Welcome to Weinstein & Formanek, CPAs & Family Office Advisor

We are a 2nd generation CPA firm, which also provides wealth advisory and family office services to individuals, families and businesses.

We have a 30+ year track record of providing services to Business Owners, Individuals, and HNW/UHNW families in the NY-metro and Miami areas.

We discreetly serve individuals, families and businesses with a suite of comprehensive tax, accounting, and family office services, and well structured advice and support.

We are uniquely differentiated from our peers by our ability to effectively provide an "a la carte subset" or a "comprehensive set" of MFO & CPA-firm services tailored to each client's unique needs.

Contact us today for a free consultation.

ALL MAJOR CREDIT CARDS ACCEPTED

Auditing Services

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Accounting Services

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Tax Services

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Business Valuation, Capital Raising and Consulting Services

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Our Areas of Expertise

Market Summary

College Planning

Rising education costs require a forward-thinking plan. Legacy Wealth can help you prepare for one of life’s biggest investments.

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Accounting & Tax Services

Let us handle the details. We’ll help manage your affairs so tax season doesn’t seem so daunting.

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401k & IRA Rollovers

Managing your company’s 401k program can seem complicated, but Legacy Wealth will make it easy. Our time-tested benefit strategies will leave your employees in good standing.

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