Grassi, a firm specialising in advisory, tax and accounting services, has integrated New York City-based accountancy practice Hoffman Mulligan.
The move is intended to bolster Grassi’s specialist tax advisory and planning capabilities, while broadening its reach in the New York City market.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
As part of the integration, the Hoffman Mulligan team – including partners Don Hoffman and Janet Mulligan and 20 additional professionals – has relocated to Grassi’s New York City headquarters.
Hoffman and Mulligan together have more than 80 years of experience in advising individuals, families and business owners on complex tax issues.
Over time, they have built a track record for personalised service, long-term client relationships and proactive planning, which Grassi says is closely aligned with its own client-centric model.
Grassi founder and CEO Louis C. Grassi said: “Hoffman Mulligan brings a strong reputation for client service and deep technical expertise that closely aligns with our approach.
“This is a strategic step to further expand our capabilities and presence in New York City.
“As an independent, employee-owned firm, we remain focused on building long-term relationships and delivering thoughtful, forward-looking advice.”
The integration is described by the firm as part of its continued focus on organic growth and targeted expansion, achieved through investment in talent while retaining its service approach.
In January last year, Grassi merged with Massachusetts-based Anstiss & Co.
The move aimed at enhancing Grassi’s presence in the region and bolster its service offerings to family-owned businesses, nonprofits, and high-net-worth individuals.
The merger added six partners and 50 professionals and staff from Anstiss to the Grassi team, expanding the company’s expertise and capacity.
