At JRBCPA, leadership is defined by experience, judgment, and a deep commitment to helping clients navigate complex financial decisions with confidence. Our firm is led by professionals who bring technical depth, strategic insight, and a long-term advisory mindset to every client relationship.
With more than 15 years of experience in accounting and tax, Jarred R. Berman has built a reputation for delivering sophisticated, strategy-driven solutions to business owners, real estate investors, high-net-worth individuals, and professionals across service-based industries.
Jarred’s expertise spans complex business entity taxation, fiduciary and individual tax planning, forensic accounting, valuation, and advanced advisory strategies designed to protect, grow, and optimize client wealth. His work is rooted in precision, proactive planning, and a clear understanding of how financial decisions impact long-term outcomes.
Jarred’s career includes serving at leading national firms such as Forvis Mazars, where he advised a diverse client base ranging from closely held businesses to high-earning professionals, including physicians, engineers, and real estate investors. These experiences sharpened his technical capabilities and reinforced his belief in delivering proactive, high-touch advisory service rather than reactive compliance.
Today, Jarred brings that same rigor and discipline to JRBCPA, offering clients a highly personalized, white-glove advisory experience grounded in clarity, trust, and long-term strategic planning.
Jarred partners closely with clients and their existing professional advisors to simplify financial complexity, uncover meaningful tax-saving opportunities, and provide year-round guidance aligned with their business and personal goals.
His mission is straightforward:
to deliver expert advice that empowers clients to make informed decisions and build lasting financial success.
Jarred earned his Bachelor of Science in Accounting from Hofstra University and has authored numerous articles and publications for the New York State Society of Certified Public Accountants (NYSSCPA), contributing thought leadership on tax, accounting, and advisory topics.
