Offices: Boca Raton, FL / Passaic, NJ / Denver, CO, . .

About Us

Jason Moshe Gelfond, CPA, CGMA
Partner

Jason Gelfond is a Partner with over 20 years of professional experience in both public and private accounting. He brings a full range of technical expertise and strategic management skills to assist clients in enhancing the performance of their business. He has served as an audit and tax supervisor at one of the nation’s largest CPA firms, serving clients in a wide range of industries including professional practices, manufacturing, wholesale, not-for-profits and specializing in the real estate industry. He also served for many years as Chief Financial Officer of two major residential property management companies. He has provided guidance on real estate acquisitions and dispositions, lender reporting, investor relations, and all facets of property management. Combining his years as auditor, tax professional and private company financial officer, he understands what drives the numbers and the keys to a strong business. He is always looking for ways to promote his clients growth and wealth.

Jason is a CPA and a Chartered Global Managerial Accountant, CGMA. He holds a bachelor’s degree in Accounting and Philosophy from Florida Atlantic University. He is a member of the American Institute of CPA’s (AICPA) and the New Jersey Society of CPA’s (NJCPA). 

Wendy R. Gelfond, CPA
Partner

Wendy Gelfond is a Partner with over 40 years of experience in private and public accounting. In the private sector she has served as chief financial officer, controller and internal auditor. In public accounting, she has worked with the “Big Eight” firms, when there were eight, as well as regional and smaller local accounting firms. She has worked with a myriad of industries over the years including not-for-profit, real estate development, homeowner and condo associations, retail, international businesses and professionals. She has an extensive background and exposure to a multitude of business approaches which help her provide the right strategy for every client. She has developed a strong network of contacts and professionals whom she utilizes to serve her clients’ best interests. Her motto is “Every client is important.” She guides her clients in exploring the best alternatives to encourage the growth and success of their business.

 

Wendy is a CPA and a licensed Community Association Manager, CAM. She holds a bachelor’s degree in accounting from Florida Atlantic University. She is a member of the American Institute of CPA’s (AICPA) and the Florida Institute of CPA’s (FICPA).