Management


David Peretz

Managing Partner

Dave is a CPA with almost sixty years experience. He is proud of having begun the firm alone in 1987, and then watching it grow to more than 25 people, achieving the rank of one of the seven largest CPA firms in Westchester County. Before founding our firm, he was a partner in Gang & Co. (now KPMG), and Shulman, Cohen & Furst. He holds a B.S. in Economics from the Wharton School of the University of Pennsylvania, and has served on various professional committees including the Federal Tax Committee of the Westchester Chapter of the New York State Society of CPAs. Dave considers taxation to be his special area of expertise and is heavily involved in accounting, auditing and financial consulting. His largest clients are in the real estate business. Dave is also a member of the AICPA and is active in community affairs.

dperetz@peretzcpas.com




David Resnick

Partner

Dave is a CPA in practice for almost sixty years. He specializes in personal, corporate, partnership, trust and estate taxation, and has successfully represented many clients at audits before the IRS and NYS. His practice supports a wide range of clientele, many of whom have been with him for decades. Dave joined the firm in 2000. Before that, he held partnership positions in NYC and White Plains firms. He received a B.A. from Brooklyn College, and is a member of the AICPA and New York State Society of CPAs.

dresnick@peretzcpas.com




Robert Mitgang

Partner

Bob is a CPA and has been with the firm for over thirty years. With almost forty years of public accounting experience, he works closely with an expanding array of technology and service clientele in the areas of development of accounting systems and policies, development of internal controls, financial statement preparation, and corporate and individual tax planning. He also supports numerous startup clients. Bob is a member of the New York State Society of CPAs and the AICPA. He has served as a director and president of not-for profit organizations and has been a guest speaker at numerous seminars and functions. Prior to joining our firm, Bob spent six years at the accounting firm of Friedman, Alpren and Green. He received a B.S. in Accounting from the University of Binghamton in 1985.

rmitgang@peretzcpas.com




Mark Hausner

Principal

Mark attended Queens College of the City University of New York, and has been with the firm for over thirty years. He specializes in individual tax planning, tax return preparation, real estate, and closely-held businesses. Before joining our firm, Mark worked for ten years as a manager for a large NYC CPA firm. His experience in the real estate industry reflects extensive work in handling cooperative and condominium conversion properties, residential and commercial properties and new construction and acquisitions. Mark holds board positions at various not-for-profits, including JCC of Rockland and Bronx House.

mhausner@peretzcpas.com




Michael S. Settler

Peretz, Mitgang, Settler & Co., Inc.

Michael S. Settler is a Certified Public Accountant and Financial Advisor who specializes in working with closely held businesses and entrepreneurial companies as well as estates, trusts and all types of tax planning.  He offers clients a hands-on approach and assists them in developing tax structures, accounting systems, business plans, financial and budget plans. He has over thirty years’ expertise in business operations and solutions for long-term business growth. Michael maintains strategic relationships with leading attorneys, bankers, and business consultants throughout the New York Metropolitan area to assist his clients with their needs.  Michael has developed a clientele that has included Broadway shows to local mom and pop small businesses.  This broad-based knowledge of various types of industries and practices has enabled Michael to bring various creative ideas to all types of business and financial planning. With his investment background and experience, he has also developed a niche resource for matrimonial attorneys in the Tri-State area.

In addition to holding various licenses, including but not limited to Health and Life insurance Licenses, Series 7, Series 66, Series 63 and Series 6 Investment Licenses* and Certified Public Accountancy License, he is a member of the New York State Society of Certified Public Accountants (NYSSCPA). Michael received a B.S. in Accounting from Pace University and an A.A. Degree at Florida State University. Michael has served on many professional committees as well being an Advisory Member of the American Cancer Society and the American Lung Association.


msettler@peretzcpas.com




Harry Smith

Peretz, Resnick, Smith & Co., Inc.

