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Edelstein Announces Principal Promotions

We are happy to announce the promotion of four of our managers to principal.  These individuals are enthusiastic and hard-working members of our firm whom we are excited to welcome to the principal level.  Congratulations to Abhijit, Keith, Emily and Rosalie!

Abhijit Banerjee

banerjee-hsAbhijit joined Edelstein & Company from a nationally ranked accounting firm and brought with him over 25 years of experience in accounting, tax and client services to the Medical Practices Group. Abhijit specializes in business and individual taxation and has managed human resources and administration of a multinational consulting firm. Lately, he has been working extensively with high net-worth families and their business with income taxes with multi state tax returns, tax planning and consulting. He strives to ensure that his clients receive the highest quality of service and attention customized to meet their needs.


Keith LeBlanc

keith-leblanc-croppedKeith Leblanc is a trusted tax advisor to emerging and established technology companies, real estate partnerships, business owners and high net worth individuals. Keith’s in-depth experience working in tax and audit in public accounting combined with his real-world experience in the private sector, enable him to understand all facets of a client’s business. The result — he provides practical financial advice that achieves short- and long-term goals while minimizing tax liability and ensuring federal, state and local tax compliance.


Emily Matthews

emily-white-croppedEmily is an experienced professional who provides sophisticated tax compliance and advisory services to closely-held businesses, their owners and other high net worth individuals. Clients value her ability to explain highly technical concepts in terms they can understand and to frame solutions so they can make informed decisions and act quickly and confidently. Emily’s clients receive tailored, results-driven tax, estate and wealth planning strategies that save them time, energy and financial resources. They know that they can count on her to respond promptly and effectively, whatever the service she is providing.


Rosalie Miller

miller-hsRosalie’s nonprofit clients quickly realize that they get much more than an auditor who examines their financial statements annually. They come to value Rosalie as their dedicated advisor – someone who guides them step-by-step through the audit/review process and counsels them on the assorted (and often arcane) issues that invariably arise. As a result, Rosalie helps her clients improve their internal procedures so that the audit/review process is more efficient and less stressful, and they have better internal controls. Thanks to Rosalie’s expert guidance, nonprofit clients can rest assured that they are in compliance and are improving their processes, allowing them to focus on their real work – their organization’s mission and success.