New York, New York, United States
Experienced and results-driven tax professional specializing in tax planning and compliance for individuals, partnerships, corporations, and trusts. I bring deep expertise in the financial services industry—particularly with broker-dealers, private equity firms, and other investment entities—where I help clients navigate complex tax landscapes, minimize liabilities, and remain fully compliant with evolving regulations. With a strong focus on proactive tax planning, I identify opportunities to optimize financial outcomes through strategic entity structuring, efficient income allocation, and careful timing of transactions. I manage all aspects of tax compliance, from accurate return preparation to ensuring timely filings, while maintaining a meticulous attention to detail and adherence to federal and state requirements. My ability to interpret and apply complex tax codes allows clients to stay ahead of risks and make informed financial decisions. I believe in a client-first approach, taking time to understand their goals and tailoring solutions to fit their needs. In addition to my tax background, I also have experience conducting financial statement audits, primarily for broker-dealers and private equity firms, ensuring regulatory compliance and supporting overall financial transparency.