Holyoke Comm., College, Holyoke, MA

Associates Of Arts, May   1994    

University of Mass, Amherst, MA

Bachelors of Business Admin.,, May 1996

University of Hartford, Hartford, CT

Masters In Taxation, May 2000

CPA Exam: Passed November 1996

Work Experience

Wolf & Company P.C., Springfield, MA – Commercial Tax Manager                     2006 to 2008

Responsibilities included growing commercial tax practice in Western Massachusetts while supporting Boston commercial tax department. Reviewed corporate, partnership and individual returns. Mentored Springfield and Boston staff in regards to personal and professional development.. Attended various marketing and networking events on behalf of the firm.

Meyers Brothers Kalicka P.C., Holyoke, MA – Tax Manager                                 2002 to 2006

Responsibilities included preparation and review of corporate, partnership, and individual tax returns. Preparation of consolidated and multi-state income tax returns. Resolution of Internal Revenue and State Department of Revenue tax issues.

Deloitte & Touche, LLP, Hartford, CT – Manager Tax Services                             1996 to 2001

Responsibilities included preparation of supporting documentation for tax workpaper files.  Preparation and review of federal and state income and franchise tax returns for corporations, S- corporations, partnerships, and high net worth individuals.  Research and documentation of tax issues. Preparation of income tax provisions in compliance with FAS 109.  Trained new staff on tax software and office procedures.  Developed and maintained client relationships.

Computer Skills

Microsoft Office Suite, Fasttax, PRO Systems, Tax Cut, BNA software, (fixed asset management system and the individual income tax planner), CCH access, RIA Onpoint, Lotus Notes.


American institute of Certified Public Accountants (AICPA), Massachusetts Society of CPA’S (MSCPA), Network 91