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Contact Us (415) 350-5306

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Services

The Greenberg Group is a boutique, family run accounting firm. We help individuals and small businesses in a wide variety of industries. We offer a broad range of services for both professionals and small businesses. We are experienced and affordable, and would be happy to have a free initial consultation with you.

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Individual Taxation

The Problem: High net worth individuals, W2 employees, and retirees often struggle with complex tax situations that include multi-state reporting or maximizing deductions for homeownership and self-employment. Younger professionals and families may be unaware of strategies to save on taxes while planning for their future.

Our Solution

Whether you’re a homeowner, self-employed, or managing multi-state filings, we provide customized tax strategies for individuals at every life stage—from young professionals starting their careers to retirees planning for a comfortable future. Our expertise ensures that you navigate the tax system efficiently and maximize your benefits.

What We Do

Solutions for Every Small Business

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Tax Strategy & Preparation

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Bookkeeping

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Accounting

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Forecasting

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Cash Flow Management

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Consulting

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CFO Services

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Advisory & Prep

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Business Taxation

The Problem: Business owners often miss critical tax-saving opportunities due to the complexity of managing LLCs, S Corps, partnerships, or trusts. Missteps in choosing the right entity structure or failing to plan ahead for tax liabilities can lead to costly financial outcomes.

Our Solution

We support businesses of all types, from single-member LLCs to complex partnerships, with entity structure planning and comprehensive tax strategies. We help you stay compliant while minimizing tax burdens, whether you operate locally, across state lines, or manage multiple entities.

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Real Estate Taxation

The Problem: Real estate investors—whether involved in short-term AirBnB rentals, long-term multifamily rentals, or commercial real estate—often miss out on valuable deductions through tools like cost segregation or bonus depreciation. Without a strategic approach, flippers and syndicators face costly tax bills.

Our Solution

We specialize in tax strategies for real estate investors, including cost segregation analyses, bonus depreciation, and syndication guidance. From short-term AirBnB investments to large-scale commercial rentals, we help you maximize returns and minimize tax liabilities.

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Stock Options & Investor Taxation

The Problem: Navigating the tax complexities of employee stock purchase plans (ESPP), restricted stock units (RSUs), and incentive stock options (ISOs) can be overwhelming. Investors in private equity, real estate, or crypto often face unexpected tax bills without proper planning.

Our Solution

We help investors, from stock and bond portfolios to those in oil & gas or crypto, with expert tax planning. Whether you're managing stock options, interest income, or private equity investments, we ensure that your strategies minimize liabilities and maximize wealth growth.

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Self-Employed & Professional Services Taxation

The Problem: 1099 contractors, real estate agents, attorneys, and self-employed professionals often miss deductions or struggle with quarterly tax filings. Many do not fully capitalize on opportunities for retirement savings or business deductions.

Our Solution

Whether you’re in financial services, construction, or run a fitness studio, we offer specialized tax solutions tailored to your profession. From real estate agents to physicians, we ensure that your tax strategy optimizes deductions and keeps you on track with quarterly estimated income tax payments.

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Restaurant & Bar Owner Taxation

The Problem: Restaurant and bar owners—whether operating single-unit or multi-unit establishments across state lines—face unique tax challenges, including tip reporting, payroll taxes, and inventory management. Without the right guidance, new and legacy concepts alike can suffer from inefficiencies and missed deductions.

Our Solution

We provide specialized tax services for restaurant and bar owners, helping you manage the intricacies of multi-state operations and optimize your tax strategy. From new concepts to established businesses, we help you minimize tax liabilities and focus on growth.

Solutions for...

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Individuals

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Restaurants/Bars

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Business Owners & Entrepreneurs

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Individuals

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Business Owners & Entrepreneurs

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Restaurants/Bars

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Real Estate

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Business Owners & Entrepreneurs

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Restaurants/Bars

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Real Estate

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Connect with Us

Harrison Greenberg

Glenn Greenberg

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Ready to get started?

If you have any questions, or would like to get started with a Free consultation, please contact us today. We look forward to hearing from you.

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The Greenberg Group is a trusted name in the business community with 35+ years of experience. We are a boutique, family run accounting firm, that helps individuals and businesses pay as little tax as possible.

Industries

Individuals

Business Owners & Entrepreneurs

Restaurants/Bars

Real Estate

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Connect with Us

Harrison Greenberg

Glenn Greenberg

Follow Us