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 * Home
 * Firm
   * Alan R. Adelman
   * David E. Mond
   * Jack E. Gold
   * Warren M. Bergstein
   * International Affiliates
   * Opportunities
 * Services
   * Business
     * Consulting Services
       * Business Formation
     * Technology Services
       * Peachtree
       * Quickbooks
     * Finance Services
     * Tax Services
       * Nexus
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     * Executive and Family Office
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       * Family Financial Services
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Skip to content
 * Home
 * Firm
   * Alan R. Adelman
   * David E. Mond
   * Jack E. Gold
   * Warren M. Bergstein
   * International Affiliates
   * Opportunities
 * Services
   * Business
     * Consulting Services
       * Business Formation
     * Technology Services
       * Peachtree
       * Quickbooks
     * Finance Services
     * Tax Services
       * Nexus
   * Individual
     * Executive and Family Office
       * Personal Payables Manager
       * Family Financial Services
     * Personal Finance Services
       * Portfolio Review
     * Risk Planning and Mitigation Services
     * Personal Tax Services
       * FBAR Compliance
   * Trusts/Estates
   * Not-For-Profit
   * International
 * Clients
 * Resources
   * Recent and Upcoming Tax Presentations
   * Newsfeed
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   * Annual Year End Tax Guides
 * Contact
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AKMCPA


THERE’S MORE TO A SUCCESSFUL CPA RELATIONSHIP THAN TAX RETURNS.

If your CPA relationship centers on required filings, you just might be missing
out. Sure, you need to ensure timely, accurate compliance. But there isn’t a lot
of value for you in that. Beyond making the deadlines, you want to plan ahead to
make sure that you minimize your tax liability, preserve financial flexibility
and keep making progress towards your business and personal goals.


FINANCIAL SUCCESS BRINGS COMPLEXITY.

This is true whether you are an owner of a closely-held business, a partner in a
professional firm, a c-level employee or a professional athlete, artist or
performer. Keeping track of all the different elements that comprise your
financial life becomes more difficult. Making them work together seamlessly
becomes too big a job for you to do alone. The right CPA can be your partner in
all of this, ensuring that your wealth is well-protected, suggesting strategies
that help you achieve your goals, reducing nasty surprises at tax time and
deploying carefully-chosen secure technology to minimize needless effort.


THE RIGHT CPA CAN HELP YOU SIMPLIFY THINGS.

AKM clients rely on us as their most trusted business advisor. We assist them
with a wide range of financial and tax planning strategies. From
wealth-preserving trusts (GRAT, CRAT, CRUT, etc.) and comprehensive portfolio
review to specialty compliance for multi-state and multi-national investors
(FIRPTA, FATCA, etc.) to everyday bill payment and multi-family office services,
we provide strategies and tactics to make your life easier and help you keep
more of what you have worked for.

Take a look at our site, get to know us a little and think about how you might
benefit from a more valuable CPA relationship. Then contact us to set up a
complimentary appointment to find out if we are the right CPA firm for you.


 * BROWSE
   
    * News
    * Tax Guides
    * Tools
    * Payments


 * SERVICES
   
    * Business
    * Individual
    * Trusts/Estates
    * Not-For-Profit
    * International


 * NEWS
   
   * Little-Known Tax Fact: Does It Pay to Play? Olympic Awards and the IRS
   * Do You Have an Exit Plan to Monetize Your Business?
   * ALERT: This May Be Your Last Chance to Avoid Penalties On Inherited IRAs
   * Updated Alert: Corporate Transparency Act Requires Action from Most
     Businesses
   * Webinar: The Role of Estate and Gift Tax in Financial Planning
   * AKM 2023-2024 Tax Guide Now Available


 * OUR SERVICES
   
   Take a look at our services section to get an idea of all the ways we can
   help you or your business.
   Read More
   
   
   AKMCPA TEAM
   
   Know the people who work hard to live up to our promise to be your most
   trusted business advisor.
   Read More
   
   
   RESOURCES
   
   Be well informed. Read our tax guides, news and alerts. Access planning tools
   and calculators.
   Read More
   
   
   GET IN TOUCH
   
   A little advance planning can make all the difference and put you in a
   position of strength.
   Start Now
   
   

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ADELMAN KATZ & MOND LLP
Your Most Trusted Business Advisor

230 West 41st Street, 15th Floor
New York, NY10036-7207
212-382-0404
fax: 212-382-2686
www.akmcpa.com

Partners:
Alan R. Adelman, CPA
David E. Mond, CPA
Jack E. Gold, CPA
Warren M. Bergstein, CPA, AEP

The AKM family of companies aims to be
our clients' most trusted business advisor. To earn that trust, we work hard to
improve on our own expertise, which has been honed over nearly half a century.
And to cover all the bases, we build successful collaborations with other
professionals – including attorneys, bankers, investment managers and insurance
brokers. We invite you to find out more about the benefits of having us as your
most trusted business advisor.

* indicates services rendered by trusted
outside partners and affiliates with AKM
oversight.


 * ADELMAN KATZ & MOND LLP
   
   200 West 41st Street, Suite 1801
   New York, NY 10036-7209
   P: 212.382.0404
   F: 212.382.2686
   E: info@akmcpa.com
   
   
   
   
   
   “YOUR MOST TRUSTED BUSINESS ADVISOR”
   
   
   

 * Tax Services
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   for not-for-profits, and for trusts and estates.
   
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   Timely, accurate information for making smart decisions.

 * Business Management
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   Financial Services
   Customized wealth accumulation, planning and management.

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