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Discover Our Expertise

TAG was formed by Gerald Tischfeld in 1995, a pioneer in providing financial management services to organizations serving individuals with disabilities since 1970. Today, we provide a broad range of services and solutions to help human services organizations and special education providers optimize performance and productivity, facilitate change and achieve their vision.  We strive to solve the critical issues facing our clients, both large and small. Our unique approach is not only what differentiates us, but also what makes us successful. 

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With over 25 years of experience, we have the capabilities and expertise to meet your mission and develop your vision. At TAG, we combine our insights and skills to transform your processes and strategies, and in turn, your organization. We’re proud to help shape and improve how our clients structure and manage their programs.  


Our Strategic Planning Line assists organizations in designing appropriate services that best satisfy the needs of their stakeholders.  We provide a wide range of services that meet this objective including: 

  • Strategic Plans 

  • Marketing Plans & Analyses   

  • Joint Venture & Strategic Alliance Planning 

  • Program Approval/Modification Applications Preparation

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TAG has established a formidable professional reputation as an expert in this area. 


Our Rate Reimbursement & Management Line includes: 

  • Reimbursement Rate Consulting with a concentration on revenue utilization and preservation 

  • Development of Indirect Cost Rates and Related Budgets

  • Allocation Studies 

  • Preparation and Analysis of the Consolidated Fiscal Report (CFR) 

  • Rate Management Support Throughout The Office of the New York State Comptroller Audit 

  • Job Description Preparation & Review 

  • Analysis and Application of the Reimbursable Cost Manual for Programs Receiving Funding Under Article 81 and/or Article 89 of the Education Law to Educate Students with Disabilities and the New York State Consolidated Fiscal Reporting and Claiming Manual 

  • Service Delivery Procedures Review  

  • Analysis and Preparation of Waivers 

  • Management Services Organization Structure  

  • Caseloads Analysis: comparison to industry norms, establishment of benchmarks and design and implementation of systems



TAG assists organizations in obtaining the appropriate capital resources to fund their operating, investing and debt service requirements.  The products and services designed to meet these needs include: 

  • Reimbursement Impact Studies 

  • Financial Feasibility Studies 

  • Budgeting & Cost Accounting Packages 

  • Financial Projections 

  • Debt, Equity, & Fundraising Negotiation Assistance

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TAG assists organizations in streamlining their administrative, logistical and information systems to provide maximum service levels at minimum costs.  The services designed to meet these needs include: 


  • Information Systems Selection & Implementation 

  • Receivables, Billings & Collections Systems Support  

  • Cash Management Systems Support 

  • Financial Planning Services 

  • Benchmarking Studies 

  • Management Reporting Systems Support

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Our Internal Controls Systemization Line focuses primarily on assisting management and its Board of Directors in designing quality assurance protocols and maintaining a robust internal controls system.  Our services include: 

  • Policy and Procedure Development including compliance, accounting and personnel 

  • Organizational Development including staffing requirements relative to regulations 

  • Compliance Reviews

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Contact Dean Tischfeld, Senior Managing Director, to learn how TAG's services can benefit your organization.

100 Jericho Quadrangle
Jericho, NY 11753


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