01
Professionalism
- Deep, multi-decade expertise
- Collaborative team practice
- Personal attention at every level
Est. 1984 · Hudson Valley, New York
The Tax Detective.
Uncovering what other firms miss.
Ronald A. Mermer, CPA, P.C. is a boutique advisory firm built on wisdom, strategy, and decades of trusted guidance — helping Hudson Valley families and business owners make their most important financial decisions with confidence.
40+
Years guiding clients
3
Hudson Valley offices
3
Books authored
Tax StrategyEstate PlanningBusiness AdvisoryMulti-Generational WealthRetirement IncomeReal EstateAudit RepresentationSuccession Planning
Author of
The Tax Detective · Secrets of a Tax Free Life · The Ten Most Expensive Tax Mistakes
Meet Ron
Not just an accountant. A lifelong financial educator.
For four decades, Ron has sat at kitchen tables, conference rooms, and family offices across New York — translating complex tax code into clear decisions. He has authored three books, spoken to thousands, and quietly guided generations of Hudson Valley families through their most important financial moments.
Educator
Speaker, author, and teacher of practical tax strategy.
Strategist
Long-view planning for businesses, families, and estates.
Trusted Advisor
Discreet counsel for life's largest financial decisions.
Wealth Steward
Helping clients legally keep more of what they earn.
A Signature Practice
Helping you move forward with
confidence.
Most people don't realize how much money they are unknowingly giving away. Inspired by Ron's book and four decades of practice, our Tax Detective approach examines the seams of your financial life — finding opportunities, risks, and strategies hiding beneath the surface of a routine return.
63%
Missed Deductions
Categories most preparers overlook — quietly costing families thousands each year.
of returns leave money behind
12+
Hidden Opportunities
Credits, elections, and entity structures that align with how you actually live and work.
strategies per typical client
1 hr
Planning Gaps
Estate, retirement, and timing exposures uncovered before they become permanent.
can reshape a decade
10 yr
Future Savings
Multi-year forecasting that turns today's decisions into tomorrow's compounding gains.
planning horizon, standard
"Tax preparation looks backward. Tax strategy looks forward — and that is where the money actually lives."
Request a Tax Detective Review Our Difference
Relationships measured in decades, not tax seasons.
Many firms count clients by returns filed. We count by generations served. The children of clients we met in the 1980s now bring us their own businesses, their own homes, and their own decisions — because trust, once earned, compounds.
Year 1
First return. First conversation.
We listen long before we file.
Year 5
Strategy, not just compliance.
Forecasting begins to shape the decisions you make.
Year 10
Trusted on the largest decisions.
Real estate, business sales, succession planning.
Year 25+
A second generation joins.
Adult children bring us their own families and ventures.
Our Standards
Professionalism. Responsiveness. Quality.
Three words have guided this firm for forty years. They sit on the wall, but more importantly, they sit in every conversation.
02
Responsiveness
- Calls returned the same day
- Proactive, year-round guidance
- Long-term accessibility
03
Quality
- Continuous professional education
- Standards measured in decades
- Advice you can build a life on
Our Approach
The Mermer Method.
A six-stage journey, refined over four decades, that turns a first conversation into a lifelong financial partnership.
- IDiscovery
We learn your story — family, business, goals, fears, history.
- IIAnalysis
Three years of returns. Entities. Cash flow. Risk. Opportunity.
- IIIStrategy
A written plan tailored to your life — not a generic checklist.
- IVImplementation
We do the work, coordinate the players, file the documents.
- VReview
Quarterly check-ins. Mid-year forecasts. Year-end positioning.
- VIPartnership
A relationship that grows alongside your life and business.
Insights Beyond the Office
The library of a working CPA.
Ron doesn't just prepare taxes. He teaches people how to think differently about taxes and wealth. Three books, written from the chair across the table — not from theory.
The Tax Detective
Uncovering what most preparers overlook.
Secrets of a Tax Free Life
Legal strategies to keep more of what you earn.
The Ten Most Expensive Tax Mistakes
The errors that quietly cost families fortunes.
Before Major Decisions
Our clients don't call us after decisions.
They call before.
The most expensive financial mistakes are almost always made before the CPA sees them. That is precisely why our clients reach out first — not last.
Selling a business
Buying real estate
Planning retirement
Structuring an estate
A major tax decision
Growing the business
The People
A team you'll actually know by name.
The same faces, year after year. The same voices on the phone. Long-tenured professionals who know your file — and your story.
Ronald A. Mermer
CPA, CGMA, CTC, CCPS — Founder
Danielle N. Blasone
CPA, CCPS
Syma Durrani
Team Member
Sarah Chilson
Team Member
Daniel J. Harrigan
Team Member
Jameris J. Spencer
Team Member
Stephanie Shrader
Team Member
Jennifer Rivera
Team Member
Toni Cambria
Team Member
Melinda Thomas
Team Member
Hudson Valley Authority
Serving the Hudson Valley & Greater New York Region.
Rooted in the tree-lined downtowns of Rockland, Dutchess, and Westchester — three offices, one firm, an unmistakable sense of place. We know these communities because we live in them.
Rockland County
Suffern, NY
Our flagship office, where the firm began in 1984.
By Appointment
Dutchess County
Fishkill, NY
Serving the upper Hudson Valley and Mid-Hudson region.
By Appointment
Westchester County
Hawthorne, NY
Convenient to Westchester and lower Hudson communities.
By Appointment
A Conversation, Not a Sales Call
Your most important financial decisions
deserve more than software.
Schedule a private conversation with Ron or a senior advisor. No forms to fill, no questionnaires — just a thoughtful discussion about where you are and where you want to go.