Mary is a Principal specializing in providing accounting and tax consulting and compliance services to closely held businesses and their owners. Her primary expertise lies in the tax accounting area, effects of taxation to pass-through entities, and business and individual tax planning.
Prior to joining CTBK in 2008, she worked as part of the Financial Management Team of an international manufacturing company, headquartered in Central New York. Previously, Mary had been employed for thirteen years with the Buffalo office of Deloitte & Touche as a Senior Tax Manager.
Her selected experiences include:
Extensive experience with respect to NYS QEZE tax benefits and filing requirements.
Practical experience in payroll-related issues and ERISA Employee Benefit Plans.
Health Care Reform Act provisions to businesses and individuals.
Procurement of project financing and capital project construction oversight.
Implementing cost segregation and research and development credit studies.
Mary's professional and community affiliations include:
American Institute of Certified Public Accountants
- New York State Society of Certified Public Accountants