Advisory
PKF O’Connor Davies Acquires New York Firm Judelson, Giordano and Siegel, CPA, P.C.
The move builds on PKF O’Connor Davies’ acquisition of Stanley Marks & Company in 2016 and Goldstein, Karlewicz and Goldstein in 2019 also in the Greater Hudson Valley.
Feb. 24, 2022
PKF O’Connor Davies (www.PKFOD.com), LLP, one of the nation’s largest accounting, tax and advisory firms, announced today that it is expanding its presence in the Greater Hudson Valley as Judelson, Giordano and Siegel, CPA, P.C. has joined the Firm. Located in New York’s Hudson Valley, JGS is a full-service accounting and business consulting firm with 90 years of experience providing financial, tax and management consulting services to clients ranging from local businesses to publicly traded corporations. This latest addition allows the Firm to enhance niche practice areas, increase its industry specialties and expand its team of hands-on, expertise-driven business strategists.
“JGS has long established itself as a leader in the Hudson Valley, and its commitment to forging collaborative, value-driven partnerships with clients aligns extremely well with the Firm’s approach,” said Kevin J. Keane, Executive Chairman at PKF O’Connor Davies. “JGS shares our view that clients require nimble, personalized solutions to remain competitive in today’s complex business climate. The addition of JGS expands the Firm’s team of problem solvers and enhances our collective ability to address our clients’ evolving needs.”
JGS offers an array of trusted accounting, tax and consulting services to a client base consisting of beer distributors, health care providers, real estate developers, attorneys and manufacturers. The firm specializes in trust and estate planning and administration, business valuation, forensic accounting and litigation support, succession planning, employee benefit plan audits and mergers and acquisitions. JGS’ 40 employees and six partners will remain in their current New York offices located in Middletown and Poughkeepsie.
“PKF O’Connor Davies is known throughout the industry for its culture of innovation, teamwork and expertise, and we’ve always ensured those same values remain at the core of our operations,” said Jason Giordano, Managing Partner at JGS. “By joining forces with the PKF O’Connor Davies team, our clients will have access to enhanced service and support that accelerate and maximize their growth efforts. I’m eager to get started.”
The move builds on PKF O’Connor Davies’ acquisition of Stanley Marks & Company in 2016 and Goldstein, Karlewicz and Goldstein in 2019 also in the Greater Hudson Valley.