Experience

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  Coyne & mcclean, chartered, cpas

  Jul 1978 - Jul 1987

  Partner

  Managed client relationships, staff training and development, technical review, and audit management. Editor of The Coyne & McClean Report, a quarterly firm newsletter, which took 3rd place in a national CPA firm contest. Joined the firm as a junior accountant and worked up to partner. Specialties included:• Client relationship building• Technical review• Audit management• Staff training & development• Writing and editing

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  Carlozo & company, p.a., cpas

  Jun 1989 - now

  President & ceo

  Lead a medium-sized accounting services firm, serving clients in the Baltimore-Washington corridor, as well as other states. Provide professional tax, accounting, consulting and financial planning services to business and individual clients. Committed to partnering with our clients' views of their "big picture" by supporting their understanding of financial and tax environments and the corresponding impacts on decision-making. Professional areas of expertise include: •FINANCIAL PLANNING: investments, retirement, estate planning, coordinating your plan, insurance• PROFESSIONAL TAX: corporate, partnership, individual, franchise, planning •ACCOUNTING: franchise, co-op, business, personal, accrual, cash, peer review•BUSINESS MANAGEMENT: bill pay, projections, planning, budgeting, Certified Public Accountant and Certified Financial Professional. Show less

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  Master key financial services, llc, ria

  Jan 2003 - Oct 2015

  Founding member

  As the founding Member of MKFS, I worked closely with clients in coordinating their goals and objectives together with their investment advisors. Given our MKFS clients were also predominantly clients of Carlozo & Company, P.A., we were able to bring to the working relationship knowledge of their business and individual circumstances in helping serve their best interests.