Founded in 1985, Perlson LLP today provides an elite client list with exceptional accounting, tax, and financial planning for businesses and their owners, individuals, and wealthy families. We offer a nurturing, client-oriented culture. Our goal is to exceed our clients' expectations, always acting with integrity and professionalism.
We strive to provide the highest level of personal and professional ethics and integrity. We value relationships among our team, our clients, our business partners, and our community. We listen to our clients. We constantly seek new ways to provide exceptional client service. We maintain frequent contact with every client.
We strive to provide the highest level of personal and professional ethics and integrity. We value relationships among our team, our clients, our business partners, and our community. We listen to our clients. We constantly seek new ways to provide exceptional client service. We maintain frequent contact with every client.
Services
Individual & Estate Tax Planning & Compliance
Report
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. At Perlson LLP, we consider the immediate and future tax implications of every financial decision you make to help maximize profitability and minimize risk.
Accounting & Audit Services
Report
Our comprehensive tax, accounting, and attest services provide the information and insight you need to make the most profitable decisions for your business. From bookkeeping, to payroll, to preparing financial statements for banks or investors, our professionals provide knowledge and guidance based on years of experience.
Virtual Bookkeeping for Small Businesses
Report
Perlson's team of experts can act as your personal CFO, handling all of your budgeting, invoicing, and reconciling needs. Our virtual bookkeeping services give you peace of mind, knowing we are safeguarding your financial information, handling time-intensive tasks, and ultimately making you more productive.
Financial Planning
Report
As a high-net-worth individual, family, or business owner, planning for your financial future should be at the top of your agenda. Our team at Perlson LLP begins the financial planning process by reviewing your insurance coverage and asset allocations. We help you establish realistic goals and craft a comprehensive financial plan based on your circumstances and risk tolerance.
Employee Benefit Sponsored Plans
Report
A member of AICPA's Employee Benefit Plan Audit Quality Center, Perlson LLP assists plan sponsors and administrators by performing employee benefit plan audits for benefit plans that fall under the Employee Retirement Income Security Act (ERISA), which covers most plans in the private sector. These specialized audits are intended to help ensure plan sponsors and administrators fulfill their fiduciary duties to plan members.
Reviews
Be the first to review Perlson.
Write a Review
