Untracht Early has recently added two senior tax managers to its Individual Tax Department. With the addition of Ms. Tonia M. Simon, CPA, MST, who will be based out of the firm’s Florham Park, NJ headquarters and Mr. Angel M. Rodriguez, CPA, who joins the firm’s New York City team, Untracht Early further enhances its practice of experienced leaders in the areas of tax planning, tax compliance, and tax advisory services and continues to enhance its geographical footprint in the northeast region.

Untracht Early Tax Department Expands

Angel M. Rodriguez, CPA and Tonia M. Simon, CPA, MST

“Untracht Early remains committed to continually improving the tax practice on which the firm was founded by attracting and retaining the highest caliber professionals to deliver outstanding client service to our diverse clientele,” said Richard Cagnetta, Tax Principal/Principal-in-Charge of the New York City Office. “We’re confident that Tonia and Angel will prove themselves to be valued leaders as they apply their technical proficiency in taxation to help position clients for success as well as their management and mentoring skills towards making an indelible impact on the future of the firm.”

Ms. Simon brings nearly 30 years of experience with her, having served as Principal for the prior public accounting and consulting firms for which she’s worked. Ms. Simon’s broad base of specialty knowledge includes: tax planning and preparation, accounting, and consulting for both companies and high net worth individuals. Additionally, she has experience in litigation support and forensic accounting, wealth management, and financial planning. In her previous roles, she had oversight responsibility for business, individual, and trust tax returns; researching complex tax issues; representing clients in front of governmental tax agencies; and engaging in new business development activities. She also took the lead on managing and developing staff through mentoring and the presentation of continuing professional education trainings. Ms. Simon is the current acting Treasurer of the Rock Ridge Community Swim program and has previously served as the Vice President of Finance of the New Jersey Association of Women Business Owners (Morris County Chapter) as well as Sub-Committee Chair for various New Jersey State Society of Certified Public Accountants committees.

Mr. Rodriguez comes to Untracht Early having spent the past decade as a Tax Managing Director at a New York-based wealth management firm. In that role, he provided tax compliance and advisory services to high net worth individuals, as well as their associated foundations, trusts, partnerships, corporations, and other entities across a wide array of industries but with a particularly strong emphasis on clients operating in the financial services industry. He was also responsible for the review of complex tax returns, estate and gift tax returns, and U.S. tax compliance forms for international transactions. In addition to implementing advanced estate planning strategies, Mr. Rodriguez also had the opportunity to represent clients before taxing authorities. Internally, he was tasked with developing new business for the firm and providing mentoring to develop junior professionals. He currently serves as Treasurer for the Backyard Sports Cares organization and is a member of the Westchester Hispanic Chamber of Commerce.