Karen joined our firm in 1996. She has over 29 years of experience in accounting and tax. Her responsibilities include preparation and review of tax returns for individuals, corporations, partnerships, estates and trusts; preparation of compiled and reviewed financial statements; tax planning and assistance with tax compliance issues.
Before joining the firm, Karen held several positions including senior accountant at KPMG Peat Marwick, LLP, where she performed audits of small businesses as well as tax preparation and review of savings and loan associations, high income individuals and consolidated corporate entities.
Karen earned her Bachelor of Science in Education and later changed careers and earned her Bachelor of Science in Accounting from Mercy College in New York. Karen is a member of the NCACPA and AICPA. Her outside interests include genealogy, travel, walking and reading.
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
The combination of running a business and your life and preparing for tax time can drive some people into a slight panic. But no need to get stressed if you are prepared. Now is the time to start organizing all documents required to file your tax return.
Like the old paraphrased saying goes: In this world, two things are certain—death and taxes. The recent federal tax overhaul changed a lot of rules, so it’s as important as ever to understand your tax obligations, including those on Social Security benefits.
Unfortunately, cyber scammers never take a vacation. In fact, the IRS has issued a warning of a surge in fraudulent emails that bait potential phishing victims with fake tax transcripts. Links within these emails lead recipients to documents containing the well-known malware, Emotet.