HELFERT, PETER

Expert tax accountant
 : 
HELFERT, PETER



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About HELFERT, PETER
Professional experience
Peter Helfert | Financial Consultant | Strategic Advisor Peter Helfert is a seasoned financial consultant and strategic advisor, with extensive expertise in guiding individuals and closely held businesses towards financial success. With over 40 years of experience in accounting, tax, and business matters, Peter has consistently provided valuable insights and innovative solutions to his clients. Based in New York City, Peter is a proud member of the Schulman Lobel LLP team, a leading accounting firm renowned for its professionalism and commitment to client satisfaction. As a partner in the firm's New York office, Peter works closely with start-ups, established businesses, and high-net-worth individuals, offering personalized financial advice tailored to their unique needs and goals. One of Peter's key areas of specialization is income tax planning. With his vast knowledge of tax laws and regulations, he develops comprehensive strategies that optimize tax savings and minimize liabilities for his clients. Peter also excels in estate and trust planning and compliance, ensuring that his clients' assets are protected and transferred efficiently. Throughout his career, Peter has been recognized for his exceptional skills in risk management, audit, and accounting. His hands-on experience with divestitures, acquisitions, joint ventures, IPOs, and other complex financial transactions sets him apart as a trusted advisor in the industry. He combines his technical expertise with a deep understanding of his clients' businesses to deliver reliable and accurate financial information. Peter's dedication to his clients goes beyond just financial matters. He takes pride in building long-lasting relationships, earning the trust and respect of his clients through his professionalism and commitment to their success. He strives to go above and beyond, providing timely and insightful advice that helps his clients navigate the ever-changing financial landscape. As a sought-after speaker and lecturer, Peter shares his vast knowledge and experience with aspiring professionals and industry peers. He is actively involved in professional organizations and continues to stay updated on the latest developments and trends in the financial world. When it comes to financial consulting and strategic guidance, Peter Helfert is a trusted name in the industry. His deep expertise, dedication to clients, and proven track record make him an invaluable asset for individuals and businesses seeking to achieve their financial goals. Whether it's optimizing tax strategies, navigating complex financial transactions, or planning for the future, Peter is the partner you can rely on for sound advice and exceptional service.

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Location

Manhattan, Tioga (10036)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish


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