Sign in to view more insights
Get insights to quickly find providers that fit your needs, view mutual connections, and contact them directly Sign in
176 results for Tax Advisory in New York, NY
-
Matthew John McNally, Private Equity Tax Specialist
Providing services: Accounting, Tax Law, Financial Accounting, Tax Advisory, Business Consulting, Project Management, Real Estate, Bookkeeping, Personal Tax Planning, Tax Preparation
New York, NY
Summary: I focus on private equity, portfolio companies, hedge funds and venture capital firms…and my clients rely on my knowledge and guidance around tax risk, changing standards, financial due diligence and M&A. I am the Managing Partner and founding member of Evolved, LLC. I have more than 20 years’ experience in private and public sector tax, including 12 years at various multi-national accounting firms such as Ernst & Young, PwC and Deloitte in New York City. I write about and speak on new or evolving tax law, and I am highly skilled at supporting investment management firms (both partnerships and corporations) with issues surrounding mergers and acquisitions, tax structuring, compliance, due diligence and other consulting matters. In addition to serving my clients, I have overseen the functional and technical direction of multiple tax technology projects. This includes analyzing detail requirements, process design and configuration of new and existing internal tax software. I received my BBA in Finance and Accounting from Hofstra University, and my MBA from Cornell University.
-
Michael Williams
Providing services: Accounting, Financial Accounting, Personal Tax Planning, Small Business Tax, Tax Preparation, Tax Advisory, Financial Planning, Tax Law, Estate Planning Law, Bookkeeping
New York, NY
Summary: I am a CPA (licensed in NY and CA) with broad experience in many aspects of accounting, auditing, tax, and business and financial management. I am presently a partner at Prager Metis CPAs, LLC (https://pragermetis.com/), an accounting and consulting firm. We assist our clients in a way that they can continue on their own path toward economic success through carefully thought out financial, accounting, and business solutions.. Over the years I have found that I have a knack for taking our complex (which gets more complex year after year) tax law and breaking it down in to terms my clients understand. I have found that most do not want to be bothered with the technicalities of the law, they just want to pay the lowest legal tax and have confidence that the people advising them are doing the right thing.... my team and I do our best to give our clients that confidence. My firms has specialties in the areas of taxation (compliance, planning and examination), business management, business consulting and accounting and auditing. My goal is to provide my clients with the tools to provide them financial accounting and business solutions in a format that can understand at a cost that is fair. I work with closely held and family owned enterprises who operate in many ventures including the arts, distribution, professional services, real estate, and other industries. I also work with not for profit organizations. I often advise new and existing businesses on the accounting and tax implications of formation of a business structures and operational issues.
-
Charlène Cochard
Providing services: Business Consulting, HR Consulting, Financial Consulting, Tax Advisory, Project Management, Financial Analysis, Budgeting, Financial Advisory, Financial Accounting
New York, NY
Summary: Ces 7 dernières années, j’ai travaillé en tant que CFO de marques fran?aises premium implantées aux états Unis. J'ai conseillé + de 30 entreprises sur leur stratégie financière et opérationnelle de leur filiale. Pour atteindre les objectifs de nos clients, nous proposons : ?? La finance ?? Les opérations ?? La logistique et douanes ??♀? Les RH ??♂? Les taxes Nos références : Ba&sh, Officine générale, Fusalp, Lacoste, CWF, Inou? Editions, Jacadi, Pain de sucre, Le Tanneur, Léon&Harper, L'uniform, From Future. Vous êtes une marque fran?aise voulant conquérir la 1ère économie mondiale ? Envie d'en savoir plus et de collaborer avec nous ? ?? Contactez nous : [email protected]
-
Jonathan Shalik
Providing services: Personal Tax Planning, Small Business Tax, Financial Accounting, Bookkeeping, Tax Preparation, Accounting, Tax Advisory
New York City Metropolitan Area
Summary: I am an experienced CPA providing a comprehensive range of personalized professional services to individuals, entrepreneurs and closely-held businesses across various industries. Our services, which includes tax, accounting, fiduciary and strategic advisory services, are tailored to the dynamic needs of our diverse clientele. Our practice is based in New York City and Greenwich CT and we service clients in the New York Tristate area and across the United States in person and virtually. We leverage industry leading platforms and processes to enhance the quality, convenience, and timeliness of our service and the overall client experience. We take the security of your data and information very seriously, employing encrypted systems and multiple layers of protection to minimize data loss or theft. We take a hands-on approach to client service and treat the quality of service and the trust and relationships we build as important as the quality of the work product. We listen and cater our services to your specific needs. Through strategic planning and tax savings strategies, we aim to help you balance tax minimization with your near-term and long-term financial and non-financial needs and objectives. Have peace of mind working with a professional who will understand your unique situation and someone who you can trust and call upon as a valuable resource. Professional services offered includes: +strategic tax planning, compliance & advisory +accounting, management support & CFO +comprehensive financial modeling & projections +mergers, acquisitions & transaction advisory +entity selection & formation +forensic accounting, matrimonial & litigation support +executorship & trustee services +fiduciary tax, accounting, administration & support Clients serviced includes: +individuals including high-net-worth individuals and families +closely-held businesses and enterprises +investment ventures +estates & trusts
-
Marlon J. Dunbar, CPA, EA
Providing services: Accounting, Bookkeeping, Financial Accounting, Personal Tax Planning, Small Business Tax, Tax Preparation, Tax Advisory, Financial Planning, Retirement Planning
New York, NY
Summary: High net worth tax and accounting specialist with industry experience in family office, hedge funds, private equity, music, film/TV, sports, and private foundations. Academic preparation includes BA in Economics – Middlebury College and MS in Accountancy – CUNY. CPA licensed in NY & NJ.
