Harvey I. Bezozi, CPA, CFP®
IRS Tax Wizard
Forensic CFO Watchdog
Financial Strategist

Harvey I. Bezozi, CPA, CFP®, originally from New York and an honors graduate from the University of Maryland, started his career in Washington, DC working for Coopers & Lybrand (now PriceWaterhouse Coopers) and Peat Marwick (now KPMG), two of the largest and most prestigious accounting firms in the world.

While at Coopers & Lybrand he worked in the financial auditing department on clients including Georgetown University, CBS Television, National Public Radio, the State of Maryland, Washington Hospital Center, and SWIFT (Society for Worldwide Interbank Financial Telecommunication). Mr. Bezozi also worked on the complex Divestiture of AT&T (when AT&T split up to form the long-distance company and the local Bell operating companies). He received high recognition for his work here, especially in the area of assisting senior financial executives and engineers at AT&T develop better efficiency in their departmental accounting procedures, controls, and budgeting.

Deciding that he wanted to focus his career on becoming a tax expert, Mr. Bezozi then joined the tax department of Peat Marwick where he worked on the tax returns of many prominent political figures including a former U.S. Secretary of State, Secretary of Commerce, Presidential candidate, and Senator, savvy real estate developers and brilliant business moguls, and famous musicians, rock-stars, and athletes.

After leaving Peat Marwick, he joined forces with a retired veteran IRS agent and devoted his time to learning how to help individuals and businesses with federal and/or state tax problems. Mr. Bezozi has become one of the best in the country at resolving client tax problems. He has a knack for preparing extremely detailed and accurate paperwork and has been told so by several very experienced IRS employees that the documentation he submits is “the best they’ve seen yet.” He also comes up with settlement plans that are very favorable to clients and are also very realistic to qualify for and stay in compliance with. Mr. Bezozi considers the work he does is an “art” not a “science.” He has the many years of experience, and accordingly, the judgment required to solve the most complex types of cases that he is used to handling.

More recently, Mr. Bezozi has gotten back to his roots (working with clients of some of the largest and most prestigious accounting and law firms in the country) by becoming very involved in using his financial acumen both as a CFO Guru and Tax Wizard. Clients now continually hire him as their: (a) Concierge CPA / Outside CFO; (b) IRS & State Tax Resolution Expert; (c) Chief Business Strategist and Deal Structurer; (d) Special Counsel To Boards of Directors, Executive Committees, and CEOs; (e) Advisor To Businesses, Business Owners, Individuals, Families, Trusts and Estates, and Private Foundations; (f) Financial Strategist, Problem Solver, and Workout Specialist; (g) Forensic Tax Analyst and Expert Witness in Tax and Financial Planning Matters; (h) Director of Mergers, Acquisitions, and Reorganizations.