Clients appreciate our comprehensive approach…

Perelson Weiner LLP is a leading advisory and full-service accounting firm where longstanding client relationships and technical expertise come together to positively impact our clients’ lives and businesses. We help our clients achieve an integrated, coherent and understandable approach to address the financial complexities facing businesses and individuals today.

 
 

What We Are Known For

  • Clients rely on us to assist them with their personal, family, business, financial, community and philanthropic interests.

  • Clients have direct and enduring relationships with partners in our firm.

  • Clients and referral sources recognize that we proactively identify tax saving and business opportunities and assist in resolving client concerns.  

  • We help our clients achieve their short and long-term goals and objectives and provide both tactical and strategic advice.

  • We have a deep commitment to continuous learning and technical excellence.

  • We share an entrepreneurial spirit with our clients.

  • We care about our clients, communities, families and each other.

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Our Clients

We have considerable technical expertise and help integrate related issues in the client’s life, i.e., personal, business, family and philanthropic. We serve:

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  • Individuals and Their Families

  • Private Businesses

  • Large Corporations

  • Highly Successful Entrepreneurs

  • Corporate Executives

  • Affluent Individuals and Families

  • Trusts and Estates

  • Family Offices

  • Not-for-Profit Organizations and Foundations

If you are an entrepreneur, own a closely held business or are with a larger corporation, we can help optimize profitability and identify opportunities. If you are an individual, we can assist you with tax issues and with managing all the complexities of the financial matters in your life. If you are an individual of high net worth, a Family Office or Multi-Family Office, we have expertise in achieving tax efficient wealth transfer through tax structuring, philanthropic strategies as well as trust and estate issues. We assist not-for-profit organizations and foundations in carrying out their missions. We also assist with financial projects and operational efficiencies that require unique financial knowledge and expertise, such as financial projections, data analytics, litigation support as well strategic planning.

To see the full scope of the services we offer, click here.