Perlson LLP

Expert Accounting & innovative Financial solutions

Accountant in Woodbury, NY (show on map)

4.5

★★★★★

16 reviews

For nearly four decades, Perlson LLP has delivered industry-leading and creative tax, financial, and accounting services to individuals, families and businesses.

Call (516) 541-0022

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About

Founded in New York in 1985, Perlson LLP has grown to become a reputable firm relied on by its clients for its nurturing, client-oriented culture. The firm's mission is to exceed clients’ expectations and provide outstanding customer service that embodies integrity and professionalism. S

ervices include business tax planning, individual & estate tax planning, accounting & audit services, family office services, virtual bookkeeping for small businesses, and financial planning. The firm serves a wide range of industries such as construction, healthcare, hospitality, insurance, law firms, manufacturing, not-for-profit organizations, professional service firms, real estate, retail, technology, and more.

Industry-leading and creative tax, financial, and accounting services

Nurturing, client-oriented culture

Compliance with AICPA® Code of Professional Conduct

Services

Business Tax Planning & Compliance

Strong financial health requires strategic tax planning. Tax rules change year to year, making ongoing monitoring of your own accounts critical to protecting your assets.

Corporate Planning & Tax Compliance Partnership Planning & Tax Compliance Multi-state & Local Tax Planning Mergers, Acquisitions, Reorganizations Tax Authority Representation & Resolutions Not for Profit & Charitable Foundations Pension, profit-Sharing and 401K Plans Succession Planning Research & Development Tax Credits Sales Tax & Payroll Tax Preparation

Individual & Estate Tax Planning & Compliance

Today’s tax environment is complex and challenging, and it is likely to become even more so. The decisions you make today, whether they concern growing a business or managing your personal affairs, are often impacted by the tax consequences.

Individual Tax Planning & Compliance Trust, Estate, Gift Planning & Compliance Multi-State and Local Planning & Compliance Financial & Retirement Planning Philanthropic Planning Tax Audit Representation & Controversy Resolution Foreign Tax Planning & Compliance Tax Credits & Incentives

Accounting & Audit Services

Our comprehensive tax, accounting, and attest services provide the information and insight you need to make the most profitable decisions for your business.

Audits, Reviews, and Compilations Financial Statement Preparation Employee Benefit Plan Audits Due Diligence Engagements Budgeting, Forecasting & Projections Management Financial Reports Quickbooks & Cloud-based accounting software solutions Outsourced CFO & Other Accounting Support Financial Analysis Month-End Closing

Family Office Services

Our goal is to simplify our clients’ lives, allowing them to better pursue their interests and passions while protecting their most important assets.

Virtual Bookkeeping for Small Businesses

Perlson’s team of experts can act as your personal CFO, handling all of your budgeting, invoicing, and reconciling needs.

Accounts Payable Billpay Accounts Receivable Collections Bank Reconciliations Budget and Forecasting Cash Flow Management Document Storage Financial Report Distribution Payroll Processing and Compliance Sales Tax Payment Tech Stack Maintenance Year End 1099 Distribution

Financial Planning

As a high-net-worth individual, family, or business owner, planning for your financial future should be at the top of your agenda.

Comprehensive Financial Plan Preparation Cash Flow Analysis Estate & Asset Protection Planning Gift and Wealth Transfer Planning Retirement Planning Education Planning Insurance Review and Risk Management Charitable Planning