MEET MARY

MEET MARY

For over 30 years, Mary has been adding value to the way she provides traditional accounting and tax services. Clients rely on Mary’s ability to listen to their unique needs and deliver results that make the most sense for them. Though her expertise spans across service lines, she has focused her skills on individuals, trust, estate and gift tax returns.

Her background combined with her innate connection with clients enable Mary to not only be a trusted advisor but an all-around sounding board.

Education

Bachelor of Science, Business Administration - Finance, Merrimack College

Masters in Business Administration, Boston College

Certificate of Financial Planning, College for Financial Planning

Community Service

Mary supports Homes for Our Troops, a non-profit organization which builds mortgage free adapted housing for severely injured veterans.

BACKGROUND

BACKGROUND

Mary was a tax manager at the firm R.J. Gold and Company, PC for over 30 years. In October 2020, the firm she helped grow, merged in with Edelstein & Company. She has spent much of her career working on health insurance contracts with state insurance departments, employee benefits, financial planning, general accounting, and tax services. She also became involved with retirement plan administration. Now as a manager with Edelstein, Mary will be working with healthcare clients on their tax needs concentrating in the areas of individual, trust, estate and gift tax; as well as providing tax research services and handling communications with the Internal Revenue Service and state revenue departments.