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.
These days, we seem to have endless articles on IT security while traveling, but far fewer on physical safety. Because summer can be big travel months for many businesses, we put together the following list of tips to help keep you safe while away from home.
As your trusted advisor, we are always looking for ways to improve your financial health—and that doesn’t stop at business activity. We also want to support you with tips to help you save money in your personal life as well.
June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!