Professional Experience
- Szymkowiak & Associates CPAs, PC, Senior Manager (2010 - Present)
- Szymkowiak & Associates CPAs, PC, Manager (2001 - 2010)
- Prior experience includes Ernst & Young and local CPA firms in New York City and Western New York (1987-2001)
Areas of Expertise
- Tax return preparation and compliance
- Estate, gift and trust tax planning
- Tax planning
- High net-worth family consulting
- IRS and state tax authority representation
- Multistate tax returns and planning
Education
- State University of New York at Buffalo
- B.S. Accounting, 1987
Affiliations
- Certified Public Accountant, New York State
- Member
- American Institute of Certified Public Accountants
- New York State Society of Certified Public Accountants
- New York State Society of Certified Public Accountants - Young CPA's, Founding Chair and former Board Member
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