Our Team
Partners
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Mark Perlson, CPA/PFS
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James A. Dale, CPA
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Michael C. Deo, CPA
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Sumayia Anwar, CPA
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Anthony Artz
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Linda Binello, CPA
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Claudine Boninti
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BrieAnne Ficarra, CPA
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Peggy Fredericks
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Joanne Hitchings, CPA
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Arman Hossain
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Michelle Maisel
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Andrew P. Meyer, CPA
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Danielle Montefusco
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Lois Moser
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Beth O’Brien
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Sandra Parra
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Benjamin Perlson, CPA
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Bernard Rappaport, CPA
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Angela Remsen
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Heidi Valgoi, CPA
Mark Perlson, CPA/PFS
After starting his career at a large public accounting firm, Mark Perlson launched Perlson LLP in 1985.
Perlson is unique among CPAS on Long Island because he offers not only accounting services to businesses and business owners and professionals, but he also provides financial planning and wealth management services.
In addition to serving as Perlson LLP’s Managing Partner, Mark is Co-Founder and Director of Financial Services of JP Wealth Management Inc., a federally regulated Registered Investment Adviser. JP Wealth Management, which has an office in Charleston, SC as well as in New York, provides comprehensive wealth management services to Perlson LLP clients.
Perlson LLP, with its wealth management arm, represents the realization of Mark’s vision to comprehensively advise clients by leveraging the knowledge gained while serving as your accountant and tax advisor to also offer counsel on your personal finances.
A recognized expert in accounting, tax planning and profit enhancement for closely-held businesses and high-net-worth-inpiduals (HNWIs), attorneys often call upon Mark for advice on entity structure and the tax ramifications of business transactions their clients must make. Mark’s clients include high-net-worth inpiduals, healthcare practices, software companies, insurance brokers, and law firms. He has extensive experience in business mergers and acquisitions.
Mark is a member of the American Institute of Certified Public Accountants (AICPA)and the New York State Society of Certified Public Accountants (NYSSCPA). He lectures frequently at the NYSSCPA Healthcare Conference, and is often quoted in Newsday, Financial Advisor, and other media outlets.
Mark has served on the Board of Directors of the Solomon Schechter Day and High School of Long Island and is a past president of the Jericho Jewish Center.
Education:
University at Albany, B.S. in Accounting
James A. Dale, CPA
Jim is a Partner at Perlson LLP, where he specializes in business planning, state and local taxation at the individual and corporate level and estate taxation. He has extensive knowledge and experience in ERISA (employee benefit plan) audits and currently oversees the audits of two ambulatory surgical centers.
His clients include closely held businesses, high-net-worth individuals and technology companies. Jim’s experience and understanding of multistate taxation gives him the ability to build sound tax strategies and business plans for his clients. He works closely with business owners to develop their companies and translate complex tax and business advisory issues into actionable plans.
Jim is a member of the American Institute of Certified Public Accountants (AICPA), the New York State Society of Certified Public Accountants (NYSSCPA) and the Employee Benefit Plan Audit Quality Center (EBPAQC).
Education:
Carnegie Mellon University, B.S. in Mathematics
Hofstra University, M.B.A., Accounting
