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TANTON GRUBMAN CPAS LLP

Leading the Way in Tax, Accounting & Planning.
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We are pleased to announce that as of October 1st, we have officially joined forces with Schulman Lobel CPAs LLP (schulmanlobel.com).

After several months of consideration, we really feel that this merger will put us in an even better position to provide the highest level of service to all of our clients. While most of us will still be based out of New York City, we will also have offices in Los Angeles, New Jersey, South Florida, and India.

We will be reaching out soon after the October 17th deadline to share our new contact information, but rest assured your contacts at the firm will remain the same and please feel free to reach out any time.
Tanton Grubman CPAs LLP is one of the top privately held boutique tax, accounting and business advisory firms in the country. In today’s demanding and changing marketplace, we serve as trusted advisors to domestic and international clients.
As an actor, artist, athlete, executive or entrepreneur we customize our tax and accounting strategies to protect your business and financial well-being. With over 40 years of experience and technical expertise, our team of multifaceted tax professionals allow us to successfully meet the diverse demands of our clients.

INDUSTRIES

Our People Power Our Services

• Financial Services • Insurance • Fashion Retail/Wholesale • Public Relations / Marketing / Event Planning • Television/Film Production • Entertainment, Music, DJs, Art & Sports • Collectible Sneakers • Medical & Legal Practices • Interior Design • Hospitality, Hotel & Restaurant Management • Modeling Agencies
TAX SERVICES
INCLUDING:
→ Individual Taxes, Estate and Wealth Planning

→ Corporate/Partnership Taxes and Planning

→ Trust/Estate Taxes

→ Non-Profit Taxes

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→ International Taxation, Planning & Structuring. Affiliation with Multiple UK Accounting & Legal Firms

→ State/Local Taxation & Nexus Issues

→ Payroll/Sales Tax
ACCOUNTING & PLANNING
INCLUDING:
→ Audits

→ Reviews

→ Compilations

→ Agreed Upon Procedures

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→ Due Diligence

→ Forecast & Projections

→ Forensic Services
BUSINESS MANAGEMENT
INCLUDING:
→ Bill Paying and Bookkeeping Services​

→ Banking Transactions​

→ Collection and Depositing of Funds​

→ Cash Flow Management and Budgeting​

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→ Income Tax Preparation and Tax Planning​

→ Contract Review​

→ Estate Planning​

→ Review of Investments​

→ Touring​

→ Medical Claims​

→ Assistance with Real Estate Transactions and Business Acquisition
THE TANTON PRINCIPLES
• CLIENT FIRST • TEAM APPROACH • EXECUTIONAL EXCELLENCE •

“With over 65 years of combined experience and technical expertise, our team of multifaceted tax professionals possesses the flexibility and institutional knowledge to meet the diverse demands of our clients Access to the leading accounting and tax experts in 45 countries worldwide.”

Harvey Tanton, CPA
Managing Executive Director
Mr. Tanton is the firm’s managing executive director and has been practicing as a certified public accountant in New York State since 1972. He founded the Firm over 40 years ago. Mr. Tanton's leadership abilities, coupled with his wealth of experience in accounting, tax, and financial matters, are the backbone of the company...

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His clientele includes high net worth individuals and their companies. His expertise is in tax and generational wealth planning for individuals and their families both in the US and throughout the world.

His prior experience was with a large CPA firm which merged into the Big 4, where he was in charge of Fortune 500 International clients and advised the families who founded them.

Mr. Tanton is a graduate with honors from Northeastern University where he was elected to both Beta Gamma Sigma and Beta Alpha Psi honor Fraternities.
ROBERT E. GRUBMAN, CPA
Managing Partner
Managing Partner Robert E. Grubman is a Certified Public Accountant with over 30 years of experience in public accounting. Rob specializes in tax, consulting and business management for entertainment and lifestyle companies. He represents music artists and producers, clothing designers and retailers, collectible sneaker...

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companies, interior designers, marketing/public relations firms and several iconic modern artists. His clients include many of the highly regarded companies in the digital marketing and social media arena.

His financial guidance places individuals and business owners on a path to greater profitability and efficiency. Rob is in charge of the Entertainment, Lifestyle & Sports Group.

He is a graduate of the State University of New York at Albany and a member of the New York State Society of CPAs and its Entertainment, Arts and Sports Committee and American Institute of CPAs.
DAVID BARRETT, CPA
PARTNER
David M. Barrett is a Certified Public Accountant with 15 years of experience in public accounting and 14 years of experience in the broker dealer/ hedge and venture funds / financial services industry. David heads the financial reporting department of the firm. He is responsible for the tax reporting for many of the firm’s...

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high net worth individuals in the financial sector, trading and investment partnerships and various other entities in multiple business sectors.

David is also responsible for tax and court reporting for the firm’s estate and trust department. David joined Tanton Group CPAs, LLP in 2016.

He is a graduate of Marist College and is a member of the New York State Society of CPAs and its Family Office Committee and the American Institute of CPAs.
Deborah Assal, CPA
PARTNER
Deborah Assal is a Certified Public Accountant with over 14 years of experience in public accounting. Deborah provides tax compliance and planning services for her clients and has substantial experience in the financial services industry. Deborah has developed extensive experience with a variety of financial service entities...