In 2009, Harry merged his practice with Peretz, Resnick & Co., LLP creating Peretz, Resnick, Smith & Co., Inc. Previously, he was a sole practitioner of the accounting firm, Harry G. Smith, Inc., located in New City, NY, which he founded in 1984. Harry has worked in public accounting for over forty-five years. His expertise is in the areas of tax return preparation, corporate and individual tax planning, retirement planning, and the preparation of financial statements. He has worked extensively with businesses in the medical field, manufacturing, construction, real estate as well as a variety of startup companies. He received a B.S. in Accounting from Herbert H. Lehman College of the City University of New York in 1974.

hsmith@peretzcpas.com




Louis A. Papaleo

Peretz, Resnick, Papaleo & Co., Inc.

Joining our firm in December 2018, Lou has spent the last 43 years as the owner of Papaleo and Company, an accounting and tax consultation firm in Westchester. Lou is Enrolled to Practice before the Internal Revenue Service and a National Tax Practice Institute Fellow. His areas of expertise include all areas of tax preparation and taxpayer representation before both the Audit and the Collection Divisions of the IRS, as well as various state agencies. Lou received his Bachelor of Science and his Master of Business Administration degrees from Iona College

lpapaleo@peretzcpas.com




Kristin Krauskopf

Peretz, Resnick, Krauskopf & Co., Inc.

Joining the firm in January 2020, Kristin has provided accounting and tax services to the small business community since 1981. Before starting her own firm, she was a comptroller of The New York Review of Books, a book review biweekly. Drawing on this background, Kris is a small business troubleshooter. As a QuickBooks ProAdvisor she helps clients use QuickBooks as a tool to manage their small business or exempt organization. She has expertise with publishers, service businesses, exempt organizations and real estate entities. Kris has served on the National Board of the Accounting & Financial Women's Alliance. She is past Chairperson of the Local Practitioners Committee of the NYSSCPAs. In the community, she has participated on the boards of several tax-exempt organizations. Kristin received a B.S. in accounting from New York Institute of Technology and passed the CPA exam on her first attempt.

KKrauskopf@peretzcpas.com




Rhonda Margolin

Managing Director

Before joining the firm as its first staff accountant in 1993, Rhonda worked for fifteen years in the retail industry as a Regional Auditor and VP of Retail Operations. Because of this extensive background in retail, she works closely with many of our small business clients in that industry, as well as those in real estate. Rhonda provides a variety of accounting services including individual and business tax preparation, and oversees and manages the preparation and filing of a large volume of the firm's payroll and sales tax returns. She has served as chairwoman on many committees for various not-for-profits, and is a notary public in the State of New Jersey. Rhonda attended Queens College of the City University of New York. Rhonda splits her time between the Tarrytown and New City offices. She manages the day to day operations at New City.

rmargolin@peretzcpas.com



Adam Hausner

Adam graduated from The George Washington University with a Bachelors of Accountancy. His professional career in public accounting has provided him with extensive experience in individual, corporate and not-for-profit tax preparation, financial statement preparation and auditing. Adam left public accounting for a few years to exercise his entrepreneurial spirit in the hospitality industry before joining our firm full time in September 2016.

ahausner@peretzcpas.com




Jennifer R. Kearney

Jennifer has been with the firm since 2000. She has been a CPA since 1991 and holds an MBA in Accounting from New York University and a BS in Mathematics from Trinity College. She began her career at Deloitte & Touche and has also worked in private industry, as an assistant controller in the mutual fund division of Paine Webber (now UBS). Jennifer has been a QuickBooks Pro Advisor since 2007 and currently oversees all IT functions at the firm, in addition to providing tax and accounting services to clients. She is a member of the AICPA and the New York State Society of CPAs.

jkearney@peretzcpas.com




Daniel S. Peretz

Daniel joined our firm as a full time staff accountant in January of 2011 after consulting for our firm for several years. He graduated from the University of Wisconsin-Madison with a degree in political science, has a J.D. and L.L.M. from the Benjamin N. Cardozo School of Law, and is an attorney admitted in NYS since 2005. Daniel is currently attending the Fordham University Graduate School of Business to obtain his M.S. in taxation. In the future he would like to become a tax specialist. Daniel currently provides client services including tax, accounting and bookkeeping consulting.

