Not everyone is born a leader. Future leaders are developed, mentored and nurtured throughout their career and I am passionate about investing in our staff to maintain the success of our firm."

About Anne Mary

Anne Mary specializes in the preparation and review of tax returns and financial statements for a wide variety of small business clients in the local community, including law firms, contractors, medical practices, and automobile dealerships. Throughout the year she works closely with small business owners, providing comprehensive consulting and tax planning services for them at both the individual and corporate tax level.

Anne Mary uses her previous experience working at an international logistics company to help with improving management functions for local small businesses. She leverages the skills she has learned as a Certified Valuation Analyst to assist her clients with business succession, acquisition, and expansion. Because Anne Mary is well-versed in each part of financial reporting, she is able to advise her clients by understanding how each decision can affect their bottom line.

Within the firm, Anne Mary is a strong motivator and takes pride in training staff, offering her full support and attention. She is well-organized and maintains focus on her client work at hand, while mentoring future leaders of the firm. She enjoys being a key member of the firm’s college recruiting initiative.

Areas of Specialization

Advisory Services Litigation & Valuation Services Outsourced Bookkeeping & Accounting Auto Dealerships Construction Law Firms

Professional Memberships & Recognition

• American Institute of Certified Public Accountants
• Delaware Society of Certified Public Accountants
• National Association of Certified Valuators and Analysts

Boards & Committees

• St. John the Beloved School – Past Home and School Association Treasurer

Education

• Drexel University – Bachelor of Science Degree in Accounting
• Certified Valuation Analyst
• Certified QuickBooks ProAdvisor