Meet DSJ Advisory Group

Terence Coppinger and Robert Upbin, Partners, DSJ Advisory Group

Founded in 1972, DSJ stands as a beacon of precision, expertise, and unparalleled knowledge in the world of accounting and finance. We're more than just an accounting firm; we're partners in elevating your investment goals. Our team comprises rigorously trained and dedicated accounting and bookkeeping professionals who ensure accuracy, efficiency, and trustworthy insights. Our proficiency isn’t limited. Serving individuals, businesses, not-for-profit organizations, schools, and other agencies has endowed us with a comprehensive understanding of diverse financial landscapes. This versatility is a unique advantage for investors seeking insights across sectors. Our roots trace back to over half a century, built on the highest standards of knowledge. This longevity translates to seasoned expertise in business management, financial planning, and intricate tax matters related to estates, trusts, businesses, and individuals. Our broad spectrum of services, from accounting to tax expertise, ensures that investors receive bespoke solutions, positioning them for optimal financial gains. At DSJ, we're not just about numbers; we're about value. Partner with us and gain a competitive edge in your investment journey.

Terence Coppinger
Partner at DSJ Advisory Group

With over 30 years rooted in the New York Metro Area, Terence Coppinger stands out as an international tax strategist. As the Partner-in-Charge of the Tax Department at DSJ, he's adept at guiding multinational corporations and individuals through the intricacies of global tax, ensuring compliance, and optimizing tax positions. This expertise translates to tangible benefits for investors, maximizing returns while minimizing global tax liabilities.

An active contributor to the AICPA and a respected academic at St. John’s University’s Tobin College of Business, Terence's influence extends to renowned tax publications and academia. His educational foundation is solidified with degrees from St. John’s and Pace University, and he's on the brink of securing a Doctorate from Sacred Heart University.

Robert Upbin
Partner at DSJ Advisory Group

Robert Upbin, a New York Certified Public Accountant since 1973, boasts an esteemed educational pedigree with a B.A. from Brooklyn College and an M.B.A. from the University of Chicago Graduate School of Business. His commitment to the profession is further highlighted by his active membership in the New York State Society of Certified Public Accountants.

​​​​​​​Bob’s deep understanding of international finance, combined with his recognition as an expert witness in various court systems, further cements his stature as a leading figure in the realm of international taxation. Investors will benefit from his long track record of assisting clients to transition their finances into the US, navigating the red tape and regulations surrounding internal tax policy.

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