dsperetz@peretzcpas.com




Professional & Administrative Staff

Hidalia Almonte

Hidalia is a graduate of Berkely College, White Plains NY, with a bachelor’s degree in general business and holds a certificate in Travel and Tourism from Westchester Community College, Valhalla NY. Prior to joining our firm, Hidalia worked for a bookkeeping firm in New York City, and also worked in the car dealership industry for over 15 years in the accounting office. She is proficient in QuickBooks and Excel and aspires to become a Certified Public Accountant.

halmonte@peretzcpas.com




Joyce Bidnick

Joyce joined the firm in 2020. She has over thirty years' experience in the accounting and bookkeeping fields, maintaining accounts payable, receivable, payroll, general ledgers, and other financial records. She also prepares income tax returns and is a Notary Public. Joyce's work has taken her to several business entities in private industry during her career, including the real estate, investing and professional services sectors. She is extremely proficient in QuickBooks and Excel, and is highly knowledgeable in most other Microsoft Office software. Joyce attended City College at The City University of New York.

jbidnick@peretzcpas.com


Benjamin T. Child

Ben has been a CPA since 1991. He graduated Magna Cum Laude from Pace University, with special honors for the highest GPA of anyone in the Accounting Information Systems major. Ben also has an MBA from Pace University in Management Science. He joined the staff with Carl Marcus in 2010. Prior to that, Ben was a partner in a small accounting firm in Irvington, NY.

bchild@peretzcpas.com




Mateo Evans

A native of Peru, Mateo has been in the accounting field for over a decade and has vast experience in bookkeeping and tax return preparation for both individuals and businesses. Mateo graduated from the University of San Martin de Porres with a Bachelor of Science degree in Accounting. In 1996, he was licensed as a certified public accountant in Peru. Prior to joining our company, Mateo spent several years working at various CPA firms. He believes in the value of relationships based on respect, motivation, teamwork and inspiration to achieve success.

mevans@peretzcpas.com




Lynn M. Goldstein

Lynn began her career in accounting/bookkeeping upon her graduation from the University at Albany. In her capacity as a full charge bookkeeper, she has worked at various small businesses and several accounting firms doing both in-house and client bookkeeping. In 2005 Lynn joined Carl Marcus’s practice, and later moved with him to our firm in 2010. She provides monthly write-up services to a variety of clients, and is proficient in payroll processing, as well as payroll and sales tax preparation.

lgoldstein@peretzcpas.com




Andrew Gordon

Andrew joined the firm in 2020 after spending 30 years in the direct marketing and analytics industries. This solid background in cost management and marketing, provided him with proficiency to execute his current accounting functions. Andrew is involved in tax return preparation, bookkeeping, and financial analysis work to aid our clients. He is experienced with QuickBooks and Microsoft Office software. Andrew earned both a BA and MA from the University at Buffalo. He is enjoying his career change and looks forward to continuing his new career path.

agordon@peretzcpas.com




Alan Hazan

Before joining the firm, Alan spent approximately 30 years as an accounting clerk and finance coordinator for a major CPA firm in New York City. He then spent more than 3 years as a bookkeeper for a non-profit healthcare facility in Jersey City. Alan will be providing write-up services to various clients along with other bookkeeping functions. He is proficient in several software programs including QuickBooks and Microsoft Excel. Alan attended Queens College of the City University of New York.

ahazan@peretzcpas.com




Janet Himmelfarb

Janet joined our firm in 2019, when Levy & Associates was acquired. She continues in the New City Office with 21 years of experience as Office Manager. Janet's conscientiousness, hard work and dedication produced her successful rise to her current managerial role. In addition to her administrative work and her regular client interfacing roles, Janet's current office responsibilities also include assisting with write-ups, inputting payroll and sales tax returns, and coordinating the myriad of necessary steps to achieve successful e-filing. Janet graduated from Western New England University in Springfield, MA with a B.A. degree in Sociology.

jhimmelfarb@peretzcpas.com




Sheetal Jadhav

Sheetal has a Masters Degree in Accounting and has been CPA since 2017. Sheetal's expertise lies in preparing federal and state tax returns for individuals, corporations and partnerships specializing in the real estate industry and non-profit organizations. She also has extensive experience in performing financial audits and preparing financial statements. Sheetal also holds Chartered Accountant Certification from India and is also a member of NYSSCPA.

