#United States #New York #PKF O'Connor #Tax Advisory #Wolf Maryles

PKF O'Connor Davies Welcomes Wolf Maryles & Associates

In a strategic move to enhance its client services, PKF O'Connor Davies, one of America's prominent accounting, tax, and advisory firms, has recently announced the integration of Wolf Maryles & Associates into its fold, effective January 1, 2026. This partnership is set to significantly boost the firm's offerings, particularly for high-net-worth individuals and families seeking comprehensive financial management and tax advisory services.

Strengthening Client Services

The addition of Wolf Maryles & Associates, a respected firm led by Shimon Wolf, introduces a dedicated team of 11 professionals to PKF O'Connor Davies' strong presence in New York City. The newly integrated team is known for its expertise in navigating complex tax and wealth transfer strategies, ensuring clients receive tailored advice and services to help manage their financial landscape effectively.

Kevin J. Keane, CEO of PKF O'Connor Davies, expressed his enthusiasm about this expansion, stating, "We’re excited to welcome Shimon Wolf and the accomplished team at Wolf Maryles & Associates to the PKF O’Connor Davies family. Their knowledge and approach complement our strengths and ability to deliver the highest level of insight, service, and value to our clients."

A Legacy of Expertise

With a legacy spanning over 25 years, Wolf Maryles & Associates has been a reliable partner for clients at various stages of tax and financial planning. Their team comprises seasoned CPAs alongside professionals who hold advanced degrees in taxation and accounting, ensuring a deep well of expertise.

Shimon Wolf echoed the sentiments of his new CEO in stating, "Our team is excited to join PKF O'Connor Davies and continue serving our clients with the same depth of expertise and personalized attention. Combining our resources and insights with the broader PKF O'Connor Davies network creates great opportunities to expand and elevate the service we deliver."

Strategic Growth and Investment

This partnership comes on the heels of a strategic growth investment from Investcorp and PSP Investments, which was announced the previous November. The intention behind this move is clear: PKF O'Connor Davies aims to bolster its presence through alliances that not only strengthen client relationships but also enhance specialized expertise.

PKF O'Connor Davies is not just expanding its workforce; it's redefining the landscape of accounting and advisory services by integrating firms that improve their service delivery, particularly for high-net-worth clientele. The firm embodies the motto "Know Greater Value," which signifies the confidence their clients experience through their dedicated services.

In conclusion, the integration of Wolf Maryles & Associates stands as a testament to PKF O'Connor Davies’ commitment to providing unparalleled service and expertise in the accounting and advisory realm. This partnership promises to yield significant advantages for clients who seek expert guidance in navigating the complexities of their financial lives, particularly when it comes to tax and wealth management. As the firm continues to evolve and grow, it remains firmly dedicated to delivering insights, connections, and value to all its clients. A new chapter is set to begin at PKF O'Connor Davies as they enhance their portfolio and expand their capabilities in the accounting industry.