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Hertz Herson CPA LLP Welcomes Richard J. Lynne, CPA
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Subscribe10 JAN 2025 / M&A UPDATES
Prominent New York-based accounting and consulting firm, Hertz Herson CPA LLP, has integrated Richard J. Lynne CPA, P.C. into its operations, broadening its abilities in servicing high-net-worth individuals and closely held businesses. This deal not only enriches Hertz Herson's expertise but also extends its sophisticated tax services to the Westchester, New York market.
Hertz Herson CPA LLP, a prominent New York-based accounting and consulting firm, has announced the integration of Richard J. Lynne CPA, P.C. into its operations, effective January 1, 2025. This merger enhances Hertz Herson's capabilities in serving high-net-worth individuals, families, and closely held businesses, particularly in the Westchester, New York market.
About Richard J. Lynne:
Richard J. Lynne brings over 40 years of experience as a Certified Public Accountant, specializing in:
• High-net-worth individual tax planning and preparation
• Closely held businesses
• Real estate
He has extensive experience in real estate partnership taxation and related real estate management. Richard was among the first CPAs to earn the Personal Financial Specialist designation, certified by the American Institute of Certified Public Accountants (AICPA).
Educational and Professional Credentials:
• Bachelor of Science in Accounting from the University of Maryland
• Certified Financial Planner designation from the College for Financial Planning of Denver
• Member of the AICPA and the New York State Society of CPAs
• Licensed Certified Financial Planner
Firm's Perspective:
James S. Pellen, Managing Partner of Hertz Herson, commented, "The deal complements Hertz Herson’s expertise in serving high-net-worth individuals and families and closely held businesses. It also expands our team to provide sophisticated tax services to our existing and future clients in the Westchester, New York market."
Richard J. Lynne expressed enthusiasm about the merger, stating, "We are excited to join Hertz Herson and expand our services in New York City and Connecticut. Additionally, we feel this is a great opportunity to increase our menu of services, industry expertise, and resources through Hertz Herson in the Westchester, New York marketplace."
Until next time…
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