sjadhav@peretzcpas.com




Randi Kahn

Before joining the firm in 2021, Randi worked for many years as a teacher in a public school system on Long Island. This prior work experience provided her with the skill set necessary for her administrative role with the firm, including keen analytical ability, strong planning and organization skills, and a detail-oriented nature. Randi inputs tax data and is well versed with QuickBooks and many Microsoft Office applications. She is excited about her change of career and looks forward to being part of the firm's team for years to come.

rkahn@peretzcpas.com




Andrew Krimsky

Andy joined the firm in 2022 after spending 32 years as a Computer Operations Manager for the NYC Police Department and the NYC Office of Technology and Innovation. He has successfully managed numerous high profile and critical IT projects worth millions of dollars. His solid background in project and cost management has provided him with the proficiency to execute his current accounting functions. Andy is involved in individual and corporate tax return preparation, e-filing and bookkeeping to aid our clients. He is proficient in several software programs including QuickBooks, Microsoft Office and CS Professional. Andy earned a BA degree from Queens College and a graduate certificate from Columbia Business School. He is enjoying his second career in accounting and looks forward to continuing his new career path.

akrimsky@peretzcpas.com




Peter Lavan

Peter, who is a Licensed CPA, has been involved in public accounting for the past 20 years, working for a small CPA firm in the Hudson Valley. His responsibilities included gathering information from small businesses and non-profits for completion of their tax returns, as well as individual tax return preparation and filing. His work also included audits, reviews and financial statement creation for Loan and Capital influx for the private business sector. Prior to that, he worked for the Greater NY Savings Bank, a Private Real Estate firm and Holy Name Hospital in NJ. Peter is a Notary Public and a Graduate of SUNY Plattsburgh. He looks forward to expanding his professional horizons and providing exceptional service to our clients.

plavan@peretzcpas.com




Jerome Levy

Jerome has been a CPA for over 25 years, having graduated from Pace University with a BBA in Public Accounting. He received his MBA in Taxation from St. John’s University in Queens, NY. He is currently service as a NYS Trust & Estate Committee member. For the past 12 years he has been working with various law firms as a Fiduciary Tax Accountant, preparing Fiduciary Income Tax Returns, Date of Death Returns, and individual Income Tax Returns.

jlevy@peretzcpas.com




Lewis Lind

Lewis rejoined our team in 2020. He worked for many years as both an independent auditor and accountant since his graduation from Lehman College of the City University of NY in 1973. Lewis holds a BS in Accounting. His prior work experience was both diversified and extensive, commencing with five years at Price Waterhouse, followed by twenty years in the Finance department of the worldwide headquarters of a Christian ministry based in Ohio. Lewis' strong accounting and leadership skills prompted his rapid rise to the role of the ministry's CFO. Lewis is a QuickBooks Online Pro Advisor with an emphasis in small business start-ups. He provides a wide variety of client services including all areas of tax preparation, planning, and compliance, with a concentration in the not-for-profit sector.

llind@peretzcpas.com




Adriana Nivicela

Adriana joined the firm in July 2022. She graduated from Mercy College with a Bachelors in 2017 and a Masters in 2019, both degrees specializing in public accounting. Adriana is proficient in QuickBooks and Microsoft Office programs. She has experience in tax preparation for Individuals, Corporations, Partnerships, and non for profits. She is currently working on becoming a CPA. She has also assisted in financial statement preparation, audit, reviews, and compilations.

anivicela@peretzcpas.com




Matthew Pace

Matthew graduated from New Paltz State University with a Double Major Bachelor's Degree in Accounting and Finance. He joined our firm in 2019. Matthew is an experienced Senior Accountant with 10+ years of relevant experience working in the field of accounting, tax and financial reporting. While being well versed in a variety of accounting software, he is QuickBooks certified which he uses to help and train many clients navigate the many challenges of managing their own books. Matthew's passion for helping business owners and individuals manage and grow their financial well-being shows through his dedication to his clients. Matthew works in our New City office.

