Theresa is a dedicated and seasoned tax professional with over three decades of experience specializing in all aspects of personal income tax planning and compliance. Her depth of knowledge and hands-on approach make her a trusted advisor and a valuable resource to both clients and colleagues.
Theresa is highly regarded for her ability to clearly communicate even the most complex tax matters, helping to ease the stress often associated with personal tax issues. She seeks to guide her clients by considering their current needs and their long-term goals. She works closely with the firm’s partners, assisting with tax planning strategies and reviewing personal income tax returns to ensure accuracy and efficiency.
Theresa has extensive experience in tax controversy. She has successfully assisted her clients with tax audits and notices from federal, state & local agencies.
Theresa’s positive attitude, attention to detail, and exceptional communication skills continue to earn her the respect and confidence of those she works with.
Professional Affiliations
American Institute of Certified Public Accountants (AICPA)
New York State Society of CPAs