PKF O’Connor Davies Welcomes Robert Philipson & Company

Addition of longstanding, Maryland-based firm deepens private client services offering

PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced the addition of Robert Philipson & Company, effective January 1, 2024. Established in 1925, Robert Philipson & Company is an accounting, tax and management advisory firm that specializes in serving private clients through sophisticated tax services. Richard L. Philipson, Managing Partner, Samuel B. Philipson, Partner and Diane E. Porter, Partner of Robert Philipson & Company, and the firm’s employees join the staff of PKF O’Connor Davies and remain in their current office located in Silver Spring, Maryland.

“Robert Philipson & Company, like PKF O’Connor Davies, is a well-established firm whose longevity has solidified its reputation for superior expertise and unparalleled client service,” said Kevin J. Keane, Executive Chairman at PKF O’Connor Davies. “With the addition of Richard and his team, our clients and our organization now benefit from this nearly 100-year history of excellence. Their legacy, offerings and approach make them an exceptional fit, and I look forward to the many ways they will strengthen our work, especially with private clients.”

Over the course of nearly a century, Robert Philipson & Company has regularly provided high-net-worth individuals and other private clients with comprehensive, individualized tax offerings. The firm’s senior staff and partners are regularly sought after for their expertise in tax planning and preparation, IRS representation, international taxation and estate and trust taxation. In addition, the firm provides wide-ranging, personalized accounting and consulting services, including income, estate, financial, retirement and succession planning, and support in the areas of mergers and acquisitions, marital planning and litigation.

“For nearly a century, our firm has never wavered from its mission to provide clients with the services and support they need to achieve their tax and accounting goals,” said Richard L. Philipson, Managing Partner at Robert Philipson & Company. “As our firm looks to the future, we see no greater partner than PKF O’Connor Davies, whose legacy has positioned the organization as a globally recognized leader in the accounting industry.”