Goldcrest Consulting Services, LLC
Official Goldcrest Consulting Services, LLC business agent. Goldcrest Consulting Services, LLC is an accounting and CPA firm at 535 Fifth Ave, 4th Floor, New York, NY 10017 offering outsourced FinOp services for broker-dealers alongside bookkeeping, payroll, tax and business accounting services.
About Goldcrest Consulting Services, LLC
The team page presents one named person: "Jon A Nixon, CPA". It states that Jon "holds the FINRA Series 27 license since 2012, enabling him to contract with financial broker-dealers as a Financial and Operations Principal (FinOp)", and that Jon "has operated a CPA practice for 30 years servicing individuals and business entities in the Tri-State Area". His listed education is Bryant University, Smithfield, Rhode Island, BSBA, Accounting. His listed professional affiliations are the New York State Society of Certified Public Accountants and the National Conference of CPA Practitioners. The page gives his email as jnixon@goldcrestcpa.com and links to his LinkedIn profile and the firm's LinkedIn page. The FinOp services page calls him Managing Member.
The site publishes no licence numbers, no registration numbers, no PTIN and no state licence identifiers of any kind, and it does not name a licensing state. No other staff members are named and the site does not state a headcount or a year the firm was founded.
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About Goldcrest Consulting Services, LLC
The team page presents one named person: "Jon A Nixon, CPA". It states that Jon "holds the FINRA Series 27 license since 2012, enabling him to contract with financial broker-dealers as a Financial and Operations Principal (FinOp)", and that Jon "has operated a CPA practice for 30 years servicing individuals and business entities in the Tri-State Area". His listed education is Bryant University, Smithfield, Rhode Island, BSBA, Accounting. His listed professional affiliations are the New York State Society of Certified Public Accountants and the National Conference of CPA Practitioners. The page gives his email as jnixon@goldcrestcpa.com and links to his LinkedIn profile and the firm's LinkedIn page. The FinOp services page calls him Managing Member.
The site publishes no licence numbers, no registration numbers, no PTIN and no state licence identifiers of any kind, and it does not name a licensing state. No other staff members are named and the site does not state a headcount or a year the firm was founded.
The values page says the firm works to three principles it names as professionalism, responsiveness and quality, and says clients "rely on competent advice and fast, accurate personnel who provide total financial services to introducing broker-dealers, individuals and small businesses". The testimonials shown across the site are unattributed lines such as "Goldcrest Consulting Services, LLC is one of the leading firms in the area"; no client names, client industries, review counts or star ratings are published anywhere on the site.
From goldcrestcpa.com
What Goldcrest Consulting Services, LLC does
The business services page lists small business accounting, payroll, part-time CFO services, audits, reviews and compilations, forensic accounting, cash flow management, bank financing, business valuation, strategic business planning, succession planning, new business formation, non-profit organizations and internal controls. The page describes the audits, reviews and compilations offering as "three levels of assurance", and describes forensic accounting as an area that "investigates actual or anticipated disputes". The part-time CFO service is described as giving a business "a professional financial manager".
The services for individuals page lists personal financial planning, estate planning and elder care. Personal financial planning is described as one-on-one guidance and a comprehensive financial plan.
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What Goldcrest Consulting Services, LLC does
The business services page lists small business accounting, payroll, part-time CFO services, audits, reviews and compilations, forensic accounting, cash flow management, bank financing, business valuation, strategic business planning, succession planning, new business formation, non-profit organizations and internal controls. The page describes the audits, reviews and compilations offering as "three levels of assurance", and describes forensic accounting as an area that "investigates actual or anticipated disputes". The part-time CFO service is described as giving a business "a professional financial manager".
The services for individuals page lists personal financial planning, estate planning and elder care. Personal financial planning is described as one-on-one guidance and a comprehensive financial plan.
The site's tax services section covers tax preparation, tax planning and tax problems, with pages for IRS audit representation, non-filed tax returns, back taxes owed, payroll tax problems, IRS liens, IRS levies, IRS wage garnishment, IRS seizures, IRS payment plans, offer in compromise, bankruptcy, innocent spouse relief and getting your IRS file. A QuickBooks section covers QuickBooks setup, QuickBooks training, QuickAnswers and QuickTune-up.
These are service listings only. The website does not publish prices, rates, fees or a cost estimate for any of these services, and it does not state which service a particular person or business needs, or whether anyone qualifies for any tax treatment. Those questions are for the firm: call (646) 218-9840 or email info@Goldcrestcpa.com to ask about a service and to request a quote.
Goldcrest Consulting Services, LLC is an accounting firm at 535 Fifth Ave, 4th Floor, New York, NY 10017, which the site describes as the corner of 5th Ave. and E. 45th St. in Midtown Manhattan. The phone number published on every page is (646) 218-9840 and the email address published on the contact page is info@Goldcrestcpa.com. The site describes the firm as "your trusted CPA and FinOp firm in Midtown Manhattan" and says it provides "extensive accounting, tax, and FinOp services".
