Perelson Weiner

• Assisting clients with their personal, family, business, financial, community and philanthropic interests.
• Maintaining direct and enduring relationships between clients and partners of the firm.
• Proactively identifying tax-saving and business opportunities and assisting in resolving client concerns.
• Providing both tactical and strategic advice to help clients achieve their short- and long-term goals and objectives.
• Demonstrating a deep commitment to continuous learning and technical excellence.
• Sharing an entrepreneurial spirit with our clients.
• Caring about our clients, communities, families and each other.

Firm structure

Perelson Weiner is the brand name under which Perelson Weiner Accountants and Advisors, Inc. and Perelson Weiner LLP provide professional services.

• Perelson Weiner LLP is a licensed CPA firm that provides attest services.
• Perelson Weiner Accountants and Advisors, Inc. provides tax and business consulting services to clients and provides staff and other administrative resources to Perelson Weiner.

• Federal, state and local income tax advisory services.
• Tax strategies for high-net-worth individuals and entrepreneurs.
• Trust and estate planning support.
• Structuring for tax-efficient wealth transfer and philanthropic strategies.

Attest and assurance

• Attest services delivered through Perelson Weiner LLP, a licensed CPA firm.
• Financial projects and analysis requiring specialized financial knowledge.

Business advisory and consulting

• Business consulting services provided through Perelson Weiner Accountants and Advisors, Inc.
• Assistance with:
• Financial projections.
• Data analytics.
• Litigation support.
• Strategic planning.
• Support for private businesses, family offices, not-for-profits, foundations and large corporations.

Note: This overview is based on information available on the firm's website and is intended as a high-level summary of service areas, not a detailed service catalogue.

Phone

• Main phone: (212) 605-3100

Email

• General inquiries: info@pwcpa.com

Professional memberships

Perelson Weiner Accountants and Advisors is a member of:

• The SEC Practice Section of the American Institute of Certified Public Accountants (AICPA).
• The Private Company Practice Section of the AICPA.
• PrimeGlobal, an association of independent firms across the U.S. and in more than 80 countries.

Through this worldwide network of highly successful firms, Perelson Weiner can provide clients with geographic reach and access to international resources that complement the firm's own expertise.

Hours

The firm's business hours are not specified on the website. Clients should call or email to confirm current office hours and availability before visiting.

Names New York and United States as a service area. Areas beyond these are not published.

• Affluent individuals and their families.
• Privately held and family-owned businesses.
• Support with tax issues, optimizing profitability and identifying opportunities.
• Assistance managing the complexities of personal and business finances.

Entrepreneurs, trusts, estates, family offices and executives

• Highly successful entrepreneurs.
• Trusts and estates.
• Family offices.
• Corporate executives.
• Expertise in achieving tax-efficient wealth transfer through tax structuring, philanthropic strategies and trust and estate planning issues.

Not-for-profit organizations and foundations

• Not-for-profit organizations and charitable foundations.
• Assistance in carrying out their missions with appropriate financial and tax support.

Large corporations

• Large corporations requiring specialized financial knowledge and expertise.
• Assistance with financial projects and operational efficiencies, such as:
• Financial projections.
• Data analytics.
• Litigation support.
• Strategic planning.

• Certified Public Accountants (CPAs).
• Tax attorneys.
• Professionals with advanced degrees in law, taxation and other relevant disciplines.

These skill sets support clients in addressing complex issues of wealth preservation and enhancement, tax planning, business advisory needs and integrated personal and business financial matters.

Approach to client service

• Emphasis on integrated advice that considers personal, family, business and philanthropic objectives together.
• Focus on proactive tax planning, opportunity identification and problem-solving.
• Commitment to long-term client relationships and partner-level involvement.
• Dedication to continuous learning and technical excellence.

Ask anyway — the agent will say plainly that it is not published rather than guess.