Business Details
41 Years
experience
Expert Accounting & Innovative Financial Solutions
Founded in 1985, Perlson LLP has consistently delivered innovative accounting, tax, and financial planning services to individuals, families, and businesses nationwide. Our client-centric approach prioritizes integrity and professionalism, ensuring tailored solutions that align with each clients unique needs. With decades of experience, we specialize in strategic tax planning, estate and trust management, financial reporting, and family office services.Our mission emphasizes proactive advisory, regulatory compliance, and long-term client relationships, supported by a team of experts who combine technical proficiency with personalized service. Committed to exceeding expectations, we adhere to the AICPA Code of Professional Conduct, ensuring ethical standards and client trust in every interaction.
Services
Business Tax Planning
Estate Planning
Virtual Bookkeeping
Financial Planning
Family Office Services
Details
- Year established: 1985
Highlights and features
- We offer four decades of experience in accounting and tax advisory services.
- Our team provides personalized financial planning aligned with client goals.
- Were committed to regulatory compliance and ethical standards.
- We deliver proactive solutions for complex financial challenges.
- Our client-centric approach ensures tailored and transparent service.
Associations and certifications
- AICPA
Services
Business Tax Planning
Strategic tax planning and compliance services to minimize risk while maximizing financial benefits. Our team proactively monitors evolving tax laws, providing tailored strategies for mergers, acquisitions, and succession planning. Clients gain confidence through transparent, forward-thinking solutions aligned with long-term business objectives.
Estate Planning
Comprehensive estate and trust planning to protect assets and ensure seamless wealth transfer. We collaborate with legal and financial advisors to create customized plans for high-net-worth individuals, addressing tax implications and philanthropy. Proactive management safeguards legacies across generations.
Virtual Bookkeeping
Full-service virtual bookkeeping and controller support for small businesses. Services include payroll, cash flow management, and financial reporting. Our cloud-based systems ensure accurate, real-time insights to streamline operations and reduce administrative burdens for clients.
Family Office Services
Holistic financial and household management solutions for affluent families. We handle tax, estate planning, investment coordination, and concierge services to simplify complex financial lives. Personalized attention ensures clients focus on personal and professional priorities without administrative stress.
Financial Planning
Custom financial planning for individuals and families to achieve long-term goals. Our services include retirement planning, risk management, and education funding strategies. We integrate tax and investment insights to build resilient financial futures aligned with client values.
Questions
What services does Perlson LLP LLP offer?
We provide accounting, tax planning, financial advisory, family office services, and virtual bookkeeping for individuals and businesses.
How long has Perlson LLP LLP been in business?
We’ve been serving clients since 1985, offering expert financial solutions for nearly four decades.
Does Perlson LLP LLP serve clients nationwide?
Yes, we work with individuals and businesses across the U.S., providing tailored financial services.
Are there payment plans for your services?
We offer flexible pricing tiers, including monthly subscription plans for virtual bookkeeping and controller services.
Reviews (7)
Sheryl-Anne Sastow
May 20, 2021
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I cannot recommend Perlson Accountants & Advisors more highly. They have taken care of my taxes and given me financial advice for the past appx 20 years. When Mark Perlson, who I adore, retired, Ben, his son stepped into his shoes. Ben is bright, caring, smart and responsive. Again, I cannot recommend Ben and his firm more highly
E. M.
May 02, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Our firm engaged Perlson LLP to provide tax guidance and tax preparation. Their level of service is unparalleled and sets a new gold standard for accounting firms. Each individual with whom I conversed or exchanged emails was courteous and accessible. I highly recommend Perlson LLP.
Our firm engaged Perlson LLP to provide tax guidance and tax preparation. Their level of service is unparalleled and sets a new gold standard for accounting firms. Each individual with whom I conversed or exchanged emails was courteous and accessible. I highly recommend Perlson LLP.
Michael Harry
May 02, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
I can't recommend Perlson LLP highly enough. From my personal taxes to both of my small businesses, the team at Perlson has gone above and beyond helping me succeed professional. They look out for their clients and are easy to work with, responsive, and genuinely good people to work with! Grateful to have them in my corner!
I can't recommend Perlson LLP highly enough. From my personal taxes to both of my small businesses, the team at Perlson has gone above and beyond helping me succeed professional. They look out for their clients and are easy to work with, responsive, and genuinely good people to work with! Grateful to have them in my corner!
Jeremy Clover
Apr 25, 2021
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I've been working with Perlson LLP for the last 7 years now for two businesses and my personal taxes, and they've always been fantastic. They're reliable over-communicators, which is great for me, since I just want the confidence to know that taxes are something that I don't have to worry about. They're always great at letting me know what's going on now (and why), what to expect next, and steps I should be taking proactively. Michael Deo specifically is great at making sure that I'm well taken care of. I'm a customer for life now. Huge thanks to being there as my family and I have "grown up".
John Merendino
Apr 16, 2021
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I have been working with Michael Deo and Perlson LLP for over 15 years now on both my business and personal tax planning needs. Michael and his team are not only professional and experienced, but provide personalized client service that is unlike any other tax firm that I have worked with. They are reliable, provide timely communication and ongoing planning strategies which are always valuable to my personal situation. If you are looking for any form of tax or financial advice, I would highly recommended Michael and Perlson LLP.
Scott Saturn
Apr 15, 2021
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I don't often write reviews but I felt compelled to review this company because in the few years that I have used them to handle my accounting needs I have been incredibly impressed. I have worked with a few accountants throughout my career and none rival the level of care and professionalism that Perlson LLP provides. Without a doubt, trust them with all of your accounting needs. Simply put, you don't know what your missing until you use Perlson LLP.
Michael Fusco
Apr 12, 2021
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Perlson LLP is the best CPA and advisory firm. I've had the pleasure of working with Michael Deo and his team for many years, and they're always available to help with my accounting needs. Whether it's tax planning, tax filing, pension planning, reviewing financials, or even setting up an entity, Perlson gets the job done. After working with other less desirable accounting firms, I am glad I found Perlson. I refer them to all of my clients and friends and recommend you hire them as well.