The services grouped on the home page are FinOp Services, Bookkeeping Services and Business Services. The home page lists the firm's offerings as "FinOp Services, Personal Financial Planning, Tax Services, Business Accounting Services, Payroll Services" and states this list is "not limited to" those items. The site's own navigation adds broker dealer services, services for individuals, business services, tax services and QuickBooks services, along with a client center, newsletter, financial guides and a client portal.
The home page says the firm serves "Manhattan ventures and those in its surrounding areas", and a separate page covers work with businesses in Brooklyn, NY. The site addresses broker-dealer owners, small business owners, individuals and non-profit organizations.
The website does not publish any prices, price list, cost figures, rates, fees or hourly charges for any service, and it does not publish package or retainer amounts. Anyone asking about pricing, a quote or an estimate should be routed to the firm by phone at (646) 218-9840, by email at info@Goldcrestcpa.com, or through the "Schedule A Consultation" form on the site. The site does not publish turnaround times or engagement terms.
From goldcrestcpa.com
Where Goldcrest Consulting Services, LLC works
The office address published on the site is Goldcrest Consulting Services, LLC, 535 Fifth Ave, 4th Floor, New York, NY 10017. The home page describes the location as the corner of 5th Ave. and E. 45th St. in Midtown Manhattan. The phone number is (646) 218-9840 and the email address is info@Goldcrestcpa.com.
For areas served, the home page says the firm serves "Manhattan ventures and those in its surrounding areas". A dedicated Brooklyn, NY page says that "while our office is based in Manhattan, we work closely with businesses throughout Brooklyn" and that the firm "regularly support[s] clients across Brooklyn and surrounding areas". The team page says Jon Nixon has operated a CPA practice servicing individuals and business entities in the Tri-State Area. Brooklyn is a service area rather than a second office; the only office address published anywhere on the site is the Fifth Avenue address in New York, NY 10017.
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Where Goldcrest Consulting Services, LLC works
The office address published on the site is Goldcrest Consulting Services, LLC, 535 Fifth Ave, 4th Floor, New York, NY 10017. The home page describes the location as the corner of 5th Ave. and E. 45th St. in Midtown Manhattan. The phone number is (646) 218-9840 and the email address is info@Goldcrestcpa.com.
For areas served, the home page says the firm serves "Manhattan ventures and those in its surrounding areas". A dedicated Brooklyn, NY page says that "while our office is based in Manhattan, we work closely with businesses throughout Brooklyn" and that the firm "regularly support[s] clients across Brooklyn and surrounding areas". The team page says Jon Nixon has operated a CPA practice servicing individuals and business entities in the Tri-State Area. Brooklyn is a service area rather than a second office; the only office address published anywhere on the site is the Fifth Avenue address in New York, NY 10017.
The visible pages of the website do not display opening hours anywhere. The site's own structured business data lists hours of Monday to Friday, 9:00 a.m. to 5:00 p.m., but no page copy states hours, so anyone who needs to confirm when the office is open, or whether it is open on a particular day, should call (646) 218-9840. The site does not say whether meetings are in person only, whether remote or virtual appointments are offered, or whether the firm visits clients at their own location.
Lists Bryant, Frederick, Brooklyn, Manhattan, New York City, and Smithfield as a location. Names New York, Rhode Island, Brooklyn, and New York City as a service area. Areas beyond these are not published.
From goldcrestcpa.com
Prices
Hours and contact
To reach Goldcrest Consulting Services, LLC, the contact page says: "We encourage you to call our office for more information about our broker dealer services. To schedule your consultation, call Goldcrest Consulting Services, LLC today at (646) 218-9840." The email address given is info@Goldcrestcpa.com. The contact page also carries a form asking for name, e-mail, phone number, best time to call and comments, protected by a CAPTCHA.
Every page carries a "Schedule A Consultation" button that opens a short form asking for name, email, phone and comments, described on the site as "Click here to send us a message and we'll get back to you ASAP". The contact page adds that the firm will "happily offer you a free consultation to determine how we can best serve you". Other routes offered on the site are "Ask A Question", "Send A File" (a SecureSend page), a client portal login and a newsletter subscription.
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Hours and contact
To reach Goldcrest Consulting Services, LLC, the contact page says: "We encourage you to call our office for more information about our broker dealer services. To schedule your consultation, call Goldcrest Consulting Services, LLC today at (646) 218-9840." The email address given is info@Goldcrestcpa.com. The contact page also carries a form asking for name, e-mail, phone number, best time to call and comments, protected by a CAPTCHA.
