Brian R. Israel, CPA
“It's important for me to really get to know the people I work with. I never want to say, 'We could have done something if we had only known.'”
Brian has been with ORBA since 1992, and became a Director in 2001. During that time, he has gained extensive experience serving individuals, partnerships and privately-held corporations. He specializes in representing companies in various industries, including food service/restaurants, medical, manufacturing, distribution and professional service firms.
Brian provides guidance on a full-range of services, including budgeting, forecasting, tax planning, financial planning, business consulting services and tax compliance. He also works on compiling, reviewing and auditing financial statements.
Additionally, Brian specializes in tax planning and compliance for individuals, including physicians, attorneys, professional athletes and other executives. His knowledge benefits individuals throughout the various stages of their careers and into retirement.
It is very important to Brian to know his clients, both the business itself and the people behind it. He prides himself in providing close personal attention. For him, that often means house calls. He will proactively visit his clients and their businesses to discuss the newest tax, accounting or industry-related items. He listens and learns about the current issues that they are facing and helps them to formulate the best solutions.
By understanding his clients, he is able to recognize opportunities that may otherwise be lost. A short-lived change in the tax law, coupled with Brian’s knowledge of his client’s situation and his proactive suggestion, resulted in a significant tax savings. In addition, Brian’s knowledge about his clients also gives him the ability to coordinate the best resources from both inside and outside of ORBA to help them succeed.
When Brian is not at his office or a client’s office, you can usually find him and his wife at one of his children’s activities, such as a baseball game, soccer game, recital or the theater. He also enjoys family road trips and releasing his frustrations on the golf course. Both Brian and his wife are very active in the Juvenile Diabetes Research Foundation.
- Juvenile Diabetes Research Foundation
- Deerfield Youth Baseball Association
- Pegasus Soccer Club