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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

CPA – Managing Partner
Danny Haklai, CPA – Managing Partner – licensed accountant since 1991, member of the Institute of Certified Public Accountants in Israel. Services provided: audited financial statements, financial and accounting management, ongoing financial supervision and consultations, finance advice for raising funds from corporate banks, taxation. Clients: private companies, public companies, international companies, academic institutions. Academic degrees: B.A., Tel Aviv University, Economics & Accounting, 1988. Positions: Managing Partner, 1991 to date (employee since 1978). Languages: Hebrew, English.

Galit Nisim

CPA – Manager of the Audit Department
Galit Nisim, CPA – Manager of the Audit Department – licensed accountant since 2012.
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

Manager of Bookkeeping and Payroll Services Department
Services provided: Bookkeeping, payroll, and individual tax returns.
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

CPA
Lillian Cohen Rubin, CPA – licensed accountant since 2016.
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

Bookkeeping and Payroll Services Department
Yana Kursanov, Bookkeeping and Payroll Services Department
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

Bookkeeper and Administrative Manager
Bookkeeping Department and Administrative Manager
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

Designing an investment strategy suited to the client's needs and wishes, and to the structure of the family capital. Investments including financial investments, real estate investments, and investments in other assets in Israel and abroad.

Taxation

Taxation

Preparation of data for tax returns for tax advisors and accountants, tax planning, as well as advising on matters of international taxation and prevention of double taxation.

Estates

Estates

Management and auditing legal documentation for estates and inheritances, and professional consultations on preparation of wills.

Representation

Representation

Representation of client in negotiations with various financial institutions and business entities for the purpose of attaining best market terms. In addition, we conduct constant reviews of charges by the financial institutions.

Setting up trusts

Setting up trusts

Trusts for finance management and personal areas – in Israel and abroad.

Capital assets agreements

Capital assets agreements

Advising the family, managing and auditing external legal advisors on structuring capital assets agreements.

Cross-generational transfers

Cross-generational transfers

Planning and advising, for protecting and transferring assets within the family in the best way and in a totally objective manner.

Managing family preferences

Managing family preferences

Setting up trusts and mechanisms for protecting family members' preferences at critical moments in their lives (and after they are deceased) in matters of financial management, last wills and testaments, and management of their personal matters.

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.

Contact Us

דני חקלאי

דני חקלאי, רו”ח – שותף מנהל – רישיון בראיית חשבון משנת 1991. חבר לשכת רו”ח בישראל.

תחומי עיסוק: ביקורת דוחות כספיים, ניהול כספים וחשבות, ייעוץ וליווי עסקי שוטף, ייעוץ בנושאי מימון ואשראי מתאגידים בנקאיים, מיסוי חברות.

ענפי פעילות: חברות פרטיות, חברות ציבוריות, מוסדות אקדמיים, חברות בינלאומיות. 

תארים אקדמיים: אוניברסיטת תל אביב, בוגר כלכלה וחשבונאות בשנת 1988.

תפקידים: שותף מנהל בחקלאי ושות’ משנת 1991 (שכיר במשרד משנת 1978).

שפות: עברית, אנגלית.

דואר אלקטרוני: danny@haklai.co.il.