Meet The Partners

Jake Elliott, EA

Tax Partner

Direct: (561) 235-2503
Office: (561) 961-0325
Fax: (561) 244-0513
Email: jelliott@hmgroupllp.com

With over ten years of tax and accounting experience, Jake has been working with business owners from all over the US in matters of federal, state, and local taxation. He has experience with a broad range of tax subject areas ranging from small business matters to large international corporation compliance issues and almost everything in between. He has worked closely with clients from the formation of their business to the closing while ensuring they are best situated to reach their goals and has frequently watched the growth of his clientele while working alongside them as an advisor.

Born and raised in Florida, Jake received his Bachelor’s in Accounting as well as his Masters in Taxation from Florida Atlantic University. He is an Enrolled Agent authorized to represent taxpayers on all tax matters before the IRS.

Education

Master of Taxation, Florida Atlantic University
BS, Accounting, Florida Atlantic University

Brandon has 14 years of experience at larger regional and national firms. His last position held was Senior Manager in the Audit & Accounting Services Department for a national firm. He was responsible for providing audit and accounting services for private held and non profit organizations. He also has experience in conducting reviews, agreed upon procedures, engagements and employee benefit plan audits.

Prior to joining, Brandon performed audits for industries including: broadcast television, manufacturing/distribution, construction, hospitality, healthcare, franchises, non for-profit and employee benefit plans.

Practice Areas

  • Manufacturing and Distribution
  • Healthcare
  • Not-for-Profit
  • Retail/Franchises
  • Hospitality
  • Employee Benefit Plans
  • Private Equity

Brandon Jorth, CPA

Audit Partner

Direct: (561) 309-1538
Office: (561) 961-0325
Fax: (561) 244-0513

Email: bjorth@hmgroupllp.com

David J. Akiva, CPA

Transaction Advisory Partner

Direct: (561) 901-2509
Office: (561) 961-0325
Fax: (561) 244-0513
Email: dakiva@hmgroupllp.com

David manages the Transaction and Litigation Advisory Department based in our Boca Raton office. David’s extensive background includes valuations, transaction advisory, forensic accounting, intangible assets, data analysis, financial modeling, and financial due diligence. David’s critical role is helping stakeholders and investors make well-informed decisions, whether it’s for financial reporting, transaction purposes, tax planning, or other business-related matters. David is a strong advocate for staying current with industry standards and regulations, allowing David to maintain the highest ethical and professional standards in every project.

Key Skills and Expertise:

Valuation Services: Proficient in conducting thorough business valuations, including asset valuation, equity valuation, and intangible asset appraisal. Expertise in applying various valuation methodologies. Conducted valuations for mergers and acquisitions, financial reporting, and tax compliance, delivering precise and defensible valuation reports. Assisted in performing business valuations for diverse clients, including private companies, public corporations, and non-profit organizations.

Forensic Accounting: Skilled in forensic investigations, focusing on fraud detection, financial irregularities, and economic damages. Adept at preparing detailed forensic reports and presenting findings in clear, concise formats suitable for legal contexts. Conducted forensic investigations into financial discrepancies and fraud allegations. Prepared comprehensive forensic accounting reports used in legal proceedings and settlements.

Financial Analysis and Reporting: Strong analytical skills in reviewing financial statements, identifying discrepancies, and tracing funds to uncover fraudulent activities. Capable of reconstructing financial records and providing accurate, comprehensive financial reports.




Education

Florida Atlantic University, Boca Raton,

Master of Accounting – Concentration in Business Valuation & Forensic Accounting

 

Florida Atlantic University, Boca Raton,

Bachelor of Business Administration – Major in Accounting

 

Certifications & Memberships

Licensed CPA – State of Florida

 

AICPA Membership

 

ACFE Institute Membership

 

Management Team

Adam B. Hartstein, CPA

Co-Managing Partner

Direct: (561) 236-2748
Office: (561) 961-0325
Fax: (561) 244-0513
Email: ahartstein@hmgroupllp.com

Yarden L. Michael, CPA

Co-Managing Partner

Direct: (847) 772-9218
Office: (561) 961-0325
Fax: (561) 244-0513
Email: ymichael@hmgroupllp.com