Business Details
29 Years
experience
Trusted CPAs for Individuals and Businesses in Port Washington
Founded in 1997 by a former Principal from a leading Big Four accounting firm, our firm combines global-level technical expertise with boutique-style personalized service. We specialize in serving high-net-worth individuals, hedge fund managers, family offices, and complex businesses requiring sophisticated tax solutions. Our team of certified professionals prioritizes direct client access, prompt responsiveness, and tailored strategies that address unique financial circumstances.With decades of collective experience, we deliver technically sound guidance across tax planning, compliance, and advisory services without corporate bureaucracy. Our commitment to quality ensures every client receives hands-on attention from senior team members who understand the high-stakes challenges faced by our distinguished clientele, including Forbes 400 members and leaders in the financial services industry.
Services
Individual Tax Services
Tax Exempt Organizations
Hedge Fund Taxation
Estate Trust & Gift Tax
Business Tax Compliance
Family Office Consulting
Details
- Year established: 1997
Highlights and features
- Direct access to senior advisors without hierarchical barriers
- Prompt responsiveness with no delayed communication
- Personalized solutions tailored to unique financial situations
- Proven expertise with Forbes 400 members and $100B+ asset managers
- No outsourcing of sensitive tax preparation or filings
Associations and certifications
- Certified Public Accountant
- New York State Society of Certified Public Accountants
- American Institute of Certified Public Accountants
Services
Individual Tax Services
We provide comprehensive tax planning and compliance solutions for individuals ranging from high-net-worth clients to salaried professionals. Our services include annual tax return preparation, year-round strategic planning, estimated tax projections, and multi-state income tax management. Clients benefit from proactive guidance on stock options, RSUs, and complex financial portfolios while maintaining full compliance with federal and state regulations.
Hedge Fund Taxation
Specialized tax services for hedge fund structures focusing on Management Companies and General Partners. We offer strategic fund structuring, Form 1065 preparation, and timely K-1 investor reporting. Our team navigates complex tax issues for onshore and offshore funds with clients collectively managing over $100 billion in assets. Services support both new fund launches and established vehicles in the alternative investment space.
Estate Trust & Gift Tax
Comprehensive estate, trust, and gift tax planning services help preserve wealth across generations. We assist with entity structuring, trust compliance, and gift tax filings while minimizing tax exposure. Our approach ensures assets transfer according to client wishes through customized strategies that address intergenerational wealth preservation and complex family financial dynamics with strict regulatory compliance.
Family Office Consulting
Strategic tax and financial consulting for family offices supporting ultra-high-net-worth individuals. We provide turn-key solutions covering tax compliance, financial oversight, and operational streamlining. Services include identifying tax-saving opportunities, coordinating advisory teams, and delivering hands-on support for both established offices and new setups while maintaining absolute discretion and accountability.
Business Tax Compliance
Full-service tax solutions for businesses of all structures including LLCs, S corporations, and C corporations. We handle entity selection, transaction structuring, and complex compliance decisions with integrated bookkeeping reviews and payroll tax filings. Our advisory services deliver practical solutions for pass-through entities while aligning tax strategies with broader business operations and growth objectives.
People
John T. Ablamsky III
Managing Partner
MBA and CPA with 17+ years of experience advising hedge funds, private equity firms, and ultra-high-net-worth individuals. Specializes in financial services sector taxation at partner and GP levels while maintaining focus on client responsiveness and strategic planning.
Micheli Ablamsky
Tax Manager
CPA with 8+ years of experience in corporate and partnership tax matters. Former RSM and EisnerAmper professional who oversees business entity tax returns with methodical attention to detail and commitment to technically sound deliverables.
Jieren Tan
Tax Manager
CPA specializing in international tax compliance with expertise in FATCA/FBAR reporting and cross-border tax issues. Former advisor to Chinese clients on U.S. tax matters, combining knowledge of both jurisdictions' tax frameworks.
Questions
What types of clients does Ablamsky & Company & Company & Company serve?
We specialize in high-net-worth individuals, hedge fund managers, family offices, and complex businesses requiring sophisticated tax solutions.
Do you offer direct access to senior professionals?
Yes, all clients receive direct access to our senior team members and partners without hierarchical barriers or premium fees.
Are your services limited to local clients?
While based in Port Washington, NY, we serve clients nationwide and internationally with complex tax planning requirements.
How does your firm handle urgent tax matters?
We prioritize prompt communication with all clients, ensuring timely responses to urgent tax compliance and planning needs.
What differentiates your tax services from large firms?
We deliver Big Four expertise with personalized attention, maintaining discretion and avoiding outsourcing of critical work.
Reviews (4)
Kay Ablamsky
Nov 19, 2020
Report
All bias aside (as much as possible at least), John Sr. and Jr. have always been incredibly adept at explaining concepts I don't understand about my own businesses taxes, as well as my personal. I never have any doubt in recommending them to friends and fellow professionals.
Marianne Coale
Jul 29, 2020
Report
Thanks to Ablamsky & Co CPAs - Been using them for years, and never anything but top notch, expert advice and service; extremely responsive. Couldn't recommend them higher. M Coale
Michael Paciello
Jul 15, 2020
Report
John was always available for questions. It goes without saying that my experience with the Ablamsky family was far and beyond any previous I've had with larger agencies who didn't take the time to understand my financial goals.
Mal
Jun 08, 2020
Report
Ive been using Ablamsky & Co for years. Theyre incredibly knowledgeable, always pick up the phone, and take the time to answer all my questions. Highly recommend.
