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Mark Forte

Mark Forte

Senior Staff Accountant

Followers of Mark Forte364 followers
location of Mark ForteRochester, New York, United States

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  • Timeline

  • About me

    Senior Tax Manager at MMB+Co

  • Education

    • Rochester Institute of Technology - Saunders College of Business

      1986 - 1991
      BS Business Admin - Accounting

  • Experience

    • Francis G. Marchese, CPA

      Jan 1996 - Sept 1999
      Senior Staff Accountant

      sole practioner who lives in Batavia, but has offices in Rochester (Chili) and Batavia.

    • Daitz, Rice, Gillette & Sardone, CPAs

      Sept 1999 - Sept 2000
      Staff Accountant

      Small CPA firm in Chili (Rochester), NY. Merged with Rotenberg & Co., LLP and moved to their new location on S.Winton Rd in Brighton

    • Rotenberg & Company

      Sept 2000 - Dec 2003
      Senior Accountant

      Accounting firm S.Winton Road in Rochester, NY (Town of Brigton) that had merged with Daitz, Rice & Gillette, CPAs

    • Bernardi & Russo, CPAs

      Feb 2004 - Sept 2007
      Senior Accountant

      Small firm located in town of Brighton (Rochester), NY. Merged with Buffalo firm called Freed, Maxick & Battaglia, CPAs in Sept 2007

    • FreedMaxick CPAs, P.C.

      Sept 2007 - Dec 2016
      Tax Supervisor

      Main duties involve preparing corporate and personal income tax returns for clients. Returns include multi-state and some international reporting.Additional duties involve assisting internal audit or SOX compliance with testing of IT controls over business functions. Also, assisting clients with proper use of accounting software including QuickBooks and Peachtree.

    • Mengel, Metzger, Barr & Co. LLP

      Jan 2017 - now

      Managing the office's 100+ not-for-profit tax returns along with various business and individual returns Main duties involve preparing corporate and personal income tax returns for clients that range from easy to more complex that include consolidations, multi-state and some international reporting.Additional consulting duties involve assisting clients with internal controls, various business transactions and reporting compliances with third parties. In addition, assisting clients with proper use of accounting software including QuickBooks and Peachtree to mention a few.

      • Senior Tax Manager

        Oct 2022 - now

      • Tax Manager

        Oct 2019 - Oct 2022

      • Senior Accountant

        Jan 2017 - Oct 2019

  • Licenses & Certifications

    • QuickBooks Certified ProAdvisor

      Jan 2000
      View certificate certificate

    • Certified Public Accountant

      NYS Department of Education
      Mar 2004

    • Certified Information Technology Professional (CITP)

      AICPA
      Nov 2007

    • CPA (Certified Public Accountant)

      AICPA
      Mar 2004
      View certificate certificate

  • Volunteer Experience

    • Emeritus status as a member of the Alumni Advisory Board

      Issued by Saunders College of Business at RIT
      Saunders College of Business at RITAssociated with Mark Forte

    • Board Member

      Issued by Counselor's Cup on Apr 2012
      Counselor's CupAssociated with Mark Forte

    • Committee Member

      Issued by NYCPA - The New York State Society of CPAs on Jun 2022
      NYCPA - The New York State Society of CPAsAssociated with Mark Forte

    • Rochester Chapter's Chair of Technology committee & general board member

      Issued by NYSSCPA - The New York State Society of CPAs on Jan 2002
      NYSSCPA - The New York State Society of CPAsAssociated with Mark Forte