Simeon Patestas, CPA has been practicing as an accountant in the town of Roslyn for over 30 years. Clients look to Mr. Patestas as a trusted accountant and advisor in their professional and business ventures. He is a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, and the National Conference of Certified Public Accountant Practitioners. He has worked in finance as a financial consultant who held Series 63 and Series 7 licenses. He is licensed as a New York State Property and Casualty Insurance broker and a New York State Life and Health Insurance Agent. Having been acclaimed as a Personal Financial Specialist with the American Institute of Certified Public Accountants, Mr. Patestas services a wide range of professionals and continues to specialize his practice in the area of taxation for Medical Groups and health practitioners. Mr. Patestas shares his time heavily with community activities. He has reached out to members of his community by previously serving as a member of the Parish Council at the Church of the Holy Resurrection in Brookville, New York, and currently, he interacts with his community by making himself available to lecture on various business topics concerning contemporaneous tax law, business fundamentals, career structuring and starting your own business. He is a graduate of the College of Business Administration at St. John’s University, and is passionate about flying aircraft.

 
Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. If desired, we would be pleased to perform the requisite research and provide you with a detailed written analysis. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.