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-  Adelman Katz & Mond LLP

- Adelman Katz & Mond LLP

Adamstown,PA

-

  • -
  • - employees
  • 697
  • 212-382-0404

About Company

We got started in business more than 40 years ago. At fi rst we were what you might expect — the people who fi lled out the tax forms and did the fi nancial statements, etc. We were — and still are — great number crunchers. Gradually, though, our clients began relying on us more and more for advice about how to protect and grow their assets, how to make their businesses run better and even how to take some of the worry out of fi nancial decision-making. So we worked hard to get even smarter about these and other fi nancial issues. 

Our partners hold certifi cations in fi nancial planning, are on the faculties of universities in the New York metro area and possess a wide range of fi nancial and insurance licenses. And we work with a broad network of fi nancial specialists with every conceivable approach. We either know the answer — or we know who to ask; we can do what you need, or we can connect you with someone who can. We’re here for you.

Today, nearly 1,500 clients — small- and mediumsized businesses in all sectors, high net worth individuals and not-for-profi ts — consider Adelman Katz & Mond their most trusted business advisors. We’re proud of our record and the successes we’ve been able to generate for our clients. We might just be the partner you’re looking for to help with your fi nancial management issues. Call us for a free consultation. We’ll help you select the AKM CPA whose knowledge base and approach are right for you.

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Using Form 1040 as a Guide to Making Financial Planning Recommendations
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(43) Ratings

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YJ

Yan Ji, CPA (US)

Aug 5th 2022

great course

SS

Susan Schreiner, CPA (US)

Jun 11th 2022

Very good overview.

JS

John Sparling, CPA (US)

May 27th 2022

Excellent overview.

DR

Digna Robles, CPA (US)

May 13th 2022

I just love the classes. The instructors are very knowledgeable on the subject.

DR

Digna Robles, CPA (US)

Jan 21st 2022

I like the way each course is designed

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