About us
Haklai & Co. specializes in providing audit and accounting services, tax planning and tax return preparation, and economic and financial advisory and consultation.
Haklai & Co. was founded in 1941. The managing partner, Danny Haklai, is third generation to a family of CPAs, and has been managing partner of the firm since 1997.
The firm offers personalized attention to its clients with an extensive range of services relating to their business and financial activity.
The business philosophy of the firm is to get to know our clients and create an intimate business-client relationship, familiarizing ourselves with your needs. This allows us to become involved, in-depth, directly, on an ongoing basis, in all aspects of your business and financial needs.
About Us
Services
The firm offers personalized attention to its clients with an extensive range of services relating to their business and financial activity.
- Audited financial statements
- Bookkeeping and payroll services for companies and self-employed clients
- Accounting and finance management
- Financial statements for tax purposes for companies and self-employed clients
- Capital declaration forms
- Financial statements in accordance with Israeli standards
- Financial statements in accordance with international financial regulations and standards (IFRS)
- Ongoing business supervision and consultancy
- Tax Advisory
- Human capital management services (Family Office)
- Public offering and supervising issuing procedures
- Disclosure and prospectus documents
- Companies valuations
- Establishment and ongoing supervision of companies
- Entrepreneurialism
- Financing – raising loans and credit from corporate banks
- Trust funds
- Business plans
- Financial feasibility and due diligence
- Tax and accounting advice for new immigrants and returning residents
Professional fields
Private companies
Public companies
International companies
Self-employed individuals
Clients in Professional Practices
Commerce and Services
Industry
Real estate
Academic institutions
Non-profit organizations
Our staff
Partners and Senior Employees
Danny Haklai
Galit Nisim
Services provided: audited financial statements, tax consulting for companies and individuals.
Clients: private companies, public companies, non-profit organizations, and self-employed.
Academic degrees: B.A., The Open University of Israel, Economics & Business Administration, 2002, and Economics & Accounting, cum laude, 2009.
Positions: Manager of the Audit Department, employee since 2011.
Languages: Hebrew, English.
Anton Levzon
Clients: private companies, public companies, non-profit organizations, and self-employed.
Academic degrees: B.A. and M.A. in Economics, 2009.
Positions: Manager and employee since 2017.
Certification: Bookkeeping types 1+2, type 3 and payroll accounting.
Languages: Hebrew, English, Russian.
Lillian Cohen Rubin
Services provided: audited financial statements, tax consulting for companies and individuals.
Clients: private companies, public companies, non-profit organizations and self-employed.
Academic degrees: B.A., Ono Academic College, Business Administration and Accounting, 2012.
Positions: employee since 2017.
Languages: Hebrew, English.
Yana Kursanov
Services provided: bookkeeping and payroll.
Clients: private companies and self-employed individuals.
Certification: Bookkeeping types 1+2, type 3 and payroll accounting.
Position: employee since 2018.
Languages: Hebrew, English, Russian.
Mali Borukhach
Services provided: bookkeeping.
Clients: private companies and self-employed.
Certification: Bookkeeping types 1+2.
Positons: employee since 2019.
Languages: Hebrew, English, Russian.
Haklai Family Office – profile
The Haklai Family Office Department provides personal capital management services and offers professional management services for all family assets with a long-term outlook, while aiming to maintain and expand them for the generations ahead.
Haklai Family Office has a clear advantage in offering personal finance management services – tailored specially and in complete compliance with the needs and profile of the client. Our firm is your finance center – all in one, organizing your interfacing with financial institutions, accountants, lawyers, investment managers and tax advisors, with constant monitoring – in order to protect personal capital based on a strategic overview.
Haklai Family Office offers a wide and comprehensive range of services: reviewing and monitoring investments, tax advisory, setting up trusts, preparing wills, managing estates, capital assets agreements, planning and cross-generational transfer of assets, reviewing pension plans, and managing inheritances. Our personal service allows established families to manage their financial capital and ensure their wealth is protected and transferred to the following generations in the best possible way.
Investments and financial management
Investments and financial management
Taxation
Taxation
Estates
Estates
Representation
Representation
Setting up trusts
Setting up trusts
Capital assets agreements
Capital assets agreements
Cross-generational transfers
Cross-generational transfers
Managing family preferences
Managing family preferences
Members of our professional team at Haklai & Co., Family Office are the confidential professionals for your family, and interpersonal relations are at the heart of doing our job.
This is the core of our business.
Haklai & Co. also provides assistance with defining your family’s financial goals and strategy, with involvement in the most sensitive issues of cross-generational transfer of funds, dissipating family tensions regarding money and related matters.
Forms
Contact Us
- Address: 11 Derech Menachem Begin Road, Ramat Gan
- Email: haklai@haklai.co.il
- Tel: 03-6133969/8/7
- Fax: 03-6133965