PROFESSIONAL EXPERIENCE:
Kimberly joined the firm in 2023 as a Tax Director. She started her career at a boutique CPA firm and now has fifteen years of honing her skills in providing clients with tax planning and advisory services in a variety of industries. She also has spent time working in assurance services and brings the analytics skills she developed in that practice to her tax clients and uses them to advise on improving profitability and efficiency.
In addition to bringing her expertise to client service, she enjoys sharing her experience and knowledge with younger staff members to help them in their development and career progression.
AREAS OF EXPERTISE:
- Tax compliance services for corporations, partnerships and personal returns
- Outsourced Accounting and consulting services
- State and Local Taxation
- Tax Controversy
- Strategic Business Analytics
- Transaction Advisory Services related to tax structuring and financial due diligence
- Extensive experience with numerous accounting software packages
PROFESSIONAL AFFILIATIONS:
- AICPA
- NYSSCPA
- Treasurer Orchestrating Dreams Foundation
LICENSES & CERTIFICATIONS:
- Certified Public Accountant
EDUCATION:
Kimberly received a BBA in accounting from Hofstra University and a Master of Science in Taxation from SUNY Old Westbury.