About Perlson LLP
<p>Founded in 2012, Perlson LLP is an accounting firm based in North Massapequa on Long Island, serving the New York City metro area.</p> <p>The firm provides accounting, audit, and tax planning support for individuals, families, and businesses. Its audit work includes attest services and related reporting needs, alongside tax planning and compliance for both business and individual clients.</p> <p>Perlson LLP also offers virtual bookkeeping for small businesses, which can help clients keep day-to-day records organized and ready for year-end reporting and tax filings. The mix of audit and tax services under one roof is a practical fit for organizations that prefer fewer handoffs between providers.</p> <ul> <li>Accounting and financial reporting support</li> <li>Audit and attest services, including work aligned with <a href="/auditors/401k">401(k) auditors</a> needs</li> <li>Business tax planning and compliance</li> <li>Individual and estate tax planning and compliance</li> <li>Virtual bookkeeping for small businesses</li> </ul>
Website: https://www.perlsonllp.com/
Founded: 2012
Office Locations
- North Massapequa, NY (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 5
- Total AUM Audited: $102.5M
- 401(k): 5 plans, $102.5M AUM
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| MAGNA LEGAL SERVICES 401(K) / PROFIT SHARING PLAN | MAGNA LEGAL SERVICES, LLC, PA | $40M | 821 |
| INTERSTATE & LAKELAND LUMBER CORP. 401(K) PLAN | INTERSTATE & LAKELAND LUMBER CORP., CT | $30M | 126 |
| POSITIVE PROMOTIONS 401(K) SAVINGS PLAN | POSITIVE PROMOTIONS, INC., NY | $17M | 856 |
| JZANUS CONSULTING, INC. 401(K) PROFIT SHARING PLAN AND TRUST | JZANUS CONSULTING, INC., NY | $9M | 1,654 |
| AVOCADO GREEN BRANDS 401(K) PLAN | AVOCADO GREEN BRANDS, LLC, CA | $6M | 390 |