Gerald H Eisenberg, CLTC, CTP, EA
Gerald Eisenberg is a partner in the firm ESM Tax Inc. and has been doing tax consulting since 1988. Gerald is an Enrolled Agent and a fellow of the National Tax Practice Institute, recognized as the highest ranking tax representative by the Internal Revenue Service. He brings a vast amount of experience in the financial service industry and is a specialist in the field of financial planning, executive benefits and tax consulting. He is also a Financial Service Professional with New York Life Insurance Company.
Gerald runs the financial services division through his insurance agency Metro Financial Services Inc. and NYLIAC securities. This agency specializes in employee benefits both voluntary and employer paid, pension plans and self-funded health insurance plans. The firm also specializes in developing financial plans geared towards estates, pensions and individuals offering Life, Health, Long Term Care, Disability Insurance, Fixed and Variable Annuities along with the sale of Mutual Funds. Gerald is also the founder and Chief Executive Officer of Prime Risk Management Services Inc., a full service property and casualty agency servicing both personal and commercial lines.
Gerald is a member of the Million Dollar Round Table, the Long Island Association of Financial Professionals, the National Association of Financial Professionals, the National Association of Tax Professionals, the National Association of Public Accountants, The National Association of Enrolled Agents, and the Association for Advanced Life Underwriters having visited Washington DC to represent the Insurance industry to Congress.
Gerald also sits on the Board of Directors of the following not-for-profit organizations: Creative Art Space for Kids Foundation, the Haiti Relief Fund, Menachem Education Foundation and Children of Cameroon West Africa. He is the current chairperson of the Long Island Development Corporation’s outreach committee, and is a member of the board of directors of the New York Chapter of the National Association of Tax Preparers; serving on their educational committee.
Gerald is a graduate of St. Francis College holding a BBA in accounting and BS in Economics. He resides in both Lido Beach, New York, and Delray Beach, Florida with his wife and children.
Stephen J. Simons, CPA
Stephen Simons is a cum laude graduate of New York University. He spent the first 6 years of his career working for a National CPA firm located in Manhattan. He obtained his CPA license in just 2 years. Stephen worked for 12 years as a Controller and Chief Financial Officer for a major firm in the personnel staffing industry.
Since 1988 he has been a partner at ESM Tax where he is primarily a personal income tax specialist. He also runs the accounting division of the firm and specializes in starting businesses and guiding owners through the complete financial process of running a business.
Stephen is a member of the American Institute of Certified Public Accountants and the National Association of Tax Professionals. He is also a Notary Public.