Mary joined the firm after 35 years with a national public accounting firm.  During which time she became a friend and trusted business advisor to well over 100 business clients ranging between for profit hospitals, to solo providers in the health care arena and from foreign ownership in a manufacturing firms, to a solo building contractor. 

Mary has decades of experience in flow through taxation for healthcare and small to middle market flow through entities and their owners. Her background also includes the following:

• Corporate and individual tax returns
• Personal property tax returns
• Payroll
• Fiscal year end retention Published in Tax Advisor Magazine

Mary has also shared her knowledge through the following outlets:

• Tax Advisor Magazine, September 2008
• The Wealth Stream Podcast, November 2019