Our Team
Partners
Accounting Department
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Michelle Maisel
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Andrew P. Meyer, CPA ®
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BrieAnne Ficarra, CPA ®
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Peggy Fredericks
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Heidi Valgoi, CPA ®
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Sandra Parra
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Arman Hossain
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Corina Monterroso
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Hari Roshyara
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Ariana Urbancik
Tax Department
Audit Department
Administrative Department
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-individuals(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 individuals, 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
Michael C. Deo, CPA ®
Benjamin Perlson, CPA ®
SUNY – Old Westbury, M.S., Taxation
Indiana University – Kelly School of Business – B.S., in Accounting and Finance
Michelle Maisel
Marist College, B.S., Accounting
Andrew P. Meyer, CPA ®
Andrew has been with Perlson LLP since 2013, where he provides tax planning, accounting, and business consulting services to closely held businesses and their owners, as well as high net worth individuals. Prior to joining Perlson LLP he worked as a staff accountant at a boutique accounting firm for five years. He represents clients from a wide range of industries including restaurant and hospitality, distribution, real estate, & professional services. His focus is to obtain an understanding of clients’ businesses to pinpoint information needed to devise planning opportunities that increase profitability & minimize taxes. Andrew is a member of the New York State Society of Certified Public Accountants (NYSSCPA®).
Education:
SUNY-Old Westbury, M.S., Taxation
University of Maryland, B.S., Accounting
BrieAnne Ficarra, CPA ®
SUNY-Old Westbury, M.S. Taxation SUNY-Farmingdale, B.S. Business Management
Peggy Fredericks
Peggy has been with the firm since 1998. Previously, she worked in private industry as a business analyst and a benefit administrator. Peggy specializes in accounting for healthcare practices. She provides tax and financial planning services for high net worth individuals.
Education:
SUNY – Oswego, B.S., Business Administration
Heidi Valgoi, CPA ®
Heidi has over twenty years of tax and accounting experience, fifteen of them in public accounting. Much of her career has involved servicing the accounting and tax needs of high net worth individuals and small to mid-sized companies predominately in the real estate, construction, insurance and professional service industries. In addition to her vast taxation and financial statement experience, she also has extensive knowledge with QuickBooks and helps businesses design and implement effective accounting systems for clients.
Education:
Hofstra University – B.B.A., Accounting
Nassau Community College, A.S., Accounting
Sandra Parra
Education:
Pace University - B.S., Accounting
Arman Hossain
Corina Monterroso
Hari Roshyara
Ariana Urbancik
Sumayia Anwar, CPA ®
Sumayia has been at Perlson LLP since 2003, except for a short stint at a large financial services firm. Her experience in the private sector taught her she has a passion for public accounting. Her expertise in tax, particularly tax research, allows her to advise clients on a wide range of strategic issues regarding profitability consulting and tax planning.
Sumayia is a member of the American Institute of Certified Public Accountants (AICPA®)and the New York State Society of Certified Public Accountants (NYSSCPA®). She also belongs to the Network of Young Bangladeshi Professionals (NYBAP).
Education:
SUNY-Old Westbury, M.S., Taxation
Queens College, B.S., Accounting and Economics
Linda Binello, CPA ®
Bernard Rappaport, CPA ®
Baruch College, B.B.A.
Pace University, M.S. in Taxation
Beth O’Brien
Education:
Fairfield University, B.S., Accounting
Angela Remsen
Angela is the Firm Administrator of Perlson LLP. She joined the firm in 2001 and has over 20 years of extensive private and public management experience which include her prior roles at Neuberger Berman and local governmental service. Angela handles all aspects of the firm’s administration including daily operations, media technology and mentorship for our college internship program. She coordinates the processing of personal, estate and trust income tax returns during tax season and oversees the maintenance of our client document portal.
Angela is proficient in the support of executive-level principals and their corresponding responsibilities and needs. She works closely with staff to ensure that Perlson LLP continues to deliver superior accounting and financial services to our clientele based upon her impeccable professional skill set.
Angela embodies Perlson LLP’s entrepreneurial spirit and maintains business ventures outside of her professional duties at the firm. Angela and her husband are the proud parents of two sons and are passionate about family, traveling, and volunteerism.
Education:
York College of Pennsylvania
Taryn Hewitson
Lois Moser
Lois joined the firm in 2006 as our Administrative Assistant. She has a diverse background in business support and excels at providing administrative assistance to our clientele. Lois handles much of the firm’s billing and accounts receivable duties. She takes great pride in her work and finds joy in making sure the team at Perlson LLP have what they need to be successful. Her work is driven by a genuine desire to make people happy. Lois is a travel specialist and is responsible for the firm’s travel arrangements. She is a Notary commissioned in the state of NY and enjoys swimming and her pets.
Education:
SUNY Empire - B.S. in Economics and Small Business Management
Claudine Boninti
With over twenty-five years of experience, Claudine’s career in the commercial financial and accounting industry serves the firms high-net worth individuals and corporations. Claudine has been accountable for development and leadership of entire finance functions as well as day to day operations management. Her diverse knowledge and proven experience provides our Family Office Support clients with the care they require.
Education:
Hofstra University
B.B.A. Management