Finally, in our most recent peer review, two of Kristen’s engagements were selected for inspection which resulted in no finding. We congratulate Kristen for this important career milestone. And, Kristen, thank you for all that you do for our great firm!

Boston, MA

With its new office in India, Edelstein & Company LLP will add valuable team members to our growing firm.

We are thrilled to establish a presence in India, a growing economic powerhouse and an important market to gain strong talent” said Scott Kaplowitch, Managing Partner of Edelstein & Company LLP. ” Our new office will allow us to provide even greater value to our clients by increasing the capacity of our team.”

Edelstein & Company LLP’s new office in India is located in Mumbai, a major financial center and home to many of India’s leading companies.

About Edelstein & Company LLP

We are Edelstein & Company LLP. A firm that values its people, its clients and its community. As a CPA firm based in downtown Boston, MA, with additional offices in Burlington, MA and Mumbai, India, we provide accounting, tax, business consulting, and financial planning services to individuals and businesses. From our founding in 1968, we have served clients in a wide variety of industries, including Professional Services, Healthcare, Not-for-Profit, Construction, Private Equity, Manufacturing, Real Estate and Retail/Wholesale.

Edelstein & Company LLP was ranked as the 18th largest accounting firm in Massachusetts in the Boston Business Journal’s 2023 Book of Lists. We were also recognized as a Top 200 Firm in America by Inside Public Accounting, Forbes’ Best Tax and Accounting Firms in America for 2023, and included in Healthcare Tech Outlook’s Top 10 Medical Practice Management Consulting Services Company.

At Edelstein, we’re not all bar charts and balance sheets. We’re curious, involved, and engaged. We’re devoted to a client and employee experience that revolves around personal and business goals, not around formulas and ratios.

For more information, please contact:
Michael Bennington
Marketing Specialist
Edelstein & Company LLP
mbennington@edelsteincpa.com

• Andrew Caggiano, Audit Senior Associate
• Brooke Schreib, Tax Supervisor
• Cameran Harrison, Tax Senior Manager
• Elissa Dukeshire, Tax Manager
• Emma Patterson, Tax Senior Associate
• Eric Greene, Tax Senior Manager
• Gireesh Shintri, Healthcare Manager
• Hai Xin (Phoebe) Lin, Tax Supervisor
• Hoodo Mohamed, Tax Supervisor
• Jeremy Dow, Healthcare Manager
• Jeremy Prezioso, Audit Senior Associate
• Joanna Lambert, Director of Healthcare Consulting
• Kate Boulter, Operations & Administration Manager
• Katherine Furrier, Audit Senior Associate
• Lei Gao, Tax Supervisor
• Ling Rao, Audit Senior Associate
• Lucio Barbalho, Audit Manager
• Marc Belard, Tax Senior Associate
• Meghan Sawyer, Healthcare Senior Associate
• Mikayla Call, Healthcare Senior Associate
• Omeed Bayrami, Tax Supervisor
• Rachel Verace, Tax Senior Manager
• Salong Jamir, Audit Supervisor
• Shannon Morin, Healthcare Senior Associate
• Sharon Ghio, Healthcare Senior Manager
• Stephen McAuley, Tax Senior Manager
• Valerie Walker, Tax Manager
• Victoria Hartmann, Audit Senior Associate

Here is what Managing Partner, Scott Kaplowitch said when he announced the promotions,

These promotions recognize the contributions and achievements these individuals have made to Edelstein.”

Boston, Massachusetts: Edelstein & Company is pleased to announce that we have joined the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting and service firms with similar client service goals.

The BDO Alliance provides us outstanding resources to help our clients” says Scott Kaplowitch, Managing Partner at Edelstein & Company. “As a member of the alliance, Edelstein can maintain our independence to continue to grow as a Boston based firm, while leveraging the resources of a national firm”

As an independent member firm, the BDO Alliance USA allows us to:

• Enhance our client services and broaden our capabilities overall;
• Expand our domestic and international coverage;
• Gain greater technical knowledge in specialty areas;
• Utilize professionals with experience in a wide range of industries;
• Access the most up-to-date technical information;
• Participate in the latest training programs; and
• Provide our clients with key business contacts throughout the U.S.

BDO Alliance USA brings us the necessary tools to better serve our clients with greater flexibility, efficiency, and a higher level of client service. We will leverage technology to increase capacity, access national training programs to elevate our teams and expand our expert knowledge in specialty areas to support our client’s needs.

For more than 100 years, BDO has provided quality service through the active involvement of experienced and committed professionals. The firm serves clients through more than 60 offices and over 700 independent alliance firm locations nationwide. As an independent Member Firm of BDO International Limited, BDO serves multi-national clients through a global network of more than 88,000 people working out of more than 1,600 offices across 167 countries.

BDO USA, LLP, a Delaware limited liability partnership, is the U.S. member of BDO International Limited, a UK company limited by guarantee, and forms part of the international BDO network of independent member firms. BDO is the brand name for the BDO network and for each of the BDO Member Firms.

About Edelstein & Company LLP: We are Edelstein & Company LLP. A firm that values its people, its clients and its community. As a CPA firm based in downtown Boston, MA, with a second office in Burlington, MA, we provide accounting, tax, business consulting, and financial planning services to individuals and businesses. From our founding in 1968, we have served clients in a wide variety of industries, including Professional Services, Healthcare, Not-for-Profit, Construction, Private Equity, Manufacturing, Real Estate and Retail/Wholesale. Edelstein & Company LLP was ranked as the 16th largest accounting firm in Massachusetts in the Boston Business Journal’s 2022 Book of Lists. We were also recognized as a Top 200 Firm in America by Inside Public Accounting, Forbes’ Best Tax and Accounting Firms in America for 2022, and included in Healthcare Tech Outlook’s Top 10 Medical Practice Management Consulting Services Company.

At Edelstein, we’re not all bar charts and balance sheets. We’re curious, involved, and engaged. We’re devoted to a client and employee experience that revolves around personal and business goals, not around formulas and ratios.

For more information about this announcement, please email our Marketing Specialist, Michael Bennington, at mbennington@edelsteincpa.com.

• Katie Mrozowski, Audit Senior Associate
• Jessica Smith, Audit Senior Associate
• Gabby Valente, Audit Senior Associate
• Danny Young, Business Valuation Supervisor
• Matt Hoisl, Healthcare Manager
• Rachel Verace, Tax Manager
• Paul Wilson, Tax Manager
• Phoebe Lin, Tax Senior Associate
• Gerard McCarthy, Tax Senior Associate
• Kat Reidl, Tax Senior Associate
• Brooke Schreib, Tax Senior Associate
• Leanne Winton, Tax Senior Associate
• Connie Yang, Tax Senior Associate

Here is what Managing Partner, Scott Kaplowitch said when he announced the promotions,

These promotions recognize the contributions and achievements these individuals have made to Edelstein.”

• Jeremy Dow, Supervisor, Healthcare
• Sharon Ghio, Manager, Healthcare
• Brooke Rudden, Finance Manager, Operations
• Allison Webber, Manager, Healthcare

Here is what Scott Kaplowitch, Managing Partner, had to say about these team members,

These promotions recognize the contributions, dedications, and achievements these individuals have made to their team as well as the firm.”

Edelstein has one more session scheduled with Jina and we look forward to continuing our education to become better allies.  We recognize that there is more work to be done and our firm must demonstrate unequivocally a commitment to be part of the solution to this crisis. It starts with us taking specific steps in the fight against racism, discrimination, unconscious bias, and the other social injustices that have impacted our country.