About Jeffrey

Jeffrey M. Factor, CPA, is a senior advisor in Marcum’s Blue Bell, PA office, working with high-net-worth individuals and closely-held business owners. He has more than 40 years of experience providing accounting and auditing, tax planning and preparation, and estate and succession planning services to small and mid-sized companies. Jeffrey has extensive experience serving physicians and their medical practices, as well as supermarkets and senior housing sectors.

Jeffrey consults on operational issues, helps clients devise customized short- and long-term strategies that further their sustainability and growth goals, and assists clients in achieving various business critical objectives, from creating new entities to designing and implementing accounting systems. He also contributes to developing executive compensation structures and employee benefits plans.

Before joining Marcum following its merger with McCarthy & Company, Jeffrey served as the co-founder and managing partner of Borislow, Factor & Kaufmann, LLC.

Professional & Civic Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
Education

Bachelor of Science, Accounting
University of Hartford