Perlson

Our Mission and History

For nearly four decades, Perlson LLP has been dedicated to providing expert accounting and innovative financial solutions to individuals, families, and businesses. Founded in New York in 1985 by two partners, our firm has grown to become a reputable organization relied on by its clients for its nurturing, client-oriented culture. Our mission is to exceed our clients' expectations and provide outstanding customer service that embodies integrity and professionalism.

Services

At Perlson LLP, we understand that every client is unique, and we offer a range of services designed to meet the specific needs of individuals, families, and businesses. Our services include:

Business Tax Planning & Compliance

We believe that strong financial health requires strategic tax planning. At Perlson LLP, we go far beyond typical once-a-year tax reviews. We carefully track changes in tax rules and regulations to ensure our clients' plans are optimized for the least amount of risk and the most favorable results.

Individual & Estate Tax Planning & Compliance

Our team of experts works collaboratively with individuals and families to craft a strategic estate and succession plan that reflects their wishes and values. We understand the importance of protecting assets and ensuring that our clients' financial futures are secure.

Accounting, Audit & Attest Services

Our comprehensive tax, accounting, and attest services provide the information and insight needed to make informed financial decisions. We offer a range of services, including accounting and bookkeeping, tax preparation and planning, and financial reporting and analysis.

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. We provide a range of services, including wealth management, investment advice, and estate planning.

Virtual Bookkeeping for Small Businesses

Our team of experts can act as your personal CFO, handling all of your budgeting, invoicing, and reconciling needs. We understand the importance of accurate financial reporting and timely decision-making for small business owners.

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. At Perlson LLP, we offer expert financial planning services, including investment advice, estate planning, and retirement planning.

Industries We Serve

We serve a wide range of industries, including construction and architecture, employee benefit plans, franchising, healthcare, high-net-worth families, hospitality, insurance, law firms, manufacturing, wholesale and distribution, not-for-profit and private foundations, professional service firms, real estate, retail and consumer products, and technology and their founders.

Our Philosophy

At Perlson LLP, we believe that integrity, innovation, and excellence are the keys to success. Our team of experts is committed to providing optimal solutions for each client's unique needs. We are dedicated to helping our clients formulate and achieve their goals, and we strive to exceed their expectations at every turn.

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