Our Professional Services division is a licensed CPA Firm that is managed by Paul D. Weinberg, CPA, CA, President and Founder of The CPA Exchange, and has been in business since 1986.
Our CPA Firm leverages cutting-edge technology to provide high-quality professional accounting and tax services to clientele throughout the U.S. and world, and we normally respond to our client’s inquiries interactively or within 10 minutes of receipt (most CPA Firms maintain a 24 hour turnaround as standard procedure).
Our services include U.S. Tax Services to Executives & Entrepreneurs, Entity Formation & Business Registration Services, and CFO Services. Please visit those respective pages for more information.
As well, we provide Certified Audit Services to smaller companies (generally under $20 million in revenue) and not-for-profit entities (generally under $5 million budget), Business Valuation Services, Business Consulting Services, and IFRS Services to U.S. companies needing financial statements for foreign countries. We are licensed Canadian Chartered Accountants, and provide services to Canadians seeking to do business in the U.S.
Many of the clients who contact us through the Referred CPA & Audit Services division are suitable for our practice and we provide professional services directly to them.
The CPA Exchange does not outsource client work to off-shore third parties or foreign BPOs. We believe that to maintain a high degree of quality and consistency in our CPA Firm, the client work should be done in our offices by our employees or contracted CPAs.
Please do not hesitate to call Paul Weinberg toll-free at 866.272.2250 for a complimentary assessment of your or your company’s specific requirements.
Please visit Our Location & Culture, What We Do, Our Values & Mission Statement and Qualifications for more information.
Client Testimonials
Responsiveness, reliability and the highest integrity are the attributes I look for in a tax service provider and Paul Weinberg & The CPA Exchange consistently exceeds my expectations every year. As a public company CFO, I have had tax returns with multiple stock option transactions, relocation gross-ups, and multi-state filings and have never been disappointed in the accuracy and timeliness of the work.
John Dahldorf
Chief Financial Officer
Volcano Corporation
San Diego, California USA
Paul Weinberg is an expert at dealing with complex and multi-state personal tax returns. We’ve used him for years and think he’s terrific. He also never loses his sense of humor, no matter how close it is to the tax filing deadline!
M. Shan Atkins
Investor and Corporate Director
Long Grove, Illinois USA
