Liggett, Melzer & Joshi CPAs P.C.
One firm. One team.
One integrated approach.
We coordinate tax, accounting, and CFO advisory under one roof — for owners, partners, and families who deserve a single trusted advisor.
Big-firm capabilities. Small-firm attention.
We partner with owners, families, and leadership teams who want proactive financial guidance — not just year-end compliance. One coordinated team for your business and personal needs.
150+
Real Estate Entities
300+
Businesses
400+
Individuals
100+
Trust and Estates
Who We Serve
Industries we serve
Real Estate
Real estate developers, sponsors, cooperatives, condominiums, and family offices.
Learn moreLaw Firms
Solo, boutique, and mid-size firms — partnership accounting, IOLTA, partner planning.
Learn moreFashion and Home
Apparel and home brands — wholesale, retail, inventory, and showroom operations.
Learn morePrivate Clients
Executives, founders, and multi-generational families with significant wealth.
Learn moreProfessional Service Firms
Architects, physicians, consultants — entity selection, retirement, comp planning.
Learn moreEntertainment
Artists, producers, and theatres — royalties, residuals, and production accounting.
Learn moreWhat We Do
Plan. Operate. Protect.
Plan
Tax Strategy & Advisory
Proactive multi-year tax planning, entity design, equity compensation, real estate strategy, estate and gifting — modeled before decisions are made, not after.
ExploreOperate
Accounting, Controllership & CFO
Monthly close, management reporting, cash flow, AP/AR, payroll coordination, and fractional CFO oversight — the operating backbone behind the tax work.
ExploreProtect
Estate, Family Office & Continuity
Trust and estate tax, generational gifting, family office support, discretion protocols, and coordination with your attorney and wealth advisor.
ExploreHow We Work
A philosophy built for continuity
Holistic View
Past, present, and future — one coordinated plan.
Proactive Calendar
Year-round planning.
Multi-State and International Expertise
Nexus, residency, and cross-border coordination.
Advisor Coordination
Integration with other legal and financial providers.
Family Continuity
The same senior team across generations and entities.
Discretion
Confidentiality protocols for prominent families and firms.
Client Voices
“LMJ thinks like an owner. They flagged a cost-seg opportunity our prior CPA never raised — and modeled it before we closed.”
“Fixed pricing and no surprises. The same senior team has handled our firm's books and partner planning for years.”
“Discreet, proactive, and genuinely integrated. They coordinate with our attorney and wealth advisor so nothing falls through the cracks.”
Insights
Latest news and insights
HNWC
Are Your Financial Habits Building Long-Term Wealth or Just Revenue?
19 successful business owners’ financial habits to build long-term wealth, including financial visibility, strategic planning, and disciplined decision-making.
June 2026Tax
IRS Notice CP53E - A Guide for Taxpayers
If you recently received Notice CP53E, it means the IRS temporarily froze your refund. Uncover a clear and manageable path forward to resolve the issue.
May 2026Tax
How to Reduce Taxes on Rental Income (Without Making It Complicated)
Do you have rental income, pay taxes, and wonder, “Am I paying more tax than I should be?” Download the Real Estate Investor Roadmap to find out.
May 2026Schedule a Call
Let's talk about your numbers.
Schedule an introductory call. We'll learn about your situation and show you how an integrated team can simplify your tax, accounting, and advisory work.