PKF O’Connor Davies Adds 4 Professionals from Malane & Soderlund

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Continuing Growth Deepens Firm’s Tax Expertise

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PKF O’Connor Davies, LLP, the nation's 28th largest accounting and advisory firm, announced today that four professionals from Malane & Soderlund, a certified public accounting firm specializing in tax services with particular expertise in estate and trust planning, will join the Firm. The new hires continue the ongoing growth at PKF O’Connor Davies, which has added hundreds of new professionals over the last few years.

Sue Soderlund will be a partner at PKF O’Connor Davies in the Firm’s Tax Compliance and Planning division. Dave Malane will serve in a senior advisory capacity to a select group of clients. Barbara Georgetti and Monika Mathews will also join the tax division. All four new team members will work at the Firm’s headquarters in Harrison, NY.

“We’re excited to bring Sue, Dave and the entire team at Malane & Soderlund on board,” said Kevin J. Keane, Managing Partner. “They’re known throughout the region as go-to tax experts in a wide range of industries, and we look forward to adding that knowledge and experience to our firm’s deep bench of expertise.”

Soderlund, co-founder at Malane & Soderlund, has more than 30 years of public accounting experience, including more than a decade working at a “Big 4” accounting firm. Specializing in estate and trust matters, she provides tax solutions to individual clients and small businesses in a number of industries. She also has expertise in advising clients on post-mortem tax planning strategies, preparation of estate tax returns and court accountings. Malane spent nearly 25 years at a “Big 4” firm, including serving as Partner-in-Charge, before co-founding Malane & Soderlund in 1992.

“After more than 25 years of growing our firm, this is the right time to combine forces with a stellar partner like PKF O’Connor Davies,” Soderlund said. “This gives us a chance to lend our expertise to an already established group of talented professionals and expand the services we’re able to offer our clients.”

PKF O’Connor Davies now has nine offices in four states and continues to expand with mergers and strategic hires throughout the Northeast and Washington, D.C. regions.

About PKF O’Connor Davies, LLP

PKF O’Connor Davies, LLP is a full service Certified Public Accounting and advisory firm with a long history of serving clients both domestically and internationally. With roots tracing to 1891, nine offices in New York, New Jersey, Connecticut and Maryland, and more than 700 professionals, led by over 100 partners, the Firm provides a complete range of accounting, auditing, tax and management advisory services.

PKF O’Connor Davies is ranked number 28 in Accounting Today’s 2017 “Top 100 Firms” list and the Firm is also recognized as a “Leader in Audit and Accounting,” a “Pacesetter in Growth” and one of the “Top Firms in the Mid-Atlantic.” PKF O’Connor Davies is ranked number 28 in INSIDE Public Accounting’s 2017 “Top 100 Firms” list and recognized as one of the “Top Ten Fastest-Growing Firms." In 2016, PKF O'Connor Davies was named one of Vault's Accounting 50, a ranking of the 50 best accounting employers to work for in North America, and ranked among the top 50 most prestigious accounting firms in America in a complementary Vault survey. The Firm is the 11th largest accounting firm in the New York Metropolitan area, according to Crain’s New York Business, and the 11th top accounting firm in New Jersey according to NJBiz’s 2017 rankings.

By consistently delivering proactive, thorough and efficient service, PKF O'Connor Davies has built long-lasting, valuable relationships with its clients. Partners are intimately involved in the day-to-day management of engagements, ensuring a high degree of client service and cost effectiveness. The Firm’s seasoned professional staff members employ a team approach to all engagements to provide clients with the utmost quality and timely services aimed at helping them succeed. Continuity of staffing and attention to detail in all client engagements make the Firm stand out among its competitors.

PKF O’Connor Davies is the lead North American representative of the international association of PKF member firms. PKF International is a network of legally independent member firms providing accounting and business advisory services in 440 locations in 150 countries around the world. With its tradition, experience and focus on the future, PKF O’Connor Davies is ready to help clients meet today’s ever-changing economic conditions and manage the growing complexities of the regulatory environment. For more information, visit

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Kathleen O’Toole
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