Jeffrey Richman

Jeffrey Richman, CPA, MST, has more than 35 years of public accounting experience. He works closely with small and medium-sized privately held and family-owned businesses in professional service industries such as law firms, manufacturers, jewelers and real estate entities. Jeff provides full-service tax preparation, advisory and planning services for high-net-worth individuals, partnerships and privately held and family-owned businesses, and has experience with trusts, estates and private foundations. He also represents clients before federal and state tax authorities. Jeff helps clients decipher tax implications in plain English. He puts his clients at ease with a calm and patient demeanor and a penchant for puns and witty observations, allowing for easy conversations about complex topics.

Jeff is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA). A Certified Public Accountant (CPA) in New York, he earned a Master of Science in taxation from Pace University and a Bachelor of Science in accounting from the State University of New York at Albany.