-
-
Nathaniel Duanshi
Providing services: Financial Planning, Financial Advisory, Retirement Planning, Tax Advisory, Life Insurance
New York, NY
-
Summary: Motivated and skilled professional with substantive accounting experience in leading firms. Comprehensive knowledge of Generally Accepted Accounting Principles (GAAP) and a thorough understanding of tax regulations, and audit procedures gained through school projects. CPA Exam in progress
-
John Marcarian
Providing services: Tax Advisory, Accounting, Leadership Development, Relocation, Financial Consulting
New York, NY
Summary: By his mid-teens John Marcarian had read his first book on international tax planning and was hooked. John has since become a chartered accountant, international tax advisor and the founder of both CST Tax Advisors and the Expatland Global Network. Throughout his youth John developed a keen interest in business, sport and travel. At the age of 26, he recognised that starting his own business with a focus on international business and tax and was the direction his professional career was headed. In 1992 John founded what is now CST Tax Advisors, and in 2004 he established CST’s first overseas office in Singapore. Since that time, CST Tax Advisors has also developed a UK and US business. In 2008 John completed his Masters of International Tax at ATAX, the University of New South Wales, also being awarded the John Raneri Prize for 1st Place in the Masters Programme. While developing CST's business John recognised that all his client’s living away from home actually resided in the virtual country of ‘Expatland’. John’s passion has always been to make his clients lives easier at home and abroad. As part of this John wrote Expatland in 2015. The book has been widely cited as a landmark book in planning for a move overseas. In 2018 John founded the Expatland Global Network. The Expatland Global Network provides solutions for globally mobile people and helps to solve their day to day moving challenges. In 2019 John was awarded the Expatpreneur Award by The Finder Magazine in Singapore in recognition of his contribution to the Singapore business community. A regular speaker, John travels widely, presenting numerous papers around the globe to organisations such as the American Australian Association, AustCham Singapore, Australians in Film in Los Angeles, and Australian Business (in London) to name a few. In 2023 John established CST’s New York Office and continues to advise clients that wish to move to the USA about tax and business issues.
-
Antonio Cruz
Providing services: Accounting, Small Business Tax, Tax Preparation, Payroll Services, Tax Advisory
Queens, NY
Summary: Tax Accountant and entrepreneur with 20+ years of experience in Corporate, LLC's, Partnerships and Individual Tax Returns.
-
Brenda M. M.
Providing services: Financial Accounting, Financial Advisory, Financial Reporting, Tax Advisory, Tax Preparation
New York City Metropolitan Area
Summary: At FORVIS, the commitment to service excellence in the alternative investment sector is unrivaled. With over a decade of experience in business development, strategy, and client relationship management, my primary focus has been to drive strategic growth initiatives and cultivate enduring partnerships in the asset management industry. The ability to seamlessly integrate expertise in cryptocurrency and Bitcoin technologies into our service offerings distinguishes our approach. Previously, my tenure at BKD CPAs & Advisors equipped me with a profound understanding of the intricacies within hedge funds, RIAs, and private equity funds. We capitalized on innovative sales strategies and comprehensive market assessments, enabling the delivery of tailored assurance, tax controversy, and advisory services. This foundation of client-centric and data-driven methodologies underpins the team’s ongoing pursuit to elevate financial outcomes and cement FORVIS as a leader in the dynamic asset management landscape.