Anne is a Manager in our tax department with over 7 years of public accounting experience. She specializes in tax compliance and planning for high-net-worth individuals and their families across various industries. Anne’s day-to-day responsibilities include overseeing the progress of engagements from tax planning to finalizing returns, communicating with clients as well as training and mentoring staff. Anne focuses on building strong relationships with clients with the goal of providing excellent service that meets their personal and family needs.
MS – Accounting
Polytechnic Institute, State University of New York (Summa Cum Laude)
BS – Accounting
University at Albany, State University of New York (Summa Cum Laude)
Certified Public Accountant
American Institute of Certified Public Accountants
When not in the office, Anne’s favorite activity is spending time with family and friends. Any family activity is always a great time, but she especially loves hiking with her Labrador Retriever named Elsie as well as floating around the lake on the pontoon boat.
What’s something intriguing that most people wouldn’t know about you?
Anne grew up around the harness horse racing industry. She spent most of her summer’s helping her dad who is a horse trainer and traveling with him to different racetracks across the northeast. To this day she still loves the horses and has a passion for all animals in general.