Graduate of New York University, BS Accounting. Masters in Taxation, Bernard M. Baruch College. Allan has been practicing as a tax accountant and financial advisor since 1988. Allan concentrates in personalized financial and tax planning services for individuals and corporations. In addition, Allan specializes in the employee stock option arena for many notable publicly held clients. In order to more completely service his clients and remain on top of the changing dynamics of the profession, he has several financial services licenses including the NASD series 6, 7, 63 and 65 securities licenses and the State of New York insurance license. Allan is also a Registered Representative of and offers securities through National Planning Corporation, member NASD/SIPC. Allan began his career with Price Waterhouse & Co. In 1993, Allan formed Ratafia & Company, CPAs, PC using his experience and contacts to grow a practice that concentrates in highly personalized tax and financial planning services. Allans diverse background affords him the unique opportunity of utilizing the angles of both tax and investment strategies when working with clients. Allan routinely conducts financial seminars and workshops with his clients and the public. In addition, he is a member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants and the National Association of Accountants.

Address: 245 Saw Mill River Road, Ste #106, Hawthorne, NY 10532
Telephone: (212) 889-0781
Fax: (212) 889-2071
Website: http://www.ratafia.com/