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Tax, Accounting, and Financial Planning Services

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photo by Mark Stone

Mark Stone, CPA, CFP, PFS

Mark Stone photoAs principal of Stone & Associates, Mark Stone practices in diversified areas of taxation, specializing in issues related to closely-held businesses and high net worth individuals. His expertise includes research, business transactional planning, consulting and complying with federal, state and local tax filing requirements.

Mark has extensive experience in the areas of manufacturing, real estate, service industries, and investment partnerships. Mark is licensed as a Certified Public Accountant in New York State and holds the Certified Financial Planning designation and the Personal Financial Planning designation. In addition, he has a Masters in Taxation Degree from the State University of NY at Albany.

Mark is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants (“NYSSCPA”). As a NYSSCPA member, he is a active on the statewide Partnership and LLC Committee, the Estate Planning Committee, and the statewide Budgeting and Finance committee. In addition to his involvement at the state level, he is a Past President of the NYSSCPA's Nassau Chapter, which is the single largest chapter in the statewide system, boasting of over 5,000 members and 18 subcommittees. Formerly, Mark chaired the NYSSCPA Nassau Chapter's Estate and Financial Planning committee and served as treasurer of the Federal Taxation Committee. Mark has developed seminars and instructed in the areas of partnership and corporate taxation. He has lectured extensively to various professional groups including the NYSSCPA, the National Conference of CPA Practitioners, the Institute of Management Accountants, and the International Association of Financial Planners, and has published articles on many tax and financial topics in publications such as the CPA Journal, Trusted Professional, and the Journal of Financial Planning.

Main Office
17 Conklin Street, Suite 4
Farmingdale, NY 11735
(516) 858-0009

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New York City Office
450 Seventh Avenue, Ste. 1109
New York, NY 10123
(212) 537-6671

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