Tax · Accounting · Advisory
RB CPAAdvisory
Tax, accounting, and advisory services for individuals and small businesses. Designed to support compliance, planning, and informed financial decision-making.
About US
CPA-Led Advisory for Complex Matters
RB CPA Advisory provides tax, accounting, and advisory services to individuals and small businesses. Services are designed to support compliance, planning, and informed financial decision-making.
Every client receives direct, personalized attention and the strategic insight necessary to navigate their most consequential financial decisions.
Compliance
Ensuring accuracy across federal, state, and local requirements.
Planning
Proactive strategies tailored to your financial landscape.
Decision Support
Informed guidance for complex financial matters.
Services
Comprehensive Financial Services
From tax compliance and planning through high-level financial advisory, each engagement is tailored to address the specific needs of individuals and business owners.
The Approach
Built on Trust, Driven by Expertise
Precision
Meticulous attention to detail in every engagement, ensuring accuracy and compliance across all jurisdictions.
Partnership
Long-term relationships built through transparent communication and genuinely personalized advisory services.
Strategy
Proactive planning and forward-thinking solutions to support your financial objectives at every stage.
Meet the Team
Reuben Basiratmand, CPA
Founder
Reuben Basiratmand, CPA, founded RB CPA Advisory PLLC after nearly a decade across public accounting, transaction advisory, and institutional investment management. He holds a Master of Science and Bachelor of Business Administration in Accounting from Baruch College's Zicklin School of Business and is a Certified Public Accountant licensed in New York State.
He began his career at KPMG LLP, auditing real estate finance companies, REITs, private equity funds, cryptocurrency funds, and employee benefit plans under PCAOB and AICPA standards. He later joined KPMG's Deal Advisory practice, where he worked on M&A transactions across insurance, wealth management, and financial services — focusing on quality of earnings, working capital, and the issues that drive deal outcomes.
Most recently, he was at Blackstone Inc., supporting the firm's hedge fund solutions business. He delivered portfolio analytics, performance attribution, and liquidity analyses for institutional and ultra-high-net-worth clients.
Why RB CPA Advisory
Many closely held businesses are led by exceptional operators — founders and owners who are deeply skilled at what they do, but who neither require nor benefit from the cost of a full-time CFO. RB CPA Advisory was founded to serve that gap. The practice provides senior-level financial leadership on a fractional basis, ensuring clients remain fully compliant while giving them access to the kind of strategic financial counsel typically reserved for institutional firms.
Beyond the Practice
A first-generation American and the son of Persian Jewish immigrants, Reuben was born and raised in New York and grew up on Long Island. He is deeply rooted in his community and active in its communal and charitable life. He is based in New York and serves clients nationally.
Contact
Start a Conversation
For inquiries regarding services, please reach out directly to discuss your needs and determine whether services are a good fit.