Partners Profile

Philip E. Falzone, CPA, founded United Tax & Financial Services, Inc. in 1993 and has more than 35 years of professional experience in accounting, specializing in individual and corporate taxation, partnerships and municipalities including fire districts, fire departments, and benevolent associations.

A member of the Hewlett Fire Department since 1975, he also serves as Treasurer of his Benevolent Association.

Phil is licensed as a CPA in New York and South Carolina, and has his Series 6 & 63 investment and insurance licenses.

Mary Ann Surdi, Office Manager for over 30 years, dedicates her time to providing preparation and review services of federal and state income taxes for individual, corporate, partnership, and tax-exempt organizations. In addition, she maintains the day-to-day operations of the practice.