Robert joined the professional staff in November 1995 and is a graduate of Dowling College. For over 30 years, he has focused on working with high net worth individuals and their practices. He currently works with psychiatrist, psychotherapists and not-for-profit organizations throughout New York and New Jersey. He specializes in areas of real estate development, co-ops, condominiums and medical practices. Robert is a member of the New York state Society of Certified Public Accountants. He has co-chaired committees for the Suffolk County chapter of NYSSCPA. He currently sits on the Board of Directors of a Not for Profit Organization.
Dennis joined our professional staff in December 1996 and is a graduate of Brooklyn College. He is a member of the New York State Society of Certified Public Accountants. A large portion of his client base consists of individuals in the mental health field including psychiatrists, psychologists and therapists located in the metropolitan area. He has practiced in the areas of areas of tax, audit and accounting activities for over 45 years in the areas of real estate, medical practices, estates and trusts.
Donna M Greco, CPA, CFP
Donna joined the firm January 2007. A graduate of St. John's University Magna Cum Laude 1987 B.S. Degree in Accounting. Practicing in public accounting for over 25 years. Experience includes corporate, personal and estate taxation, financial planning, compilation, review and audit services. Began accounting career at Coopers and Lybrand and worked with large corporations in the Wall St. area. Currently specializes in personal and small business taxation and accounting.
Linda Perez
Linda joined the firm in 2004. She is a full charge bookkeeper and is responsible for the bookkeeping and write up of many clients, including not-for-profit organizations and start-up entities. Linda assists in preparing board packets for her clients. Linda has over 25 years ' experience.
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