Insurance brokers require a different level of service. Perlson LLP customizes our offerings to take care of your number one client – you.  You cannot provide adequate support to your client unless the accounting, planning and reporting for your own firm is taken care of first. We help you do your job by first doing ours. Our full-circle, full-service accounting and tax services ensure that your firm is kept informed and always in compliance. Our in-depth knowledge of the insurance industry can’t be matched.
Our services include:
  • Accounting, bookkeeping management and payroll services
  • Audits, reviews and compilation of financial statements
  • Tax planning and compliance for the business and its owners
  • Business structure and entity planning
  • Revenue-sharing analysis
  • Cash flow and budgeting
  • Premium trust analysis
  • Industry benchmarking
  • Merger and exit planning
  • Internal accounting controls
  • Multi-state nexus analysis
  • Partner and shareholder compensation
  • Pension and retirement planning
  • Internal accounting controls
  • Capital raise and debt financing assistance

It’s not an overstatement in saying that having Perlson, LLP manage our corporate accounting is one of the pillars to our success as an organization. From day one of our 15 year relationship they represented themselves as part of our “team”, never just a vendor providing a service. Their expertise and counsel have been invaluable to us throughout the many business challenges we have come up against. We couldn’t be prouder to recommend them professionally as they bring a level of professionalism and integrity that is without equal.
—Larry Callahan, CFO/COS Millennium Alliance Group, LLC

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Company Info

Perlson LLP
977 North Broadway
North Massapequa, NY 11758

Phone: 516-541-0022
Fax: 516-541-7760