Firm Profile

With over 50 years of combined professional CPA experience between our partners, we are committed to providing the highest quality service, guidance, solutions and planning to all of our clients.  Many CPA firms have the mindset that you couldn't exist without their expertise.  Orsak, Zidell & Robertson believes precisely the opposite - WE couldn't exist without YOU!

As an experienced partnership, combining our resources and knowledge in January 2013, we are committed to growth and becoming a dynamic force in the profession.  Our primary focus is on private, closely-held small and medium sized businesses ranging from $1 M - $100 M in annual revenues, as well as our highly valued individual clientele.  We will provide you with our experienced personnel, the continuity of our workforce, and our industry standard technology, delivered with the expediency and flexibility you have earned and expect.

We provide a variety of services including:

  • Audits, Reviews and Compilation of Financial Statements
  • Income Tax Preparation & planning for all types of businesses and individuals
  • R&D Tax Credit Analysis and Documentation
  • 401k/Pension Plan Audits
  • Hospice Annual Cost Reports
  • QuickBooks® Setup, Support and Training
  • Monthly Bookkeeping and Write-ups
  • Merger & Acquisition Due Diligence
  • Litigation Support
  • Succession Planning
  • High Net Worth Attention - Individuals, Trusts and Estates

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