Tax and Accounting Associate
John joined the taxation team at First Long Island Investors in 2016, while he was completing his Masters in Taxation. Upon graduation he joined the team full-time. John’s primary responsibilities are tax planning and compliance for FLI’s family office clients. He is also part of the team that prepares and reviews tax returns and financial statements for all of the FLI partnerships. John serves as the liaison with our outside auditors and fund administrators to ensure that all necessary documentation is prepared accurately and on-time. Additionally, he is responsible for calculating valuations on all FLI partnerships which is a critical component of client reporting. John earned a B.B.A. in Accounting (2016) and then a Masters in Taxation (2017) from Hofstra University. John is currently studying to earn his CPA license. John grew up in East Meadow and enjoys golf and fishing.
To contact John, please email him at firstname.lastname@example.org.