About Alan Goodman CPA PC
<p>Accounting and tax work is the core of this Brooklyn-based CPA practice, with services tailored to both individuals and businesses. Founded in 1988, Alan Goodman CPA PC handles day-to-day accounting needs along with tax preparation and planning.</p> <p>The firm is headquartered in Brooklyn in New York City and works with clients across the NYC metro area. Its office is located at 1222 Avenue M, Suite 402, Brooklyn, NY.</p> <p>As an audit provider in the retirement space, the firm fits alongside other <a href="/auditors/401k">401(k) auditors</a> and <a href="/retirement-plans">retirement plan providers</a> that support employer-sponsored plans. A practical point of differentiation: this is an owner-led CPA office with direct access to Alan Goodman, rather than a large, multi-partner firm.</p> <p>Phone: (718) 759-8718. Alan Goodman is also a pickleball enthusiast.</p> <ul> <li>CPA firm founded in 1988</li> <li>Accounting services for individuals and businesses</li> <li>Tax preparation and tax planning</li> <li>Brooklyn location serving the NYC metro area</li> <li>Owner-managed practice led by Alan Goodman</li> </ul>
Founded: 1988
Office Locations
- Brooklyn, NY (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 9
- Total AUM Audited: $65.7M
- 401(k): 9 plans, $65.7M AUM
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| ATLAS HEALTHCARE, LLC 401K PLAN | ATLAS HEALTHCARE, LLC, NJ | $27M | 3,685 |
| HEALTHCARE 401(K) PLAN | AUTUMN LAKE HEALTHCARE LLC, NJ | $21M | 8,601 |
| INFINITY HEALTHCARE MGMT. 401(K) PLAN | INFINITY HEALTHCARE MANAGEMENT OF ILLINOIS LLC, IL | $12M | 6,007 |
| MIDWEST RECOVER-CARE 401(K) PLAN | MIDWEST RECOVER-CARE, NY | $9M | 4,569 |
| YORKMG, LLC 401(K) PLAN | YORKMG, LLC, NY | $8M | 632 |
| ALLURE HEALTHCARE MANAGEMENT 401(K) PLAN | ALLURE HEALTHCARE MANAGEMENT, IL | $7M | 1,792 |
| COMMUNITY HOME CARE REFERRAL SERVICE, INC. D/B/A HELPING HANDS ATTENDANT SERVICES 401(K) PLAN | COMMUNITY HOME CARE REFERRAL SERVICE, INC., NY | $6M | 4,382 |
| UHM RAINY DAY FUND | UNIVERSAL HEALTHCARE MANAGEMENT, IL | $5M | 1,361 |
| PREFERRED CARE OF NEW JERSEY 401(K) PLAN | PREFERRED CARE HOLDINGS, LLC, NJ | $5M | 1,667 |
| STERN THERAPY CONSULTANTS, LLC 401(K) PLAN | STERN THERAPY CONSULTANTS, LLC, NY | $4M | 2,460 |
| CHAMPION CARE, LLC 401(K) PLAN | CHAMPION CARE, LLC, NY | $2M | 1,444 |
| SCHERVIER REHABILITATION AND NURSING CENTER 401(K) PROFIT SHARING PLAN | SCHERVIER REHABILITATION AND NURSING CENTER, NY | $2M | 331 |
| ASPIRE HEALTH GROUP LLC 401(K) PLAN | ASPIRE HEALTH GROUP LLC, NJ | $2M | 3,867 |
| ORCHARDS MI, LLC 401(K) PLAN | ORCHARDS MI, LLC, MI | $1M | 1,595 |