Business Details
29 Years
experience
Trusted Accounting Services for High-Net-Worth Clients
Founded in 1997 by a former Principal in the Tax Consulting Group of a leading Big Four accounting firm, Ablamsky & Company & Company, CPAs has established itself as a premier boutique accounting firm. Our practice is built on delivering the technical expertise and precision expected of global firms while maintaining the personalized service and responsiveness of a smaller practice. We serve high-net-worth individuals, hedge fund managers, family offices, and complex operating businesses, offering tailored tax planning, compliance, and advisory services. Our team of seasoned Certified Public Accountants provides direct access to senior advisors, ensuring clients receive strategic, detail-oriented solutions without corporate bureaucracy. With clients managing over $100 billion in assets and numerous Forbes 400 list members among our clientele, we combine deep industry knowledge with a commitment to discretion and quality.Our approach emphasizes personalized guidance, proactive planning, and a thorough understanding of clients' unique financial landscapes. We pride ourselves on handling sensitive work internally, avoiding outsourcing, and maintaining long-standing relationships through consistent, high-touch service. Our professionals bring decades of combined experience in navigating complex tax challenges across financial services, family offices, and investment entities. Clients trust our team to deliver technically sound strategies while preserving their wealth and achieving long-term financial objectives. This unwavering focus on client needs continues to define our practice as we help individuals and organizations meet their tax and financial goals with clarity and confidence.
Services
Individual Tax Services
Hedge Fund Taxation
Business Tax Compliance
Estate & Trust Tax Planning
Family Office Consulting
Tax-Exempt Organizations
International Tax Services
Entity Structuring
Wealth Preservation
Investment Partnership Filings
Details
- Year established: 1997
Highlights and features
- We offer direct access to senior CPAs without junior staff intermediaries
- Our team brings 17+ years of experience with hedge funds and financial services
- We provide proactive tax planning tailored to complex financial portfolios
- We handle all work in-house with no outsourcing of sensitive matters
- Our clients include Forbes 400 members and top-tier investment professionals
Services
Individual Tax Services
We offer comprehensive tax planning and compliance for high-net-worth individuals with complex financial portfolios. Our services include strategic tax-saving opportunities, multi-state filing, and stock option planning. Clients benefit from year-round advisory and proactive guidance tailored to their specific needs. Our team prioritizes clarity and precision to ensure optimal tax outcomes.
Hedge Fund Taxation
Our specialized hedge fund services focus on entity structuring, Form 1065 preparation, and K-1 distribution for management companies and general partners. We provide strategic tax planning to optimize fund performance while maintaining compliance with evolving regulations. Clients receive expert guidance through complex cross-border issues and partnership filings.
Family Office Consulting
We deliver integrated tax and financial planning for family offices supporting ultra-high-net-worth individuals. Services include strategic tax optimization, operational streamlining, and coordination across advisory teams. Our approach emphasizes discretion, accountability, and tailored solutions for multi-generational wealth preservation and complex financial structures.
Estate & Trust Tax Planning
Our estate tax services focus on minimizing liability through strategic trust structuring, gift tax filings, and intergenerational wealth transfer plans. We help clients preserve assets while ensuring compliance with evolving tax regulations. Our team provides tailored guidance for complex estates and trust administration requirements.
Business Tax Compliance
We provide entity selection, compliance, and strategic planning for businesses including LLCs, S corps, and C corporations. Services cover transaction structuring, payroll tax filings, and bookkeeping reviews. Our team combines technical expertise with practical business insights to support growth-oriented organizations through all stages of development.
People
John T. Ablamsky III
Managing Partner
MBA, CPA with 17+ years of experience advising hedge funds and high-net-worth individuals. Former Big Four tax consultant specializing in financial services sector. Licensed CPA in New York State with expertise in partnership taxation and wealth preservation strategies.
Micheli Ablamsky
Tax Manager
CPA with eight years of experience in corporate tax compliance and planning. Former roles at RSM and EisnerAmper. Expertise in tax return preparation and workflow management for diverse industries. Holds advanced degrees in accounting and taxation from Baruch College.
Jieren Tan
Tax Manager
CPA specializing in international tax compliance with five years of experience in cross-border issues and FATCA/FBAR reporting. Previously advised Chinese clients on US tax matters. Holds MS in Accounting from Hofstra University and BA in China.
Questions
What accounting services do you specialize in?
We specialize in individual tax planning, business tax compliance, hedge fund taxation, estate planning, family office consulting, and entity structuring for high-net-worth clients.
How are you different from large accounting firms?
We combine Big Four expertise with boutique service, offering direct access to senior advisors without corporate bureaucracy or junior staff intermediaries.
Do you handle international tax matters?
Yes, our team has expertise in cross-border tax issues, foreign reporting, and compliance with FATCA/FBAR regulations for global clients.
What makes your firm qualified for hedge fund clients?
We serve clients managing over $100 billion in assets, with specialized knowledge of fund structuring and compliance for management companies and GPs.
