Isaac Finkelstein, CPA
Director, Tax Strategies
Areas of Specialization
Isaac is a Director in Kreischer Miller’s Tax Strategies group. Isaac has a wide range of experience providing tax planning and compliance services to companies in a variety of industries including real estate, financial, manufacturing, and professional services. He also works extensively with investment companies, pass-through entities, and high net-worth individuals.
Isaac provides comprehensive tax assistance to privately held businesses, supporting them through every stage of their lifecycle, from initial startup and growth to strategic exit. He helps businesses and individuals navigate the intricate and constantly evolving federal and multi-state regulatory landscape.
Background
Isaac joined Kreischer Miller in 2024. Prior to working for Kreischer Miller, Isaac was a Tax Director at CBIZ in New England, where his responsibilities included providing tax and business advisory services to investment and service industry businesses as well as high net-worth individuals. He also worked as a Senior Manager at RSM in Stamford, Connecticut, where he provided tax services for investment, real estate, and service industry businesses and high net-worth individuals.
Professional and Business Affiliations
- American Institute of Certified Public Accountants – Member
Education and Certifications
- Certified Public Accountant in New York
- B.S.- Accounting, Brooklyn College of The City University of New York