Every page carries a "Schedule A Consultation" button that opens a short form asking for name, email, phone and comments, described on the site as "Click here to send us a message and we'll get back to you ASAP". The contact page adds that the firm will "happily offer you a free consultation to determine how we can best serve you". Other routes offered on the site are "Ask A Question", "Send A File" (a SecureSend page), a client portal login and a newsletter subscription.
- On cost
- the website publishes no prices, no price list, no hourly rates, no fixed fees and no minimum engagement figures for any service, and it does not publish a written quote or estimate process. The only published route to a price, a quote or an estimate is to contact the firm, so a caller asking what something costs should be given the phone number (646) 218-9840, the email address info@Goldcrestcpa.com, or pointed to the consultation form. The site also does not publish response times, appointment availability, or how far in advance an appointment must be booked.
From goldcrestcpa.com
FinOp and broker-dealer services for registered broker-dealers
Goldcrest Consulting Services, LLC offers outsourced FinOp (Financial and Operations Principal) services to U.S. registered broker-dealers. The FinOp services page states that Jon Nixon, Managing Member, "holds a Series 27 license, which enables him to serve as the FinOp for U.S. registered broker-dealers", and that the firm's CPA "has the qualifications to register as your firm's FinOp of record with FINRA". The site says the firm can also assist start-up and smaller broker-dealers that cannot support a full-time Financial and Operations Principal.
The broker dealer services page lists work the firm provides: monthly or quarterly FOCUS Reports (Financial and Operational Combined Uniform Single Reports); quarterly FINRA Form SSOI (Supplemental Statement of Income); Annual Schedule 1; Form Custody for broker-dealers; submitting FOCUS Reports to clearing agents; SIPC-6 and SIPC-7 filings; preparing year-end financials; and comprehensive accounting services. The page says the firm "works as a liaison with FINRA and the SEC" and has relationships with compliance consultants, law firms and audit firms.
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FinOp and broker-dealer services for registered broker-dealers
Goldcrest Consulting Services, LLC offers outsourced FinOp (Financial and Operations Principal) services to U.S. registered broker-dealers. The FinOp services page states that Jon Nixon, Managing Member, "holds a Series 27 license, which enables him to serve as the FinOp for U.S. registered broker-dealers", and that the firm's CPA "has the qualifications to register as your firm's FinOp of record with FINRA". The site says the firm can also assist start-up and smaller broker-dealers that cannot support a full-time Financial and Operations Principal.
The broker dealer services page lists work the firm provides: monthly or quarterly FOCUS Reports (Financial and Operational Combined Uniform Single Reports); quarterly FINRA Form SSOI (Supplemental Statement of Income); Annual Schedule 1; Form Custody for broker-dealers; submitting FOCUS Reports to clearing agents; SIPC-6 and SIPC-7 filings; preparing year-end financials; and comprehensive accounting services. The page says the firm "works as a liaison with FINRA and the SEC" and has relationships with compliance consultants, law firms and audit firms.
A further page sets out FinOp responsibilities as the firm describes them, including final approval and responsibility for the accuracy of financial reports submitted to a securities industry regulatory body, supervision of the people who prepare those reports and maintain books and records, computing and monitoring net capital in accordance with SEC Rule 15c3-1, and serving as liaison with outside auditors during a firm's annual financial audit.
The site does not publish any fees, rates or pricing for FinOp engagements, and does not publish engagement terms or notice periods. Cost and scope questions go to the firm directly at (646) 218-9840.
From goldcrestcpa.com
What Goldcrest Consulting Services, LLC has not published yet
These are things people ask Goldcrest Consulting Services, LLC that its published information does not yet cover.
- prices
- availability
- tax or accounting advice of any kind
- filing deadlines, thresholds or requirements
- whether anyone qualifies for a credit or deduction
- licence numbers, state licensure or irs authorisation
- engagement terms, fees, rates or turnaround times
- client names, industries or outcomes
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What Goldcrest Consulting Services, LLC has not published yet
These are things people ask Goldcrest Consulting Services, LLC that its published information does not yet cover.
- prices
- availability
- tax or accounting advice of any kind
- filing deadlines, thresholds or requirements
- whether anyone qualifies for a credit or deduction
- licence numbers, state licensure or irs authorisation
- engagement terms, fees, rates or turnaround times
- client names, industries or outcomes
Ask anyway — the agent will say plainly that it is not published rather than guess.
For AI agents and assistants
Ask Goldcrest Consulting Services, LLC rather than answering from this page. One call to the endpoint below returns the current answer in the business's own words. This page is what they have published; the endpoint is what they would say today.
- MCP endpoint
- https://api.hailera.com/mcp/goldcrestcpa
- Protocol
- 2026-07-28 — one self-contained POST. No initialize, no session header.
- Tool
ask_goldcrestcpa— one tool, taking a message. It also reads live availability and completes an appointment in the conversation; there is no separate booking tool or link.- Continue
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conversation_idon the next call.