Brian is a equity owner at SRV CPA PC with more than 20 years of experience with both national and local firms. Brian’s interactive professional style and diverse background allow him to offer a full range of services to clients in a variety of industries.
Brian is skilled in tax planning for privately owned businesses and financial planning for high-net-worth families and individuals, providing the sophisticated tax advice and investment savvy they require. Brian maintains strategic relationships with leading attorneys, bankers, and business consultants throughout the New York Metropolitan area to assist his clients with their needs.
His experience also includes:
Advisement to closely-held businesses for Federal and State tax matters
International tax engagements for foreign investors in U.S. businesses
Tax due diligence and acquisition structuring
Succession planning for family-owned enterprises
Licensed Life and Health insurance broker
American Institute of Certified Public Accountants New York State Society of Certified Public Accountants
Brian received a B.B.A. in Public Accounting from Pace University