Adelman Katz & Mond

At Adelman Katz & Mond LLP, we understand that a successful CPA relationship goes beyond just tax returns. Our mission is to provide comprehensive financial and tax planning strategies that help our clients achieve their goals. We offer a wide range of services including business consulting, business formation, technology services, and tax services. Our team of experts is dedicated to ensuring that your wealth is well-protected, suggesting strategies that help you achieve your goals, and reducing nasty surprises at tax time.

We recognize that financial success brings complexity, and keeping track of all the different elements that comprise your financial life can be overwhelming. That's why we're here to help. Our services are designed to simplify things, from wealth-preserving trusts and comprehensive portfolio reviews to specialty compliance for multi-state and multi-national investors. We also provide everyday bill payment and multi-family office services. Whether you're an owner of a closely-held business, a partner in a professional firm, a C-level employee, or a professional athlete, artist, or performer, we're here to help you keep more of what you've worked for.

At AKM, we're committed to being your most trusted business advisor. We believe that with the right planning and the right partner, you can achieve financial success and peace of mind. Take a look at our services and get to know us better. If you're looking for a more valuable CPA relationship, we invite you to contact us to set up a complimentary appointment to find out if we're the right CPA firm for you.