PKF O'Connor Davies Accountants and Advisors
PKF O'Connor Davies Accountants and Advisors

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Seven Best Practices to Build a Better Relationship with Your Audit Firm
July 29, 2026

Changes will likely occur at your NFP, outside the routine audit, that could have an impact on your financial reporting.

Anthony DelValle Joins PKF O’Connor Davies as Partner in Real Estate Tax Practice
July 23, 2026

PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that Anthony DelValle, CPA, has joined the organization as Partner in its Real Estate Tax practice.

PKF O’Connor Davies Welcomes Denisse Moderski as Partner in State and Local Tax Practice
July 21, 2026

PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that Denisse Moderski, CPA, has joined the organization as a Partner in its State and Local Tax (SALT) practice.

Thomas Lemon Joins PKF O’Connor Davies as Partner in Commercial Tax Practice
July 10, 2026

PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that Thomas R. Lemon, CPA, has joined the organization as partner in its Commercial Tax practice.

New Middletown Office Location
July 6, 2026

Effective June 29, 2026, PKF O’Connor Davies’ Middletown office will relocate to: 85 Crystal Run Road, Suite 310 Middletown, NY 10941

PKF O’Connor Davies and FoundationMark Host Private Foundations Event on Growth, Investment Trends and Operational Performance
June 24, 2026

PKF O’Connor Davies, one of the nation’s leading accounting, tax and advisory practices, recently hosted a private foundations event in collaboration with FoundationMark titled “The Data Behind the Dollars: Measuring What Matters to Foundations.”

10 Tidbits to Simplify the Complexities of Private Foundation Compliance
June 10, 2026

We’re pleased to share the article, Top 10 Tidbits for Private Foundations, recently published by Philanthropy Roundtable.

Global Perspectives on Cross-Border Reporting and Enforcement
May 13, 2026

Featuring perspectives on cross-border reporting, enforcement and global regulatory developments.

PKF O’Connor Davies Ranked #1 Accounting and Tax Firm for Private Foundations by FoundationMark
May 5, 2026

PKF O’Connor Davies, one of the nation’s leading accounting, tax and advisory practices, today announced it has been named the market share leader among accounting firms serving private foundations in excess of $25 million in assets in the Northeast by FoundationMark, a market intelligence and benchmarking platform.

Rick Simonsen Joins PKF O’Connor Davies as Managing Director in Transaction Advisory Services
April 30, 2026

PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that Rick Simonsen, CPA, CM&AA, has joined the organization as Managing Director within its Transaction Advisory Services practice.

PKF O’Connor Davies Rises to #8 in Vault’s 2027 “Best Accounting Firms,” Continuing Upward Momentum
April 23, 2026

PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced it has been ranked #8 overall in Vault’s 2027 “Best Accounting Firms” rankings, advancing from its #9 spot in 2026 and further improving its position as a top 10 accounting firm nationwide.

PKF Investment Banking Closes Sale of Armistead Mechanical, Inc. to PremiStar, LLC
April 22, 2026

PKF Investment Banking, the investment banking affiliate and subsidiary of PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, announced today the successful close of the sale of Armistead Mechanical, Inc. (“Armistead Mechanical” or the “Company”) to PremiStar, LLC, (“PremiStar”) a portfolio company of private equity firm Partners Group USA Corporation.

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