Tax Manager

Marlo Valenze, CPA

Marlo joined our firm as a tax manager in 2022 after more than 30 years of experience at a variety of public accounting firms. Her work has largely centered on tax preparation and review, and she works regularly across the real estate, investment, and healthcare sectors. In addition to strategic tax planning, Marlo is passionate about providing industry-leading service to multi-state and high-net-worth individuals.

State University of New York, Binghamton, B.S. Accounting

Get To Know Marlo

1. What about your job inspires you?

I enjoy assisting clients to understand their tax position and achieve their financial goals.

2. What are your hobbies and interests outside of work?

I love to travel and to spend time with family and friends.

3. How would you describe yourself in three words?

Team player, hardworking, dedicated