Our Team

Partners

Mark Perlson , CPA®/PFS®
Managing Partner
516-541-0022 x105
mperlson@perlsonllp.com
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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 ®
Partner
516-541-0022 x119
jdale@perlsonllp.com
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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 ®
Partner
516-541-0022 x108
mdeo@perlsonllp.com
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Michael C. Deo is a Partner at Perlson LLP, a firm that provides tax, accounting, business and financial planning services to closely held businesses and their founders as well as high-net-worth families. His client base spans numerous industries, including technology, hospitality, investment funds, consumer packaged goods, law and healthcare. In addition to the more common types of engagements, Michael has been involved in a range of acquisitions, financing and restructuring transactions.  Michael also manages the firms family office division where he assists wealthy families in a wide array of planning issues including tax, estate, philanthropic, financial and cash flow planning.
 
Michael has successfully managed the needs of his clients throughout his career.  Through his industry expertise and commitment to service, he has enjoyed long-term relationships with his clients.
 
Michael is a member of the American Institute of Certified Public Accountants (AICPA®) and the New York State Society of Certified Public Accountants (NYSSCPA®). 
 
Education:
Hofstra University, M.S., Taxation
University of Maryland – Robert H. Smith School of Business,  B.S., Accounting
 

Benjamin Perlson, CPA ®
Partner
516-541-0022 x116
bperlson@perlsonllp.com
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Ben joined the firm in 2010. He has expertise in a variety of industries including, healthcare, hospitality management and real estate. Additionally, Ben specializes in tax planning for high net worth individuals and works with owners’ of closely held businesses on tax strategy as well as multi-state taxation. 
 
In 2017 Ben was honored by Long Island Business News by being named as one of their 30 Under 30. This distinction is presented to dynamic young professionals under the age of 30, who contribute to the Long Island community through public service and who have made significant strides in business. 
 
Ben is a member in the New York State Society of Certified Public Accountant (NYSSCPA®).
 
Education:
SUNY – Old Westbury, M.S., Taxation
Indiana University – Kelly School of Business – B.S., in Accounting and Finance
 

Accounting Department

Michelle Maisel
Manager
516-541-0022 x112
mmaisel@perlsonllp.com
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Michelle has been with Perlson LLP since 1996. Previously, she had been in private accounting.  
 
Michelle specializes in accounting for franchises, healthcare and law firms. She has consulted in the area of efficiency for franchises and other businesses where her advice has helped her clients achieve increased profitability. In addition to her client-service duties, Michelle is responsible for Perlson LLP’s training and mentoring program. 
 
Education:
Marist College, B.S., Accounting
 

Andrew P. Meyer, CPA ®
Manager
516-541-0022 x128
ameyer@perlsonllp.com
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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

Steven Meditz, CPA
Supervisor
516-541-0022 x 109
smeditz@perlsonllp.com

Steven recently joined the firm as a Supervisor and specializes in the preparation of corporate and personal income tax returns. He enjoys helping newer staff with challenges they may face. Steven works with our clients to provide monthly review and tax projections. He has experience servicing clients in the auto, professional service and retail industries. Outside of the office Steven enjoys spending time with his family, cars and motorcycles and food and fitness.
 
Education:
SUNY Old Westbury -  2013 – Bachelor’s in Accounting
SUNY Old Westbury -  2014 – Master’s in Accounting

BrieAnne Ficarra Vieco, CPA ®
Senior Staff Accountant
516-541-0022 x125
bficarra@perlsonllp.com
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BrieAnne joined the firm in 2007 as an administrative intern and has since diligently worked her way up through our ranks. She is currently a Staff Accountant with extensive knowledge in QuickBooks and helps clients set up complex accounting systems. Brie specializes in accounting for restaurants, medical practices, law firms and preparation of personal income tax returns. She is a CPA® who has been a speaker at the New York State Society of CPA®’s on the subject of Practice Continuity and Succession Planning. Brie has also been invited to participate in a panel discussion for young CPAs. Brie is a member of the American Institute of Certified Public Accountants (AICPA®) and the New York State Society of Certified Public Accountants (NYSSCPA®). 
 
In her time away from the office she has been privileged to study abroad and is proud to have visited 6 out of the 7 continents.
 
Education: SUNY-Old Westbury, M.S. Taxation SUNY-Farmingdale, B.S. Business Management

Peggy Fredericks
Senior Staff Accountant
516-541-0022 x115
pfredericks@perlsonllp.com
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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 ®
Senior Staff Accountant
516-541-0022 x126
hvalgoi@perlsonllp.com
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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
Controller, Senior Staff Accountant
516-541-0022 x117
sparra@perlsonllp.com
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Sandra joined the firm in 2006 as an accountant and is currently our Controller and a Senior Staff Accountant. 
 
A specialist in healthcare, she oversees the corporate accounting and bookkeeping for partners of the largest anesthesiology practice in the US. Additionally, Sandra’s duties include Perlson LLP’s own financial and tax preparation needs.

Education:
Pace University - B.S., Accounting

Corina Monterroso
Staff Accountant
516-541-0022 x 126
cmonterroso@perlsonllp.com

Corina specializes in preparation of corporation, partnership, trust and individual trust tax returns. She is currently working towards her Masters degree in Taxation to further her knowledge of accounting and tax. Prior to joining Perlson LLP she worked as a staff accountant at small firm. Corina looks forward to the opportunity to help clients with strategic business planning and financial transparency. 
 
Education:
Hofstra University, Bachelor of Science in Accounting
Hofstra University, currently pursing Master’s Degree in Taxation 
 

Zachary Coglietta
516-541-0022 x 104
zcoglietta@perlsonllp.com

Zachary joined our firm as a college intern in January 2018 and has recently been promoted to the role of Staff Accountant in June 2019. He specializes in the preparation of corporate and partnership income tax returns. Zachary brings value to the firm in his ability to communicate with clients and colleagues to attain goals. In his free time, he likes to read, travel and spend time with friends and family.

