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.
Black Friday and Cyber Monday need no introduction, but for small business owners it’s all about Small Business Saturday—an annual holiday shopping tradition that gets communities out in support of their local small businesses. Small Business Saturday falls on November 24 this year, so if you haven’t already…start getting the word out.
The Protecting Americans from Tax Hikes (PATH) Act of 2015 requires Forms 1099-MISC reporting non-employee compensation (NEC) in box 7 to be filed by January 31.
Small business owners in many communities offer downtown trick or treat events. Take advantage of this opportunity to build your business reputation. Involvement in local events goes a long way with both existing and prospective customers—indicating a vested interest in your community. Find creative ways to make your business stand out this trick-or-treat season. We hope the following suggestions will spark fun promotional ideas: