I have had the pleasure of working with Mark Ratafia for close to 10 years. Mark prepared my personal taxes for the last decade. I knew immediately when I met Mark I was dealing with a thorough, sharp and grounded individual. Over the past ten years my financial life, fortunately, has gotten more complicated and Mark was there every step of the way. From my investment partnerships, multiple dwelling moves, and even helping me start a charitable foundation, Mark was always there with cutting edge advice from a personal tax perspective. Aside from the quality advice and planning I have received, almost importantly was the personal touch Mark puts on his service. In a society characterized by buzzwords such as globalization and consolidation, Mark has been there with an uncommon one on one aspect to his relationship with me. I have appreciated this as much if not more than the sound tax advice I have received from him.
Russell Herman
Principal
Dawson Herman Capital Management
New York, New York
(212) 308-1222
I am writing a letter of testimonial to thank you and Beacon Partners for everything you have done for me over the past two years. Becoming a small business owner is more than stressful, it is overwhelming! It is like swimming in the ocean without a life preserver. You threw me the life preserver, brought me a shore, took my hand and showed me the way. For this I cannot thank you enough! There is nothing more comforting than knowing that you are behind me. Thank you for always being available and looking out for my best interest. It is my sincerest hope that many others are afforded the opportunity to work with Beacon Partners, not just because you are superb accountants but because you take such special care of all your clients.
Michael Weisberg, D.D.S
Pediatric Dentist
Rockland County, New York
(845) 323-7787
It is with great pleasure that I write about my years working with Mark Ratafia. I have known Mark for over ten years. In the earlier years, Mark handled all of the financials for a company I owned in the garment center, as well as my personal tax returns. Mark’s expertise and thorough knowledge of tax laws was, and continues to be, quite impressive, and saved us a significant amount of money.
Five years ago I moved from the garment center to real estate development. Mark has done a tremendous job of setting up separate corporations for each venture, which has already benefited us. He has been encouraging us, with a gentle push, to computerize and he and the members of his firm have been extremely patient with the many questions and problems that have arisen.
Mark is also continuing to handle all of our personal tax returns. Mark has many excellent qualities, among them the fact that his work is always completed when promised and my phone calls are always returned in a timely manner.
On a personal level, Mark is extremely bright and personable. He is a pleasure to work with and I would unequivocally recommend him and his firm to anyone for business or personal financial needs.
Ed Zimmermann
President
Bradford Estates
Darien, Connecticut
(203) 662-1030
For the past several years Arts & Crafts Tours has employed Mark Ratafia to handle our accounting, tax and financial needs. In addition to making sure that our records are kept in an appropriate and up-to-date fashion, he has recommended changes in our systems, and left us free to do what we do best.
We had been in business for nearly ten years before Mark began working for us and the past three years have seen a major improvement in how our finances are handled and given us time to plan and organize.
As President of Arts & Crafts Tours, I positively recommend him to any business looking for personalized, professional and engaged representation and guidance. And on a personal level, I have relied on Mark to make sure that my own tax and accounting matters are up to date and handled in the best manner possible. I would unhesitatingly recommend him to those needing assistance and advice about tax and financial planning matters.
Elaine Ellis
President
Arts & Crafts Tours, Inc.
New York, New York
(212) 362-0761
I’ve been a client of Beacon Partners for over 4 years and the help and guidance I have received through the start up and growth of several new businesses has been immeasurable. As an entrepreneur, I’ve had a hand in developing businesses in a variety of industries, including financial services, marketing, retail and distribution. My personal tax situation has at times been pretty complex as well. Small businesses and their owners have particular needs that often require prompt and personal attention. Mark Ratafia and his firm Beacon Partners always comes through.
Michael Weissman
Principal
MW Consulting LLC
Jericho, New York
(516) 336-2565
