Our brand new New York Headquarters
Rockefeller Center
Our office at our New York location has moved to 600 Fifth Ave. 22nd floor, New York, NY. This is the beginning of a great relationship with Rockefeller Center!
Our newest Branch Office in Greenwich, CT

We are located at 600 Steamboat Road, Greenwich, CT.
(Tax + Tech)

FTS is excited to introduce the new K-1 Analyzer. We simplify our K-1 processes with revolutionary new AI-powered software; a game-changing, AI-enabled solution that will significantly reduce manual efforts involved with K-1 processes, while lowering risk and improving insight.

The new K-1 Analyzer is cutting edge software that allows FTS to quickly extract and aggregate complex non-standard K-1 information so that it can be reviewed and analyzed. It provides a single, standard, structured output for managing K-1s that allows FTS to eliminate manual effort so that we can concentrate on reviewing, analyzing, and gaining insights from the data.
Get Certified!
Our Newest Team Members
Angela Kwok, CPA (Tax Director) Greenwich

Angela Kwok joins FTS as our new Tax Director for our Private Equity tax team. She joins us at our newest office in Greenwich, CT. Angela previously was the Vice President at Bank of New York Mellon where she reviewed tax returns for Private Equity Funds, Hybrid Funds as well as Hedge Funds. Angela reviewed tax allocations and set up waterfall models for Private Equity clients. She has experience in discussing Fund Structuring and Tax Planning as well as Tax Compliance with her clients. Angela has also coordinated and reviewed all aspects in filings related to Foreign Investments.
Prior to BNY Mellon , she worked for Citi Private Equity Services as their Vice President where she reviewed tax returns for complex Private Equity Funds as well as Hedge Funds, Fund of Funds, Corporations and High Net Worth individuals. Angela has experience in preparing forms 8805, 1042, 926, 5471, 8621 and 8865. She graduated Magna Cum Laude from Baruch College where she received her BBA.

Yoonie Bae, CPA (Tax Manager) Los Angeles
Yoonie currently serves as Tax Manager at FTS. She is a boomerang to FTS after three years at PwC Venture Capital Group in San Jose, CA where she gained experience of Silicon Valley . Her professional experience is focused in Alternative Investment Funds (Private Equity, Fund of Funds, and Venture Capital). She recently moved down to Los Angeles with her husband and her one-year old baby girl. She loves making tasty Korean dishes for her family. Yoonie graduated with a degree in Accounting from Pennsylvania State University. She is a Certified Public Accountant in California.

Christopher Monasterio, CPA (Tax Senior) New York City
Chris Monasterio joins FTS after working at Dechert LLP where he rose from Tax Specialist to Senior US Tax Analyst. Chris has experience in preparing partnership tax returns as well as various international tax forms including Forms 8858, 5471 and 8975. Chris has experience in researching and analyzing state apportionment methodologies, state tax rates and new tax legislation to apply any changes annually to his partnership clients. Chris started his career at EY where he prepared corporate as well as partnership returns for domestic as well as foreign clients. He was educated at St. Joseph’s University in Philadelphia, PA where he earned his BS in Accounting & Finance, graduating Summa Cum Laude.
Elizabeth Lozier, EA (Tax Senior) Albany

Elizabeth Lozier joins our firm after over 4 years at Ayco where she worked in their National Tax Group. During this time, Elizabeth gained experience in individual returns as well as gift and fiduciary returns. She has experience with financial counseling as well as preparing and reviewing multiple types of tax returns. Prior to this role, Elizabeth worked for TaxMatrix Technologies as a Senior Tax Consultant where she gained experience in Financial Services, Manufacturing, Retail, Pharmaceuticals, Utilities and the Legal industry.
Fund Administration Team
Jeanne Polinsky (Senior Associate) Boston

Jeanne Polinsky joins FTS Fund Services as Senior Associate. Having spent 12 years with Weston Presidio as Finance Associate and the past 6 years at a boutique-style Fund Administration firm, she has accumulated over 18 years of experience in the Private Equity industry. Jeanne received her Certificate in Accounting from Northeastern University.  
FTS Awards
FTS has been recognized by AI Global Media at their 2020 Global Excellence Awards and Worldwide Financial Advisor Awards Magazine Golden Globe Awards 2019. The awards were presented based on merit through comprehensive analysis and qualitative as well as quantitative research to recognize the best in the industry.

Most Outstanding Tax & Accounting Firm 2020 - New York

Alternative Investment Tax Firm of the Year - Canada