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... including, but not limited to, investment partnerships, hedge funds, management companies, general partner entities, private equity partnerships and fund of funds.

Deborah also has substantial experience with information reporting and withholding requirements on US source income, and international outbound compliance.

She is a graduate of The University of Pittsburgh and is a member of the New York State Society of CPAs and the American Institute of Certified Public Accountants.
Anil Melwani, CPA
Partner
Anil Melwani is the most recent partner to join the team at Tanton Grubman. Anil founded 212 Tax & Accounting Services in 2008, and has been helping both businesses & individuals with their accounting, tax preparation, and tax planning since then. Anil’s main focus has been on the hospitality, entertainment, and...

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food & beverage industries, along with clients who face various types of international tax issues and many people who work with the United Nations and foreign governments. He also has extensive experience helping taxpayers with tax problems, including late returns, missed filings, and negotiating back taxes and penalties.

Prior to founding 212 Tax Services, Anil served as Vice President of Armel Enterprises, an importer & distributor of home furnishings. His duties included budgeting, forecasting, and inventory control, meeting with major retailers, and traveling to Asia to develop and source new products. Anil’s career in accounting started with Deloitte in the summer of 2000. He eventually became an integral part of the audit engagement team for several clients including Forever 21, India Abroad/Rediff.com, LensCrafters, Merrill Lynch, and the Rockefeller Family Investment Group. Anil’s knowledge of the inner workings of businesses and their tax obligations, coupled with his experience as a professional auditor, has enabled him to be a very highly regarded accountant and business advisor.

Anil grew up in Great Neck, Long Island, and has lived in Manhattan since 2001, after graduating from Babson College with a Concentration in Accounting. He is a member of the New York State Society of CPAs and National Association of Tax Professionals, and has been a New York State CPA since 2005.
LAMAR WILLIAMS
managing director
sports and entertainment
Mr. Williams joined Tanton in 2013 bringing over 18 years of industry experience along with his client base and the drive to build the firm into National prominence. Prior to Tanton Grubman LLP, he had been Managing Director of Sports & Entertainment at Cherry Beakert & Holland CPA, LLP.

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Mr. Williams has a unique ability to communicate with athletes and entertainers and understands their tax planning, tax preparation and lifestyle management needs.

Lamar attended Old Dominion University where he studied Economics and Business Management. He is a United States Marine Corps Veteran and received a National Defense Medal for his service in the Gulf War. Lamar also is a registered Investment Advisor with a Series 6, 65 and Life & Health licenses. Lamar lives in Atlanta with his wife and has three children.

PRACTICE FOCUS & SPECIALIZATIONS

Lamar’s focus is on Business Management and his extensive experience lies in:

- Cash flow management, Transition planning and budgeting

- Financial Analysis


- Post career retirement planning


- Evaluating insurance and estate planning needs


- Tax planning & Tax preparation


- Charitable Giving and Philanthropy
MELANEA Tanton
Managing DIRECTOR
Melanea has over 30 years’ experience with the firm where she acts as a personal planning, insurance, and tax advisor. During her tenure at the Firm she has advised a diverse group of individuals, both foreign and domestic, ranging from aspiring celebrities and entertainers to executives and fund managers...

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As a business manager, she assisted these individuals in various planning decisions including long term wealth and personal planning matters, obtain mortgages, bank loans and various types of insurances to address their financial goals.

Her prior experience includes being a designated member of Northwestern Mutual’s Estate Strategies Group; Treasurer, Dishes Project Inc for pediatric AIDS 1996-1999; President and Founder, NYC Networks Group, 2001.

In addition, to her work with the firm she is a licensed life, health, disability and long-term care solicitor.

Melanea’s planning expertise includes Life programs for high net worth Individuals with Estate tax issues, Key man insurance, Group Disability, Group Health and Group Long Term Care.
Tasha Özger, MST, EA
TAX DIRECTOR
Tasha Özger works as the Tax Director at Tanton Grubman CPAS and has over 14 years of tax industry experience specializing in high and ultra-high net worth clients, national and international corporate entities, partnerships, and foreign individuals.

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Tasha has previously worked on post-production for major Hollywood movies and Indie films, handled staff accounting for a Tony Award-Winning producer, and also provided personal tax accounting services to several movie directors and production managers, actors, dancers, choreographers, wardrobe designers, stylists, and directors.

Tasha has a bachelor’s degree in communications with a minor in business management and holds a Master's Degree in Taxation from Rutgers University. She is an Enrolled Agent with the IRS as well.

Tasha is highly skilled in financial planning, tax strategies, audit representation, and provides nationwide and international tax accounting advising for partnerships, S-Corps, and C-Corps.

Tasha’s specialty focus is in the following areas:

Tax controversy

Offer in compromise

International tax, expats, cross-border, and expatriation

Streamline

FIRPTA

Tax issues concerning clients in the corporate finance, tech innovation, venture capital, entertainment, international enterprise, and investment industries.
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