Mark E. Feinsot, CPA is a boutique accounting and tax firm that specializes in providing wealth management services to ultra-high-net-worth clients. Mark E. Feinsot, CPA offers personal service and flexibility that banks and large wealth management companies cannot. We are privately owned, independent and objective. We can act quickly and take action without getting approvals from a board or getting mired in the red tape of a larger institution.
When you work with us, you are working with local CPA professionals who have many years of experience helping families and individuals with their wealth management and wealth preservation needs. We will serve as your trusted financial advisor helping preserve and enhance your wealth and help achieve your personal and family financial goals. We are well-known for offering personalized financial management and wealth management services. Our only interest is our clients’ best interests and we answer only to you.
Call Mark Feinsot today at (212) 631-0320 to discuss how we can help you with your wealth management needs.
Mark Feinsot is the founder of the firm and specializes in tax and business consulting services for Real Estate, Retail and Service Industries. Mark is licensed as a Certified Public Accountant in the State of New York.
Mark received his Bachelor of Science Degree in physics from the City College of New York, an MA in physics from the State University of New York at Buffalo, and an MS Degree in Accounting from Pace University. He has been a CPA for over 20 years. Mark is a member of both the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. He is also a Certified Tax Coach (CTC) and Certified Quickbooks ProAdvisor.
Prior to starting his accounting firm, Mark worked as a research physicist and then as a commercial pilot, becoming chief pilot for a general aviation company at Teterboro Airport, New Jersey. His background in these two areas lets him bring both technical and management experience along with accounting expertise allowing him to be pro-active in both accounting and business consulting roles.
To support the needs of our clients, Mark has also been certified by the American Institute of Certified Public Accountants (AICPA) for Personal Financial Planning (PFP), Personal Financial Specialist (PFS) and Chartered Global Management Accountant (CGMA).
In his spare time, Mark is the trustee of a private philanthropic foundation, authorizing distributions to various charitable organizations. He also enjoys aviation-related activities and photography.
Mark Feinsot has earned the special designation of being a Certified Tax Coach (CTC). This means he is an expert in tax planning strategies and has the ability to identify tax credits, deductions, and loopholes that the average CPA, accountant, or Enrolled Agent does not know how to find. He will put his skills to work for you.
Ricky Yeung graduated with a Bachelor of Business Administration in Accounting from Baruch College of the City University of New York in 2009. He is a CPA with a wide variety of work experience helping business owners understand their finances and business operations and helping them increase their company’s profitability.
Ricky enjoys world-wide traveling when not in the office and has traveled throughout Europe and Asia.
Charles Feinsot graduated Cum Laude with a Bachelor of Business Administration in Accounting from Baruch College of the City University of New York in 2014. His experience ranges from single-owner start-ups to established multiple employee organizations.
Charles enjoys weightlifting and physical fitness activities when not working with clients.