mpace@peretzcpas.com




Laurie Pennella

Laurie joined the firm in 2012 as our receptionist, and her goal has continually been to provide excellent customer service to each of our clients. She has worked in the administration field for over 8 years. Laurie handles our complex phone system with ease, effectively coordinates the purchase of the firm’s office supplies, collates tax returns, and prepares correspondence. For the first half of her career, Laurie worked at National Westminster Bank as administrative assistant to one of the firm’s senior vice presidents. She is proficient at a variety of software including QuickBooks, Microsoft Excel, Word and Access.

lpennella@peretzcpas.com




Immacolata “Mickey” Perri

Mickey joined the firm in 2018 after 20 years of administrative experience with Papaleo & Company. She started her tenure there as clerical assistant graduating to customer service, collating and bookkeeper. She is proficient in QuickBooks & Microsoft Office.

mperri@peretzcpas.com




Richard Silver

Richie has been a part of the firm since 2010. He graduated from Plattsburgh State University with a BS in Accounting. Richie is proficient in programs such as QuickBooks and Creative Solutions Accounting. He has extensive experience in individual, corporate, payroll, and not-for-profit tax preparation.

rsilver@peretzcpas.com




Stacy Solof

Stacy joined the firm in 2018 as a Staff Accountant. She graduated from SUNY- Binghamton with a Bachelor of Arts degree in Political Science and a minor in Business. She began her career in the insurance industry, before having children, in which she then became a partner in a home day care center. Stacy is very involved in her community by volunteering her time and is currently serving as Co-president of her synagogue. Her leadership and organizational skills provide her with the tools necessary to work with clients to offer them excellent customer service.

ssolof@peretzcpas.com




Katherinne Vilcapoma

Katherinne joined the firm in September 2022. She graduated from Herbert H. Lehman College with a Bachelors Degree in 2021 and a Masters Degree in 2022, both in Accounting. Katherinne is proficient in QuickBooks and Microsoft Office programs. She has experience in bookkeeping, accounts payable and accounts receivable. Having worked in the healthcare industry she joined the firm to focus on Public Accounting. She is currently working on becoming a CPA.

kvilcapoma@peretzcpas.com




Linda Vogel

Linda has been a CPA since 1978. She joined our firm in 2019 when our company bought Levy and Associates for whom she worked since 2002. She has extensive experience in small business accounting, sales and payroll taxes as well as fiduciary and estate taxes. Prior to going back to public accounting after having children, she worked for 2 years as Accounting Manager for ADT. She graduated from Lehman College with a BA in Accounting. Linda works in our New City office.

lvogel@peretzcpas.com




Diana Von Ronn

Diana has been with the firm since 2007. She graduated from the University of Phoenix with a Master of Science in Accountancy degree. She is currently working to pass the CPA exam and to become a CPA. Diana provides a range of accounting services and is proficient in individual, business, fiduciary, and not-for-profit tax preparation.  She is skilled in a variety of software including QuickBooks, Creative Solutions Accounting, and Microsoft Excel.

dvonronn@peretzcpas.com




Meghan Walsh

Meghan joined the firm in 2022 as an administrative staff member. She is enthusiastically helpful with our staff and clients. Meghan works hard to digitize & catalogue our files, answer our busy phone lines, and complete various administrative tasks. She is highly organized and detail-oriented, having managed numerous administrative roles in varied work environments for over ten years. Meghan is proficient in Microsoft Office and is excited to learn more about our Firm from our knowledgeable staff.

mwalsh@peretzcpas.com




Anita Zangrilli

Anita joined the firm in January, 2022. She is a highly regarded professional with over 30 years of experience in finance, real estate and tax accounting. She is a dynamic communicator with a reputation of dependability, integrity and superior client satisfaction. Her expertise is in preparing complex tax returns, for all entity types, in addition to the preparation of intricate financial statements adhering to GAAP guidelines issued by the FASB. She is also NMLS Licensed as well as a Notary Public.

azangrilli@peretzcpas.com