Education:
Nassau Community College, A.A. Liberal Arts
CUNY Queens College, B.S. Accounting
CUNY Queens College, M.S. Accounting

Tina Catalanotti
516-541-0022 x 111
tcatalanotti@perlsonllp.com

Tina is a Staff Accountant and has been with Perlson LLP since 2014. She specializes in tax and accounting preparation for healthcare clients.

Education:
Hofstra University – Bachelor’s of Science in Accounting

Tax Department

Sumayia Anwar, CPA ®
Director of Taxation
516-541-0022 x110
sanwar@perlsonllp.com
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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

Patricia Stark , CPA
Tax Manager
516-541-0022 x 107
pstark@perlsonllp.com

Patricia joined Perlson LLP in 2019 as a Tax Manager.   Patricia has over 20 years experience in public accounting.  Her career includes tax planning, compliance and consulting for diverse industries and individual tax clients, including high net worth, multistate entities, international tax,  wealth management and tax audit support.   She has worked with corporations and partnership entities in the fields of real estate, consulting, investment, medical, technology and foundations.  Patricia is a member of the American Institute of Certified Public Accountants (AICPA).
 
 
Education: State University of New York, Old Westbury

Linda Binello, CPA ®
Senior Tax Accountant
516-541-0022 x124
lbinello@perlsonllp.com
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Linda is a Senior Financial Planner for JP Wealth Management, Inc. and income tax specialist for Perlson LLP. Linda is also an adjunct professor at Nassau Community College where she has been teaching Personal Finance for over 15 years. 
Before joining JP Wealth, Linda worked for many years in the area of banking and finance and is a certified Personal Financial Specialist (PFS®). 
 
Education:
Hunter College, B.A. 
Hofstra University, MBA®
 

Bernard Rappaport, CPA ®
Tax Principal
516-541-0022 x107
brappaport@perlsonllp.com
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Bernard Rappaport, CPA®, is a tax principal at Perlson LLP specializing in estate planning and taxation of closely held businesses. He has represented high net worth individuals, trust and estates, real estate owners, law firms and money managers. Bernie has assisted clients with sophisticated estate tax, income tax, charitable planning and multi-generational issues. Additionally, he has counseled clients on residency issues and represented them on New York State residency tax audits.
 
With regard to estate planning, Bernie has been involved with many high net worth families utilizing valuation techniques, family partnerships and charitable entities. He has been involved in estate administration matters for a range of estates worth $10 million to $400 million, and has represented taxpayers before the IRS on valuation issues. Additionally, he has been involved in estate planning with regard to gifting strategies (i.e. use of Grats, Family Partnerships, Sales and Freeze Transactions).
 
Bernie has served on the Estate, Partnership and Closely Held Business committees of the New York State Society of Certified Public Accountants (NYSSCPA®). He is a former chair of its Estate Planning Committee.
 
Bernie has chaired the annual Estate Planning and S Corporation Conference for the New York State Society of Certified Public Accountants and testified in Washington on proposed partnership regulations. A past speaker, author and webinar presenter, he has written several articles for professional publications and spoken on estate planning, valuation, and partnership taxation.
 
Education:
Baruch College, B.B.A.
Pace University, M.S. in Taxation
 

Audit Department

Beth O’Brien
Audit Manager
516-541-0022 x118
bobrien@perlsonllp.com
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Beth serves as the Audit Manager, overseeing all attestation engagements since joining Perlson LLP in December of 2016. Beth is an experienced auditor, bringing over 15 years of experience in external financial reporting, technical accounting research, financial accounting and internal controls. 
 
Prior to joining Perlson LLP, she worked for two small boutique accounting firms. Beth served as Vice President of External Reporting at Credit Suisse where her responsibilities included preparation of the financial statements for all of Credit Suisse’s U.S. based entities. Beth’s experience also includes time at TD Waterhouse and began her career working in the audit practice of PriceWaterhouseCoopers.

Education:
Fairfield University, B.S., Accounting

Anthony Artz
Staff Accountant
516-541-0022 x 127
aartz@perlsonllp.com

Anthony joined the firm in 2017. He specializes in performing audits and has experience with auditing ERISA Pension Plans. In addition to audits Anthony prepares both corporate and partnership income tax returns. Previously his work at Marcum LLP included audits of hedge and private equity funds and their related companies in the Alternative Investments Group.  In his free time Anthony enjoys soccer, hockey and woodworking.
 
 
Education:
SUNY Oswego – B.S., Accounting
Syracuse University – B.S., Health & Exercise Science

Administrative Department

Angela Remsen
Firm Administrator
516-541-0022 x100
aremsen@perlsonllp.com
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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
Executive Assistant
516-541-0022 x 129
thewitson@perlsonllp.com

Taryn recently arrived at Perlson LLP and has jumped right into her Executive Assistant role to one of the lead Partners. She provides high-level administrative support, including task management, correspondence and meeting scheduling, interpersonal communication and is an exemplary overall team player. Taryn enjoys being a mom to her kids, family time and just having fun!
 
Education:
Loyola University Maryland, Bachelor of Arts
University of Pittsburgh (Semester at Sea)
 

Lois Moser
Administrative Assistant
516-541-0022 x103
lmoser@perlsonllp.com
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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
Family Office Support
516-541-0022
cboninti@perlsonllp.com

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

About Perlson LLP

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Company Info

Perlson LLP
977 North Broadway
North Massapequa, NY 11758

Phone: 516-541-0022
Fax: 516-541-7760
contact@perlsonllp.com