ROSS TRAPANI

Ross Trapani has nearly two decades of experience advising privately held businesses and their owners on accounting, tax, assurance, and strategic business matters. He works closely with business owners and management teams throughout the year, helping them improve performance, navigate complex tax and financial issues, and make informed decisions that support growth and long-term success.

Ross has developed specialized expertise serving clients in real estate and affordable housing, healthcare, professional services, manufacturing and distribution, and not-for-profit organizations. He provides guidance on strategic tax planning, financial reporting, business transactions, financing, ownership transitions, and organizational structuring while taking a holistic approach that considers both the business and the owner's broader objectives. Clients value his accessibility, practical advice, and ability to simplify complex issues into clear, actionable solutions.

Certifications & Education

• Certified Public Accountant in New York
• Certified Tax Credit Specialist (TCS)
• Certified Healthcare Financial Professional (CHFP)
• Certified Specialist Physician Practice Management (CSPPM)
• State University of New York at New Paltz, Bachelor of Science in Accounting
• RSM Leadership & Advisory Institute
• Leadership Dutchess, Graduate 

Accolades & Awards

• 2021 Emerging Leaders Award - NYCPA
• 2022 40 Under 40 Award -  SUNY New Paltz
• 2022 40 Under 40 Award – Dutchess County Regional Chamber of Commerce