Annual Tax Returns and Reporting
Preparation of annual tax returns and reports based on your income, business activity and supporting documents.
Accounting for private and business clients
Joseph Goldman CPA Office
Annual reports, tax refund review and business registration; audit, controls and SOX advisory; support for companies and CPA firms.
I provide accounting services for individuals, employees and self-employed clients, including annual tax returns, tax refund reviews, business registration and representation before the Israel Tax Authority and National Insurance. You can also contact me about a question or a letter received from an authority.
Tax Refund Questionnaire (Hebrew)Accounting starts with understanding the business activity and translating it into financial language.
CPA Office Services
Annual tax returns, tax refund reviews, business registration and representation before authorities for individuals and business owners.
Tax Refund Review
Review of payslips and income and withholding certificates to assess eligibility for a tax refund.
Business Registration
Assistance with VAT, income tax and National Insurance registration, according to the type of business activity.
Representation Before Authorities
Handling letters, requests and reports with the Israel Tax Authority and National Insurance.
Support for Companies and CPA Firms
Alongside services for private and business clients, I assist companies, finance teams and CPA firms with accounting and audit work during busy periods or for a specific assignment.
- Support for Companies and Finance TeamsAssistance with reporting, finance processes, controls and payroll reviews.
- Support for CPA FirmsSupport with audit files, report preparation, reconciliations and working papers.
- Internal Audit, Controls and SOX AdvisoryDocumenting and testing controls, risk assessments and compliance reviews.
- Accounting Reviews and ReportingReviewing accounting information and preparing summaries of findings for further work.
About Joseph Goldman
I am Joseph Goldman. I have been a licensed CPA since 2022 and hold a B.A. in Economics and Accounting from Ruppin Academic Center. My professional work has included internal and external audit, preparation of annual reports for authorities, representation before the Israeli Tax Authority and National Insurance, risk and compliance surveys, SOX advisory, financial controls, and payroll and finance systems.
My experience includes work with individuals, companies and organizations: internal audit for high-tech companies, real estate companies and nonprofits; annual audit and report preparation at Sporta Pen Hen CPA firm; work in the campaign finance unit for local authority elections at the Israeli Ministry of Interior; and in-house work in companies on accounting processes, financial statements, collections, suppliers, customers and payroll systems.
Alongside accounting and audit work, I also gained experience in finance at Prico Management, working with business clients, trading systems, exchange-rate analysis and the foreign-exchange environment. This gave me a macroeconomic perspective and familiarity with a changing business environment and the financial considerations that affect companies in real time.
Selected Experience
Internal Auditor, Grant Thornton (Fahn Kanne) - 2019-2022
Audit work for high-tech companies, real estate companies and nonprofits; SOX advisory; risk and compliance surveys.
Auditor, Sporta Pen Hen CPA Firm - 2023
Annual audit and report preparation for companies and individuals; work with Kol Naton; representation before the Israeli Tax Authority and National Insurance; and work in the campaign finance unit for local authority elections at the Israeli Ministry of Interior.
CPA, Sheleg Lavan - 2024-2025
Financial controls, payroll controls, supplier and customer engagements, and improvement of accounting processes.
Prico Management - Financial and FX Background, 2025-2026
Work with business clients, trading systems, exchange-rate analysis and the FX environment, alongside a macroeconomic perspective on business activity and market changes.
Working With the Office
Initial Conversation
We discuss what needs attention, the scope of the work and the relevant deadlines.
Documents
I explain which certificates and supporting documents are needed for the service.
Review and Preparation
I review the documents and prepare the agreed return, report or audit work.
Delivery or Filing
I provide the completed documents or handle the filing with the authority, as agreed.
Initial Information
Frequently Asked Questions
A few short answers before contacting the office.
You can briefly explain why you are contacting the office, such as an annual tax return, a tax refund review, business registration or a notice from an authority.
I can then explain what needs to be reviewed and which documents to prepare.
Let's Talk
Briefly describe the matter and provide contact details. Please do not send sensitive information or confidential documents through the form.