Elizabeth Boonin CPA
Elizabeth Boonin is a Certified Public Accountant and is the president and owner of Sound Accounting, a full-service accounting and business consulting firm in Smithtown, New York.
Over her 22-year career, Elizabeth has provided expertise in tax accounting, business valuations, and accounting systems implementations for small businesses and individuals across more than 30 states. She also specialized in valuing derivatives and other financial instruments, project managed financial systems development efforts, and performed financial analytics for the global equity financing divisions at both Merrill Lynch and Lehman Brothers.
Elizabeth earned her degree from the University of Maryland and her CPA from the New York Office of the Professions. She is also accredited by the American Institute of Certified Public Accountants (AICPA) in business valuations (ABV), holds her Series 7 and Series 66, maintains a broker license within the state of New York for Accident, Health, and Life insurance (NYAHL), and is an Intuit QuickBooks ProAdvisor.
In 2015, Elizabeth was certified by the Woman’s Business Enterprise National Council as a Woman-Owned Small Business and she is an active member of the Suffolk County Woman’s Business Enterprise Coalition, National Association of Tax Preparers, and the New York State Society of CPA’s.
Elizabeth can be reached at 631-675-0967 or by email at email@example.com.
Alan Halperin, CPA
Alan Halperin is an accomplished Certified Public Accountant and Managing Partner of Sound Accounting. With extensive experience in best practices in accounting and taxation, he has recognized that small businesses need an accountant who is both a strategic partner as well as a professional who keeps the client in compliance with current tax and accounting regulations. As a result, he has focused his efforts toward working with small businesses to improve their cash flow, profitability, and financing alternatives as well as meeting their compliance needs.
Specialties include improving business metrics through analytics, researching technical issues, preparing financial statements, and tax optimization. He specializes in preparing tax returns for individuals, partnerships, corporations and not for profits and is familiar with changes that will result from the 2017 Tax Law and Jobs act.
Prior to joining Sound Accounting, Alan was a Managing Director and Controller at a global bank and a Senior Vice President at a major investment bank. He started his career at a “Big 8” accounting firm.
Alan holds a Master of Business Administration in accounting and finance from Emory University and a bachelor’s degree from the University of Rochester. He currently serves as an Auxiliary Professor of Accounting at Molloy College in Rockville Centre N.Y.
Alan can be reached by email at firstname.lastname@example.org
Cynthia Regan is a tax preparer at LI Tax & Planning Inc. and has over 10 years of tax accounting experience. Cynthia earned her Bachelor of Science degree in Business Administration from Marist College. Her prior professional experience includes tax preparation and bookkeeping at Daniel R. Bracciodieta & Associates and LS Tax Consultants. In addition, Cynthia’s background includes marketing analysis and management at Publisher’s Clearing House and the New York Law Journal.
Cynthia is an active member of the National Association of Tax Professionals (NATP) and is in the process of becoming an Enrolled Agent.
Cynthia can be reached by email at email@example.com.
Jennifer Locrotondo is a Senior Accountant who joined the company following the merger of LI Tax & Planning with Sound Accounting. Jennifer earned her degree from Long Island University, CW Post Campus. She is an active member of the National Association of Tax Preparers (NATP) and is a licensed real estate professional.
Jen is currently getting her Enrolled Agent credential as she continues to expand her tax knowledge.
When Jen is not fine-tuning her tax knowledge she is a proud mother of two daughters and resides in West Islip.
Jennifer can be reached by email at firstname.lastname@example.org.