• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar

S&G

Business Consultants & Certified Public Accountants

  • Client Login
  • Billing
  • Services
  • Industries
    • Automotive
    • Construction/Contractors
    • Manufacturing/Distribution
    • Commercial Real Estate
    • Restaurants
    • Services – Professional/Other
    • Technology
    • Retail/Wholesale
  • About S&G
    • History
    • Our Executive Team
    • Client Survey Results
    • Affiliations
  • Tax and Covid Updates
  • Resources
  • Careers
    • Apply Now
  • Contact

Carl J. Goldstein, CPA

Senior Partner

Carl Goldstein is a Founding Partner of S&G, LLP and SG Wealth Management Group, LLC, as well as a Principal with ROCG Shepherd & Goldstein Consulting Group, LLC. As a Partner in the firm, Carl assists with mergers & acquisitions, sales of businesses, sophisticated tax planning, and estate and personal financial planning.

Expertise –

Carl dedicates himself to helping business owners conquer the unique challenges of successfully operating their businesses. He Classifies himself as a mathematician and as a mathematician, he likes to compute the future to help his clients grow to achieve business and quality-of-life goals.

Affiliations

  • Member of the American Institute of Certified Public Accountants
  • Member of the Massachusetts Society of Certified Public Accountants

Notable Notables

Recipient of a Temple Sinai Years of Service award

Volunteerism

  • Founder Director of Why Me, Inc.
  • Member of Masonic Level Lodge
  • Past Treasurer Worcester Jewish Community Center
  • Past Treasurer Temple Sinai
  • Past Treasurer Massachusetts Youth Soccer
  • Past Treasurer Worcester Youth Soccer

Education

  • Quinsigamond Community College – Associates Degree
  • Bentley College – B.S. Accounting

Primary Sidebar

 

Offices:

100 Front St, 16th Floor
Worcester, MA 01608
(508) 757-3311

1671 Worcester Rd
Framingham, MA 01701
(508) 875-2552

Copyright © 2023