Archive for Legal & Professional Services

Lee M. Cohen, CPA

Lee graduated from New York University in 1993 with a degree in accounting. Upon graduation, he worked as a controller for a chain of retail stores where he gained invaluable business experience, which continues to help our clients because Lee understands what it means to be a business…

Thomas Procida, CPA

Thomas Procida, CPA, is the President of LMC, with over 20 years of public accounting experience. With oversight on both the technical and administrative side of the firm’s assurance practice, he is responsible for ensuring that LMC achieves its technical and management goals while practicing at the highest…

Moussa Hasbani, CPA

With more than a decade of accounting and financial administrative experience, Moussa Hasbani is LMC’s resident expert when it comes to the preparation of financial statements, business plan analysis, and systems and consulting. Moussa has extensive experience servicing a wide range of industries that include financial services, real…

Maritza Ortiz

Maritza started in the interior construction industry and brings with her over 20 years of financial and bookkeeping experience to the team. Since joining LMC, Maritza has been responsible for overseeing the Account Services Department and the high net worth client team. Her ability to work with tight…

Nessim Azizo

Ness Azizo leads LMC Family Office, a division dedicated to providing tailored family office services to high-net-worth individuals and families. LMC Family Office offers a variety of services, including Financial Management, Financial Operations, Trust & Estates, Charity Planning and Concierge Services. With extensive experience in finance, and a…

Nick Grgas

With 20 years of public accounting experience, Nick Grgas provides quality assurance and consulting services to his clients—including preparation of audited, reviewed, and compiled financial statements. He takes pride in being one of the first calls his clients make to discuss and understand challenges they face on a…

Gary Sozzi

Gary has been with the LMC team since 2015 and has played a critical role in a wide array of areas within our tax department. Gary has been primarily working closely with business owners and high net worth individuals to ensure proper tax structure and tax savings plans…

Giselle Guichard

Giselle Guichard is an accomplished tax professional with a proven track record of excellence in tax strategy development, compliance management, and team leadership. Giselle possesses a deep understanding of tax regulations, accounting principles, and financial strategies that optimize tax efficiency for businesses and individuals. Giselle brings a wealth…

Jack Naftali, CPA

Jack Naftali is a CPA and has been practicing public accounting since 2005. He prepares and reviews Federal and State income tax returns for individuals, businesses, and trusts to ensure tax compliance for his clients in industries such as manufacturing, real estate, and investments. Jack also has experience…

David Neuman, JD

David J. Neuman is an attorney for LMC, with over a decade of experience specializing in tax law. He advises clients on a broad range of tax matters, including corporate formation and operations, mergers and acquisitions, reorganizations and spin-offs, executive and deferred compensation agreements, and tax exemption of…