17 Conklin Street, Ste 3, Farmingdale, NY  11735                225 W. 34th Street, 9th Fl, New York, NY 10122

                                                    Tel:  516.420.0188  Fax:  516.249.2761

                          “Large enough to service all your needs, yet small enough to know you personally”                                                                  


CPAs and Consultants

Mark Stone, CPA, CFP, PFS

Mark has experience in working in many different industries, with a special focus in the areas of manufacturing, real estate, the professional service industry (law firms and medial practices), and investment partnerships.  Besides his business background, he is able to offer individuals a comprehensive array of services, based on his deep technical knowledge of the tax law, the state planning area, as well as life insurance.  His practice focuses mainly on planning for closely-held businesses and individuals.

Mark worked at one of the largest accounting firms in the New York City Metropolitan area, where he specialized in the taxation area and was a member of the Firm’s Family Business Succession, Estate & Retirement Planning Practice Group and the Firm’s Partnership Group.  His practice focused on planning for closely-held businesses and high net worth individuals.

Mark has developed seminars and instructed in the areas of partnership and corporate taxation, as well as trust and estate planning. He has lectured extensively to various professional groups including the New York State Society of Certified Public, Accountants National Conference of CPA Practitioners, Institute of Management Accountants, Nassau Chapter Bar Association, National Business Institute and the International Association of Financial Planners, and published articles on many tax and financial topics including the CPA Journal, Trusted Professional, and the Journal of Financial Planning.  In November 2009, Long Island Business News listed Mark as “Ones to Watch” when it comes to Retirement and Estate Planning.

Mark is licensed as a Certified Public Accountant in New York State, as well as being licensed in New York State of Life Insurance.  In addition, he holds the Certified Financial Planning designation and the Personal Financial Planning designation, and he holds a Masters in Taxation Degree from the State University of NY at Albany.