Trusted

Experienced

Committed

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As a trusted partner, I offer tailored solutions to enhance your financial management. My expertise lies in working with high-net-worth and ultra-high-net-worth individuals, multi-generational families, closely held businesses, and trusts.

My fractional controller services will give you peace of mind and help you make more informed decisions. I offer the below services using the latest technology.
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I will assist with the safeguarding and efficient transfer of generational wealth through strategic estate and succession planning.

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As your trusted liaison, I bridge the gap between you and external professionals. Wealth managers, investment brokers, bankers, family offices, estate attorneys, and tax preparers — all seamlessly coordinated for your benefit.

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Using AES-256 encryption I organize critical documents — contracts, agreements, wills, trusts, government issued IDs, and insurance policies — so you can focus on what matters most to you.

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With expertise in accounting system set up and maintenance, bill pay, payroll processing, budgeting and cash flow management, I aim to streamline your financial operations to free up time. Meaningful reports will help you make more informed decisions, achieve financial gains, stability, and growth.

5 Reasons My Clients Have Remained With Me For Decades.

1. Trusted Advisor

I go beyond the numbers. My personalized approach, active listening, and genuine care make me more than just a financial professional. I’m a confidant, understanding your unique goals, fears, and aspirations.

2. Integrity

My clients value my honesty, transparency, and ethical conduct. They know I’ll always act in their best interest, even if it means delivering tough news.

3. Peace of Mind

My clients find comfort in knowing that their financial management is in my capable trusted hands. Less stress equals better health.

4. Results-Oriented

I’m not just about theories; I deliver tangible results. Whether it’s optimizing tax strategies, providing meaningful reports, or safeguarding assets, I’m committed to getting the job done. My clients have seen firsthand how my expertise translates into financial gains and stability.

5. Proven track record

My decades of successful collaboration speak volumes. My clients describe me as knowledgeable, reliable & responsive, providing superior customer service.

Testimonials

“In my capacity as Trustee/ Executor of a complex estate, and signatory on roughly 25 various business and trust bank/brokerage accounts, I have worked with Elizabeth for almost two decades in her capacity as CFO and Liaison. Elizabeth manages the budgets and cash flow for these various entities, handles all of the tax planning and compliance work, and is part of the estate and succession planning team. Through her stellar business acumen and long term strategic planning she is known for finding countless tax saving strategies for her clients. Her strong communication skills and unique 360 degree perspective makes her an important asset to any estate team. Elizabeth is knowledgeable, trustworthy, straightforward, and always responsive. She provides clear explanations and guidance. I look forward to working with Elizabeth for many years to come and am grateful to have her by my side and on my team!”
— Sally G. Sasso

“By suggesting we set up a Family Limited Partnership, Elizabeth helped reduce my parents’ taxable estate by $13M dollars.”
— Private Client
— Private Client
“When our company was considering a change of CPA firms we chose Elizabeth to be our trusted advisor. I’ve had the privilege of working with her for over twenty years, and I can confidently say that her expertise and unwavering support have been invaluable. She is reliable, knowledgeable and always responsive to questions (and we have had many!) addressing both business and personal financial situations.  She has my highest recommendation!”
— Vin LicariLicari & Vitanza Associates, Inc.
— Vin Licari
“Elizabeth was recommended to us in 2011 by a highly respected colleague. We literally would not know what to do without her! She handles our complex personal tax filings in multiple states, as well as, business tax, payroll, and trust filings in New York. She tracks everything for us, interfacing with our investment advisors, real estate managers, and folks responsible for records of our myriad sources of income. She has kept us on schedule and up to date over these many years and is a pleasure to work with. She has been a real asset to our team of professional advisors.”
— Irving ScherRetired partner, Weil, Gotshal & Manges LLP
“In my capacity as Trustee/ Executor of a complex estate, and signatory on roughly 25 various business and trust bank/brokerage accounts, I have worked with Elizabeth for almost two decades in her capacity as CFO and Liaison. Elizabeth manages the budgets and cash flow for these various entities, handles all of the tax planning and compliance work, and is part of the estate and succession planning team. Through her stellar business acumen and long term strategic planning she is known for finding countless tax saving strategies for her clients. Her strong communication skills and unique 360 degree perspective makes her an important asset to any estate team. Elizabeth is knowledgeable, trustworthy, straightforward, and always responsive. She provides clear explanations and guidance. I look forward to working with Elizabeth for many years to come and am grateful to have her by my side and on my team!”
— Sally G. Sasso

“By suggesting we set up a Family Limited Partnership, Elizabeth helped reduce my parents’ taxable estate by $13M dollars.”
— Private Client
— Private Client

I currently use the following technology to help streamline your workflow:

quickbooks
smartvault
docusign
adp
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My clients include:

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Widowed and divorced individuals whose spouses handled all the finances throughout their marriage.

Older professionals

Busy professionals and small business owners.

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Families and people whose skillsets and interests lie elsewhere.

Are you ready to elevate your financial management journey?
Contact me today for a free consultation.
You can reach me here
 Your peace of mind awaits!
CFO Concierge

Serving the New York tri-state area and beyond.

© 2025 CPA Tax & Accounting Solutions, P.C.