Thomas P. Terry

Office Managing Partner;
Partner-in-Charge, Tax Services - Bridgehampton & Riverhead

Tax & Business

About Thomas

Thomas Terry is the office managing partner and partner-in-charge of tax services for the Firm’s Bridgehampton and Riverhead offices. He specializes in trust and estate planning for high-net-worth individuals and families managing multigenerational wealth. In addition, Thomas offers businesses forward-looking guidance, often with a sale or succession strategy in mind. He often works with owners of marinas, real estate, construction companies, retailers, and professional services firms. Thomas anlayzes and values a range of assets, from investment portfolios to property, and coordinating with his clients’ other advisors to deliver advice that holds their comprehensive financial picture in mind.

Professional & Civic Affiliations

  • American Institute of Certified Public Accountants
  • New York State Society of Certified Public Accountants
  • Business Owners Advisory Council of Long Island, Vice President
  • Estate Planning Council of Suffolk County, Member
  • Westhampton Rotary, Member, Former President


  • Community Impact Award, East End Arts and Humanities Council
Practice Focus

Trust and Estate Planning
Transactions and Transitions
Worth Assessment of Various Assets

Industry Focus

High Net Worth Individuals


BA, Accounting/Economics
Lycoming College