Profile

Mary Anne specializes in tax planning and compliance work for high net worth families and related entities including LLCs, trusts, S corporations, and partnerships. She is attentive to details and client service. The majority of her time is devoted to trust matters. Mary Anne frequently collaborates with attorneys on clients’ estate planning matters.

Education & Certification
• B.S., Accounting, Thomas More College
• MBA, Xavier University
• Certified Public Accountant, State of Ohio

Professional Organizations
• American Institute of Certified Public Accountants
• Ohio Society of Certified Public Accountants