New York-based IPA 100 firm PKF O’Connor Davies (FY22 net revenue of $335 million) has announced the addition of Robert Philipson & Company, effective Jan. 1.
Established in 1925, Robert Philipson & Company of Silver Spring, Md., is an accounting, tax and management advisory firm that specializes in serving private clients through sophisticated tax services. MP Richard Philipson, and partners Samuel Philipson and Diane Porter, along with the firm’s employees, remain in their Silver Spring office.
“Robert Philipson & Company, like PKF O’Connor Davies, is a well-established firm whose longevity has solidified its reputation for superior expertise and unparalleled client service,” said Kevin Keane, executive chairman at PKF O’Connor Davies. “With the addition of Richard and his team, our clients and our organization now benefit from this nearly 100-year history of excellence. Their legacy, offerings and approach make them an exceptional fit, and I look forward to the many ways they will strengthen our work, especially with private clients.”
The firm’s senior staff and partners are regularly sought after for their expertise in tax planning and preparation, IRS representation, international taxation, and estate and trust taxation. In addition, the firm provides wide-ranging, personalized accounting and consulting services, including income, estate, financial, retirement and succession planning, and support in the areas of mergers and acquisitions, marital planning and litigation.
“As our firm looks to the future, we see no greater partner than PKF O’Connor Davies, whose legacy has positioned the organization as a globally recognized leader in the accounting industry,” said Richard Philipson.