Specialties
We discreetly serve individuals, families and businesses with a suite of comprehensive tax, accounting, and family office services, and well structured advice and support.
Our CPA firm has been providing highly personalized accounting, tax and consulting services to our clients for 30+ years. We take a proactive approach to tax services. By keeping current on new tax laws, and a strong emphasis on IT-infrastructure/training, we are in a position to efficiently identify key tax planning opportunities that minimize your current and future tax liabilities. We provide our individual and business clients with the accounting and tax expertise and knowledge that they deserve throughout the year.
Meet the Business Owner: Peter F.
Peter is the Managing Partner of the CPA firm, and also heads up the Family Office Advisor services group. He has been a CPA and wealth advisor for 20+ years, and has strong relationships with numerous large family offices in the U.S. and Europe. He is currently strategic advisor to numerous Private Equity, Venture Capital and Hedge Funds. He has represented numerous middle-market companies to purchase, sell, refinance, or restructure. He is a CPA licensed in New York and CT, and has worked in public accounting for 20+ years. He was a Financial Analyst at Donaldson, Lufkin & Jenrette, and Spear, Leeds & Kellogg. He received his MBA in finance from the University of Bridgeport, and his BS in accounting, magna cum laude, from the University of Bridgeport.