Business Details
Trusted Accounting & Advisory Services in New York, NY
Since 1891, PKF O'Connor Davies has established itself as a premier accounting and advisory firm, combining regional expertise with global reach through its membership in the PKF International network. Our relationship-centered approach prioritizes client success, evidenced by our recognition as one of Accounting Today's Top 100 Firms and multiple Best Places to Work awards. With 19 regional offices and professionals across 150 countries, we deliver tailored solutions in audit, tax, advisory, and cybersecurity services.Our team of seasoned experts, including industry leaders in forensic accounting and private client services, has consistently addressed complex challenges for businesses, nonprofits, and high-net-worth individuals. The firm's commitment to excellence is underscored by its 81.3 NPS score, reflecting exceptional client satisfaction and a pledge to uphold the highest standards of service delivery.
Services
Tax Services
Audit Services
Cybersecurity Advisory
Private Client Services
Forensic Accounting
Endowment Fund Accounting
Technology Advisory
ESOP Audits
Wealth Planning
Risk Advisory
Highlights and features
- We offer 125+ years of proven expertise in accounting and advisory services.
- Our global network spans 150 countries through PKF International membership.
- Award-winning client service with an 81.3 NPS score surpassing industry averages.
- We provide CMMC-certified cybersecurity assessments for defense contractors.
- Our team includes specialists in forensic accounting and private client services.
Associations and certifications
- AICPA
- C3PAO
What people say
Professional and knowledgeable
Excellent service
Thorough understanding
Proactive approach
Reliable guidance
Services
Tax Services
Our tax experts navigate evolving regulations across local, state, and international jurisdictions. We provide strategic planning for businesses and high-net-worth individuals, including cross-border tax structuring and SALT compliance. With specialized desks for Asia, EU, and Latin America, we help clients optimize tax positions while maintaining full regulatory compliance through proactive planning and reporting.
Audit Services
Delivering comprehensive audit solutions since 1891, we serve organizations of all sizes with tailored assurance services. Our team specializes in employee benefit plan audits, public sector compliance, and SOC reporting. With triennial AICPA Quality Control Review certifications, we maintain rigorous standards for accuracy in financial statement audits while providing operational insights to enhance organizational efficiency and stakeholder confidence.
Cybersecurity Advisory
We offer CMMC-certified assessments and penetration testing to strengthen organizational defenses. Our cybersecurity specialists implement GDPR-compliant data governance frameworks and virtual CISO services. Through dark web monitoring and digital forensics, we help businesses mitigate risks while aligning security strategies with operational goals using industry-leading threat detection and response methodologies.
Private Client Services
Tailored financial solutions for high-net-worth individuals and multi-generational families address tax minimization and estate planning needs. Our specialists provide trust administration, family office accounting, and investment oversight while maintaining strict confidentiality. With expertise in international tax regulations, we help clients preserve wealth across borders through strategic planning and personalized advisory support.
Advisory Services
Strategic guidance covers transaction advisory, operational restructuring, and ESG implementation for organizations navigating complex challenges. Our multidisciplinary teams support M&A activities, forensic investigations, and regulatory compliance programs. With industry-specific expertise in real estate, healthcare, and financial services, we deliver data-driven solutions that enhance operational efficiency and drive sustainable growth for public and private sector clients.
People
Jonathan Moore
Partner
Specializes in business advisory and transaction services with extensive experience in mergers and acquisitions. Leads strategic growth initiatives for clients in diverse industries while maintaining a focus on operational efficiency and value creation.
Laura K. Barooshian
Partner
Private client services expert with significant experience in tax planning for high-net-worth individuals and families. Focuses on wealth preservation strategies, trust administration, and cross-border estate planning while maintaining personalized client relationships.
Victor M. Pea
Partner
Audit and assurance specialist with deep expertise in public company services and regulatory compliance. Provides strategic guidance on financial reporting matters while leading engagements for clients in manufacturing, healthcare, and technology sectors.
Elizabeth Gousse Ballotte
Partner
Focuses on advisory services for nonprofit organizations and educational institutions. Brings extensive experience in governance policies, operational due diligence, and regulatory compliance for tax-exempt entities across diverse sectors.
Matthew G. McCrosson
Partner
Specializes in forensic accounting and litigation support services. Provides expert testimony and economic damage calculations while assisting clients with fraud investigations and dispute resolution across multiple industries.
Questions
What accounting services does PKF O'Connor Davies offer?
We provide audits, reviews, compilations, employee benefit plan audits, public sector audits, and SOC reporting tailored to organizations' specific needs.
How can your tax services benefit my business?
Our tax experts help navigate complex regulations while implementing strategic planning for compliance, cross-border transactions, and state/local tax optimization.
Do you serve nonprofit organizations?
Yes, we serve over 3,000 nonprofits with specialized audit procedures, endowment fund accounting, and compliance support for tax-exempt entities.
What cybersecurity services are available?
We offer CMMC assessments, penetration testing, GDPR compliance, and virtual CISO services to strengthen organizational data protection frameworks.
How do you support private clients?
Our private client services include wealth planning, trust administration, and tax strategies tailored to high-net-worth individuals and families.
What makes your advisory services unique?
We combine industry-specific expertise with multidisciplinary teams to deliver strategic M&A guidance, operational restructuring, and ESG implementation solutions.
