Tax Preparation

Tax Planning

Maureen has over 40 years of experience preparing tax returns, advising clients on tax planning, and managing investment accounts.She is licensed by the Internal Revenue Service as an Enrolled Agent.Maureen has worked independently as a tax preparer and advisor as well as for boutique
financial firms in the Berkshires, Southern Indiana, and Upstate New York.Currently a Trustee at the Saratoga County History Center in Ballston Spa, NY, she serves as Treasurer.Maureen is a graduate of the University of Massachusetts at Amherst, where she played on the varsity golf team. She splits her time between upstate New York and Naples, FL.