Our Team



Mark Perlson, CPA/PFS - Managing Partner
 
Phone: 516-541-0022 x105
 
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
 
Phone: 516-541-0022 x119
 
Jim is a Partner at Perlson LLP, where he specializes in business planning, state and local taxation at the individual and corporate level, estate taxation, and employee benefit plan audits. 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)and the New York State Society of Certified Public Accountants (NYSSCPA).

 
Education:
Carnegie Mellon University, B.S. in Mathematics
Hofstra University, M.B.A., Accounting
Michael C. Deo, CPA - Partner

Phone: 516-541-0022 x108
 
Mike is a Partner at Perlson LLP, providing tax planning, accounting, and business planning services to closely held businesses and their owners, as well as high-net-worth individuals. His client base includes real estate developers and owners, food and beverage services, law firms, media-related companies, and the healthcare industry. He represents clients in both the U.S. and abroad and often provides complex tax and business planning for global businesses.

Mike manages due diligence engagements, securing financing, corporate structure and planning, and implementing business and tax strategies. He routinely helps companies identify the information necessary to increase profitability while minimizing taxes.

Mike is member of the American Institute of Certified Public Accountants (AICPA)and the New York State Society of Certified Public Accountants (NYSSCPA). He is an active member of the NYSSCPA Real Estate Committee and has spoken at the NYSSCPA Healthcare Conference.

Education:
Hofstra University, M.S., Taxation
University of Maryland, B.S., Accounting
Bernard Rappaport, CPA - Tax Principal

Phone:  516-541-0022 x 107
 
Bernard Rappaport, CPA, is a tax principal at Perlson LLP specializing in estate planning and taxation of closely held businesses. His client base consists of 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 and deductibility of administrative expenses. Additionally, he has been involved in estate planning for real estate families in valuation and gifting, income tax planning for real estate dispositions (i.e. tax free exchanges, co-op and condominium conversions, dealer and transfer tax issues) and the use of Freeze transactions to reduce the taxation of wealth transfers.
 
Bernie has served on the 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 and remains a member today.
 
Bernie has chaired the annual S Corporation Conference for the New York State Society of Certified Public Accountants and testified in Washington on proposed partnership regulations. A frequent 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
Sumayia Anwar, CPA - Manager

Phone: 516-541-0022 x110
 
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, candidate for M.S., Taxation
Queens College, B.S., Accounting and Economics
Michelle Maisel - Manager
 
Phone: 516-541-0022 x112
 
Michelle has been with Perlson LLP since 1996. Previously, she had been in private accounting.  

Michelle specializes in accounting for franchises, healthcare, law firms, and printing clients. 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

JP Wealth Management, Inc.

JP Wealth Management, Inc. is a registered investment advisory firm founded by and available only to clients of Perlson LLP. The company’s philosophy is centered on helping our clients achieve their financial goals. Consequently, the financial planning process begins with a meeting at which our advisors gather information about your financial situation and then define and prioritize your goals making realistic assessments about the future. Next, we coordinate with your legal and other advisors to minimize income and estate taxes. Once we have obtained a detailed understanding of your financial circumstances, including your long-term cash flow situation, we begin the portfolio planning process.

Once our clients’ portfolios are planned and in place, we review them at least quarterly and rebalance them as necessary according to client needs market and economic conditions and other influential factors. Performance reporting is done on a quarterly basis and benchmarked to client goals annually.


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