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Insights

Niche EGT Focus Target Bruce Hellerstein & Associates, a small tax practice emphasizing Estate, Gift and Trust services, for tailored EGT tax planning and compliance offerings that complement their full-service tax returns.

Estate Planning Upsell Position integrated estate and trust tax planning enhancements, including trust setup, gifting strategies, and succession planning, to increase average client value among individuals and family offices.

Tech Stack Leverage Leverage their digital tools (Google Workspace, Analytics) to propose client portals, secure document exchange, and data-driven tax planning insights that improve efficiency and accuracy.

Small Firm Growth With a lean team and revenue under the 1M range, offer scalable practice management, compliance automation, and outsourcing options to support growth without expanding headcount.

Competitive Positioning Differentiate from larger firms by emphasizing personalized service, specialized EGT expertise, and cost-effective compliance for high-net-worth individuals seeking hands-on tax guidance.

Bruce Hellerstein & Associates, CPA PC Tech Stack

Bruce Hellerstein & Associates, CPA PC uses 7 technology products and services including Google Workspace, jQuery, Bootstrap, and more. Explore Bruce Hellerstein & Associates, CPA PC's tech stack below.

  • Google Workspace
    Email
  • jQuery
    Javascript Libraries
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics
  • GoDaddy
    Web Hosting
  • Apache HTTP Server
    Web Servers
  • Apache
    Web Servers

Bruce Hellerstein & Associates, CPA PC's Email Address Formats

Bruce Hellerstein & Associates, CPA PC uses at least 1 format(s):
Bruce Hellerstein & Associates, CPA PC Email FormatsExamplePercentage
First@hellersteincpapc.comJohn@hellersteincpapc.com
100%

Frequently Asked Questions

What is Bruce Hellerstein & Associates, CPA PC's phone number?

Minus sign iconPlus sign icon You can contact Bruce Hellerstein & Associates, CPA PC's main corporate office by phone at
+1-303-226-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Bruce Hellerstein & Associates, CPA PC's official website and social media links?

Minus sign iconPlus sign iconBruce Hellerstein & Associates, CPA PC's official website is hellersteincpapc.com and has social profiles on LinkedIn.

How much revenue does Bruce Hellerstein & Associates, CPA PC generate?

Minus sign iconPlus sign icon As of July 2026, Bruce Hellerstein & Associates, CPA PC's annual revenue is estimated to be <$1M.

What is Bruce Hellerstein & Associates, CPA PC's SIC code NAICS code?

Minus sign iconPlus sign iconBruce Hellerstein & Associates, CPA PC's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Bruce Hellerstein & Associates, CPA PC have currently?

Minus sign iconPlus sign iconAs of July 2026, Bruce Hellerstein & Associates, CPA PC has approximately 1 employees across 1 continents, including North America. Key team members include President: C. F. R.. Explore Bruce Hellerstein & Associates, CPA PC's employee directory with LeadIQ.

What industry does Bruce Hellerstein & Associates, CPA PC belong to?

Minus sign iconPlus sign iconBruce Hellerstein & Associates, CPA PC operates in the Accounting industry.

What technology does Bruce Hellerstein & Associates, CPA PC use?

Minus sign iconPlus sign iconBruce Hellerstein & Associates, CPA PC's tech stack includes Google WorkspacejQueryBootstrapGoogle AnalyticsGoDaddyApache HTTP ServerApache.

What is Bruce Hellerstein & Associates, CPA PC's email format?

Minus sign iconPlus sign iconBruce Hellerstein & Associates, CPA PC's email format typically follows the pattern of First@hellersteincpapc.com. Find more Bruce Hellerstein & Associates, CPA PC email formats with LeadIQ.
Bruce Hellerstein & Associates, CPA PC logo

Bruce Hellerstein & Associates, CPA PC

AccountingUnited States0-1 Employees

Bruce Hellerstein & Associates, CPA PC is a United States-based accounting practice focused on tax services with an emphasis on Estate, Gift, and Trust (EGT) matters. As a full-service tax firm, it provides a complete range of tax return preparations alongside planning, integrating EGT expertise to address client needs in estate and trust contexts.
The firm targets individuals and entities requiring specialized tax solutions in estate planning and related areas, aiming to support clients through comprehensive tax compliance and proactive planning. Based in the United States, the practice operates within the professional accounting sector, positioning itself among firms that deliver specialized tax services rather than broad-based advisory offerings. A recent development note is not provided beyond the stated service focus; the firm’s profile indicates a narrow scope centered on EGT tax work and related planning.

Section iconCompany Overview

Phone number
+1-303-226-****
Website
hellersteincpapc.com
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Employees
0-1

Section iconFunding & Financials

  • <$1M

    Bruce Hellerstein & Associates, CPA PC's revenue is estimated to be in the range of <$1M

Section iconFunding & Financials

  • <$1M

    Bruce Hellerstein & Associates, CPA PC's revenue is estimated to be in the range of <$1M

Company Leadership

  • Stylized image of a person
    C. F. R.
    President
    Mobile Phone

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