Karen specializes in serving small businesses, with a focus on closely held and family businesses and their owners. Her work includes tax compliance and planning for S corporations and individuals, as well as financial statement audits, reviews, and compilations. She helps business owners manage their finances, understand their tax obligations, and make informed financial decisions […]
Stephan focuses on state and local income tax matters, serving as a resource within Tronconi Segarra & Associates for questions involving income tax nexus. His client work spans manufacturing, construction and contracting, rental real estate, retail, and health care, with a growing focus on serving health care providers. As a Tax Principal, he is also […]
Anthony specializes in contract accounting and labor union financial and payroll audits as a Principal in the Accounting & Auditing Department at Tronconi Segarra & Associates. His work includes audit, review, and compilation engagements for contractors, labor unions, for-profit organizations, and U.S. federal government departments. He also performs audits of single-employer and Taft-Hartley multiemployer benefit […]
Rick focuses on financial statement compilation and review engagements for privately owned commercial and professional businesses. As a Principal in the Audit & Accounting Department at Tronconi Segarra & Associates, he also provides personal tax return services. He is particularly experienced in helping growing businesses navigate their first need for financial statements and uses his […]
Margaret provides Controller and CFO-level services through the Client Accounting Services department at Tronconi Segarra & Associates. Her work spans government, retail and distribution, and medical practice administration. In addition to managing client relationships, she supervises staff on engagements, monitors work for timely and efficient completion, and oversees proposals, engagement letters, and client billing. Her […]
Mark provides audit and accounting advisory services to private companies of varying size and complexity, including family-owned, private equity, employee-owned businesses , and IPO-ready. His experience spans manufacturing, retail & distribution, software, healthcare, services, and not-for-profit organizations. As a Principal in the Audit & Advisory practice at Tronconi Segarra & Associates, he leads client engagements […]
Gerad specializes in sales and use tax, with a particular focus on technology-backed solutions for complex sales tax matters. As a Principal at Tronconi Segarra & Associates, he leads large-scale projects and technology initiatives for significant state and local tax (SALT) clients while supporting the firm’s SALT practice. His work includes multistate sales tax compliance, […]
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