Responsible and dedicated, Linda uses her strong analytical, problem solving and communication skills to serve clients. She consistently maintains a positive outlook, no matter the issue, and genuinely cares about each individual she works with.
Clients appreciate the unique perspective Linda brings to tax planning. Having spent nearly 14 years with the New York State Department of Taxation and Finance as an auditor performing field audits, she uses her background to identify areas of weakness and make suggested improvements to strengthen clients’ cases and their overall businesses. Linda proactively helps clients in anticipation of future audits, assisting them in the process of planning, documentation gathering and pre-audit work. Linda’s experience has taught her to effectively communicate complex tax matters to clients and/or their representatives. In addition to contested audit matters, she provides a wide range of tax and consulting services to high-net-worth individuals, business owners, C-suite executives, asset managers and family offices. Linda is proficient in residency planning, statutory residency monitoring, multi-state income and equity allocation counts,complex tax computations and resident tax credits, tax research, family office and general advisory services. She uses technology, such as cell site analysis and GPS tracking to provide clients with a comprehensive analysis.
- New York State Society of CPAs
- Taxpayer Assistance Program (Volunteer)
Linda loves being outdoors, traveling and exploring new places. She also enjoys spending time with her extensive group of family and friends, and cheering on the Buffalo Bills. Linda resides in East Aurora, New York, with her husband and their three children.