Think of it as the foundation of your business's financial health!

Amy joined our firm in 2004 and currently serves as our senior tax manager. She holds a bachelor’s degree from Adelphi University and a master’s degree in taxation from Long Island University. Her responsibilities include providing innovative tax planning, reviewing and preparing various complex federal and multi-state income tax returns, with a specialty in high-net-worth individuals. Amy excels at using her interpersonal skills to cultivate and manage relationships with clients, banks, brokerage firms, and other accountants, ensuring top-notch planning, consulting, and expertise. She researches intricate tax issues, presents updates on tax legislation, and collaborates with partners to coordinate professional staff and evaluate their performance.

Amy is particularly passionate about working with and uplifting young, innovative entrepreneurs, partnering with them to understand their vision and goals, and helping them succeed.

Recently, Amy has embraced a new role to modernize our approach, becoming our Social Media Strategist. She is bringing our brand into the digital age. She manages our social media presence and participates in numerous networking events to connect with potential clients who keep us inspired, current and on our toes.