(212) 889-0781
(914) 366-0050


 

 

OUR TEAM OF PROFESSIONALS

Allan L. Ratafia, CPA, MS - Partner
Graduate of New York University, BS Accounting.
Bernard M. Baruch College - Masters in Taxation

Allan has been practicing as a tax accountant and financial advisor since 1988.  Allan concentrates in personalized financial and tax planning services for individuals and corporations.  In addition, Allan specializes in the employee stock option arena for many notable publicly held clients.

In order to more completely service his clients and remain on top of the changing dynamics of the profession, he has several financial services licenses including the FINRA series 6, 7, 63 and 65 securities licenses and the State of New York insurance license. Allan is also a Registered Representative of and offers securities through National Planning Corporation, member FINRA/SIPC.

Allan began his career with Price Waterhouse & Co. In 1993, Allan formed Ratafia & Company, CPA's, PC using his experience and contacts to grow a practice that concentrates in highly personalized tax and financial planning services.  Allan's diverse background affords him the unique opportunity of utilizing the angles of both tax and investment strategies when working with clients.  Allan routinely conducts financial seminars and workshops with his clients and the public.  In addition, he is a member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants and the National Association of Accountants.

Margo D. Ratafia, CPA - Partner
Graduate of SUNY-Albany, BS Accounting

Margo has been practicing as an accountant and tax advisor since 1989.  Margo focuses on corporate and individual tax planning for clients in a wide range of industries.  She has extensive experience with compliance issues related to entities, individuals and estates.

Margo began her career with David Berdon & Company International, CPAs working as both an audit and tax accountant. Margo's exposure working closely with clients led her to assume a controllership position with a major clothing manufacturer. Her broad knowledge of business operations and tax issues makes her a natural complement to the firm.  Amongst Margo's broad responsibilities, she oversees the business development and enhancement division.

Margo is a member of the American Institute of Certified Public Accountants, New York State Society of Public Accountants and the National Society of Accountants.

Mitchell D. Schwartz, MS - Tax Accountant

Mitchell has a strong foundation in taxes through his previous experience as an Enrolled Agent preparing tax returns by hand.  He went on to earn his Master’s Degree in Taxation from the Golden Gate University in San Francisco, California. Mitchell has experience preparing tax returns for high net worth individuals, partnerships, corporations and estates & trusts. He has also worked on the floor of the Pacific Stock Exchange where he ran the back office for a small-size broker dealer at the height of the first technology boom.  He has earned a Bachelors’ Degree in Psychology from the George Washington University and lives in Tarrytown NY with his wife and son.

Mitchell enjoys exploring the Hudson Valley with his family and listening to various genres of music from his collection on his audiophile stereo system.

Debbie G. Katz, MBA - Senior Staff Accountant
Graduate of Queens College - CUNY, BA Accounting
St. John's University - MBA in Controllership

Debbie has been a practicing accountant since 1981.  She enjoys the diversity of accommodating a vast variety of businesses and their related tax and financial issues.  She has a great expertise with client books and general accounting functions in addition to preparing both corporate and personal income tax returns.  She derives great satisfaction from helping her clients keep their books in order and staying organized. Before working with Ratafia and Company in 2005, Debbie worked for large firms in the private sector.

Debbie was very active in the High School PTA where she was treasurer and former co-president of the Rosedale Residential Association.

She lives with her husband and two grown children.  Debbie is bi-lingual in Spanish, enjoys bowling, doing jigsaw puzzles and playing Mah Jongg.

Gary Miller, CPA/PFS - Director: Financial Planning & Investments
Graduate of CCNY, BS

MBA in Accounting, Pace University

Gary has been practicing as a financial planner and investment advisor since 1984.  He works both with individuals and businesses and deals closely with clients of the firm to deliver a personal and professional experience.  Gary adds an additional dimension to the accounting and tax practice by affording clients easy access to financial and investment services, all under one roof.  He derives great satisfaction from helping clients establish financial objectives and then implementing strategies to meet those objectives.

Gary focuses on Retirement Planning, Investment Analysis, Estate Planning, Business Succession and Insurance Analysis. Gary maintains multiple security licenses and is an Office of Supervisory Jurisdiction.

Gary is a tennis buff, loves to travel and is a car enthusiast.