Certified

Membership in the industry's highest professional bodies ensures your work is held to the most rigorous ethical and technical standards in accounting.

Global Reach, Local Roots

Clients in 36 states and 12 countries — we bring an internationally informed perspective while remaining deeply invested in the South Florida community.

Free Initial Consultation

We believe every client relationship starts with a conversation — get your financial questions answered at no cost before you commit to a single thing.

Personal Responsiveness

You'll always work with someone who knows your file. We listen, explain the tax code in plain language, and get back to you promptly.

Locally Owned & Operated

As an independent firm with offices in West Palm Beach and Boca Raton, our reputation is built entirely on the results we deliver for clients.

About Weinberg & Co.

Trusted Financial
Partnership, For Life.

Weinberg & Co. was built on a simple conviction: every client deserves the same level of attention, expertise, and responsiveness that once only the largest companies could access. For over 36 years, we've delivered exactly that — to entrepreneurs, private families, and businesses of all sizes — from our offices in West Palm Beach and Boca Raton, FL.

What sets us apart isn't just longevity — it's the depth of relationships we've cultivated. We've helped clients navigate new business launches, complex tax situations, generational wealth transfers, and global financial planning across 36 states and 12 countries. Our membership in the AICPA and PCAOB reflects a commitment to professional standards that we hold ourselves to every single day.

We are passionate about helping our clients achieve their financial goals and believe that starts with actually listening. When you work with Weinberg & Co., you gain a team that explains things clearly, responds promptly, and puts your success before everything else.

Schedule a Consultation (561) 487-5765
Luciano and Veronica Blaudt

"Professional and responsive. Has been a great experience so far."

— Luciano & Veronica Blaudt

Dove Ballon

"I have been using them ever since for filing my taxes and advising on tax matters. Their prices are fair."

— Dove Ballon

"I've been a client of Weinberg and Company for over 15 years. Their service and willingness to explain the tax code in layman terms is exceptional."

— Mike Ruskin, 15-Year Client

Trusted by clients across South Florida

How It Works

From First Call to Long-Term Partnership.

01

Book Your Free Consultation

Reach out by phone or online to schedule a no-obligation initial consultation at either our West Palm Beach or Boca Raton office.

02

Review Your Financial Picture

We take the time to thoroughly understand your current financial situation, goals, and any specific challenges or opportunities on your horizon.

03

Receive a Custom Strategy

Our team develops a tailored accounting, tax, or financial plan precisely aligned with your needs — business, personal, or both.

04

We Handle the Details

From bookkeeping and tax filings to estate planning and trust management, we execute with precision so you can focus on what matters most to you.

05

Ongoing Partnership & Support

Your financial landscape evolves — and so do we. Count on us for continued guidance, responsive communication, and proactive advice all year long.

Frequently Asked

Your Questions, Answered.

We work with both businesses and private individuals. Our services span small business owners, privately held companies, high-net-worth families, and individuals with complex tax or estate planning needs across the US and internationally.

Yes. We offer a free initial consultation so you can meet our team, discuss your financial situation, and determine the best path forward — with no commitment required.

Absolutely. While we are based in West Palm Beach and Boca Raton, FL, we serve clients in 36 states and 12 countries. Distance is not a barrier to receiving our full range of services.

Tax preparation is the accurate filing of your current-year returns. Tax planning is a forward-looking strategy that anticipates your tax liability and identifies legal ways to reduce it — we offer both.

Yes. Our Private Client Services include estate planning, trust management, and asset acquisition — all designed to protect your wealth and ensure your assets are managed and distributed according to your wishes.

We are proud members of the AICPA (American Institute of Certified Public Accountants) and the PCAOB (Public Company Accounting Oversight Board), reflecting our commitment to the highest professional standards.

Our offices are open Monday through Friday, 9:00 AM to 5:00 PM. You can reach us at 1800 S Australian Ave #302, West Palm Beach, FL or 6100 Glades Rd #205, Boca Raton, FL.

Simply call us at (561) 487-5765 or (561) 687-0700, or reach out via email. We'll schedule your free consultation and take it from there.

Get Started Today

Your Financial Future
Starts with One Call.

No obligation. No commitment. Just a straightforward conversation with a team that genuinely cares about getting your finances right. Your first consultation is completely free.

Call (561) 487-5765 Email Our Team

West Palm Beach

1800 S Australian Ave #302
West Palm Beach, FL 33409

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Boca Raton

6100 Glades Rd #205
Boca Raton, FL 33434

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Phone

(561) 487-5765 (561) 687-0700 brucew@cpaweinberg.com

Office Hours

Monday – Friday
9:00 AM – 5:00 PM

Closed Weekends