BloomSchon CPAs LLC, CPA in Jericho, NY

For over 20 years, we have provided a wide array of accounting, tax and advisory services to privately held companies, professional practices, investment partnerships and entrepreneurs. We bring our clients a unique combination of experience and top-notch service to help them achieve their goals and improve their finances.
Better Service. Bold Solutions. This isn’t just a tagline. It expresses our commitment to a superior level of service. We take a personalized approach whether assisting clients with day to day financial issues or offering solutions to help them with their most pressing challenges. We are more than just accountants. We are our clients’ most trusted advisor. Our mission is to provide the kind of support that fosters a long-term relationship with every client.
Business Specialties. Our business services address the needs of small and middle market companies. We guide business owners and companies at every stage in the business life-cycle from starting-up to exiting the business.
A Network of Relationships. Throughout our professional careers each member of the firm has developed a vast network of professional relationships. These relationships with attorneys, investment advisors, insurance professionals, retirement specialists and bankers means they are at our disposal and available to assist you when needed. If requested, we would be happy to provide a referral to the appropriate professional to assist you.
Stellar Credentials. We are a member of the AICPA’s Peer Review Program, which requires a quality control document stating policies and procedures for accounting, auditing and attestation services, and an independent quality control peer review every three years. Each peer review of BloomSchon has resulted in a peer review rating of pass, of which we are very proud.
Laurence R. Bloom, CPA, CGMA
Larry is one of the founding members of the firm and has over 25 years of experience advising privately held companies, professional practices, investment partnerships and entrepreneurial people in all areas of taxation, accounting and auditing, business management and life style management.
He also brings extensive credentials to his clients. Larry graduated from American University, in Washington, D.C. with a Business Administration degree with concentrations in Accounting and Finance. He received his formal accounting training at a prestigious medium size accounting firm in New York City. After spending several years there, working in both the auditing and tax departments, he joined forces with Elliot J. Katz in 1991. In 1995, they formed Katz & Bloom, CPAs, LLC, which became Katz Bloom & Schon CPAs LLC in 2009.
Larry is currently on the Board of Directors of the Nassau/Suffolk Chapter of the National Conference of CPA Practitioners (ncCPAp) and a co-chairperson of the MAP committee. He has served on the Estate and Personal Financial Planning committee and the Medical and Other Professionals committee of the Nassau Chapter of the New York State Society of Certified Public Accountants. He is also currently a co-chairman of the Practice Continuity Committee of the Nassau Chapter.
In addition to being a CPA, Larry is a Chartered Global Management Accountant. The CGMA designation demonstrates management accounting expertise, determination and commitment to achieving sustainable business success. The issuing body is a joint venture owned by the American Institute of Certified Public Accountants (AICPA) and the Chartered Institute of Management Accountants (CIMA) and the designation requires a combination of exams, experience and other membership requirements.
Larry is licensed by the New York Department of Financial Services as an agent for Life, Accident and Health Insurance. He integrates this license as part of advising clients on retirement planning strategies particularly focusing on planning for long-term care.
Address:
500 North Broadway,
Suite 145, Jericho, NY 11753
E-mail: larry@bloomschoncpas.com
Phone: 516-626-3992
Website: https://www.bloomschoncpas.com/
Newsletter:

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Joel Lanz, CPA, P.C., CPA in Jericho, NY

Joel Lanz, CPA, P.C. is a niche CPA practice licensed by the State of New York. Joel Lanz began the practice in November 2001 after having served as a Technology Risk Consulting Partner at Arthur Andersen.
The practice continues to grow and its client list includes regional and community banks, health insurance companies, technology service providers, educational institutions and nonprofit organizations. JLCPAPC also consults with boutique consulting and accounting firms to enhance their IT risk management capabilities.
Joel Lanz, CPA/CGMA/CITP/CFF, CISA, CISM, CISSP, CFE
Joel Lanz is the founder and principal of Joel Lanz, CPA, P.C., a niche CPA practice focusing on Information and Technology Governance, Risk, Compliance and Audit. Prior to starting his practice in 2001, Joel was a Technology Risk Consulting Partner at Arthur Andersen (1995-2001) and was a Manager at Price Waterhouse (1986-1991). Joel currently serves as a Reference Member of the American Cancer Society’s Audit Committee and is a memeber of the Society’s Enterprise Risk Management Task Force. His industry experience includes Vice President and Audit Manager at The Chase Manhattan Bank (1991- 1995) and senior IT auditor positions at two insurance companies (1981- 1986).
Joel currently chairs the AICPA’s Information Management and Technology Assurance Executive Committee and previously chaired the AICPA’s CITP credential committee (IT specialist certification for CPAs) and co-chaired the AICPA’s Top Technology Initiatives Task Force. Joel’s prior professional society contributions include serving as Chairman of the New York State Society of CPAs Technology Assurance and Information Technology Committees. Joel is a member of the Editorial Board of The CPA Journal and contributes to a technology column for the New York State Society of CPAs Trusted Professional Newspaper and a cybersecurity column for CSOonline.com. He frequently speaks at professional society and industry conferences, including the AICPA, NYSSCPA and IIA.
Joel an Adjunct Professor at New York University’s Stern School of Business and at The State University of New York – College at Old Westbury. He teaches graduate courses in Auditing for Public Accounting, Advanced Auditing and Assurance Services, IT Auditing, Accounting Research, Forensic Accounting and Accounting Information Systems. Joel received his BBA (Accounting) and MBA (Information Systems) degrees from Pace University’s Lubin School of Business Administration.
Address:
471 N. Broadway
#395
Jericho, NY 11753
Email: jlanz@joellanzcpa.com
Website: http://www.joellanzcpa.com/
Publications:
http://www.joellanzcpa.com/Joel-Lanz-Publication.php