Theodore has more than 33 years expertise in guiding trustees,executors and high net worth individuals through the complicated process of tax compliance related to trusts and estates. He advises about income tax compliance requirements and the detailed analysis of trust documents and wills, to file appropriate Federal and State income tax returns. He also assists…
Steve manages the Special Purpose Entity division, and provides tax services. Steve also manages payroll for various clients. Education/Affiliations: Received a Bachelor of Science degree in Accounting from the Pennsylvania State University Certified Public Accountant in Pennsylvania and Delaware Member of the American Institute of CPA’s and the Delaware Society of CPA’s
“Accounting is the language of business. No matter your size, profitability, desire to keep your business or pass it on to the next generation, accounting is always involved” Chris focuses on general matters of corporate and individual income taxation, estate and gift taxation, director, officer and corporate management/governance services for special purpose entities. Chris specializes…
“Working as a team with my clients is important to helping them achieve their goals.” John’s background is in assurance services, including private audits and client consulting. He has worked with a variety of industries, including large public and privately held companies, as well as governments and not-for-profits. His experience includes manufacturing and lottery industries,…
“Sometimes clients aren’t aware of what they need or even where to start, which is why we’re here to help them. Everyday, I realize how important it is to listen more so that we can assess their needs and put together a plan based on our conversations.” Alex joined Gunnip in 2011. Alex’s areas of…
John has experience in audit and tax for corporations and partnerships in various industries. John specializes in single audit compliance for nonprofit organizations. Education/Affiliations: Graduated from the University of Delaware with a B.S. in Accounting Member of the American Institute of Certified Public Accountants (AICPA) since 2013 Delaware Society of CPA’S (DSCPA) also since 2013
“I really enjoy learning about my client’s aspirations, then helping them achieve their goals.” Lynn has over 30 years of diverse tax compliance and consulting experience. She specializes in individual, trust and estate tax. While Lynn enjoys all aspects of taxation, she especially enjoys working with senior citizens and new executors to help them understand…
Working within the firm’s Entrepreneurial Services practice, Jacqueline specializes in providing tax planning and preparation, and financial statement preparation services to small business clients. She takes great pride in meeting her clients’ needs, so they can continue pursuing their passions. Education/Affiliations: ● Graduate of the University of Delaware, attaining both Bachelor and Master degrees in…
Having spent most of her career in the industry, Deanna specializes in large C corporations. Her background spanns a variety of tax functions including domestic and international compliance, tax accounting, tax planning, and transfer pricing. Education/Affiliations: Received her B.S. in Accountancy and Masters in Taxation from Villanova University Certified Public Accountant in the states of…
Laura specializes in corporate tax, as well as working with partnerships and individuals. Her primary focuses are federal and state and local tax planning and compliance. She also has experience in preparing estimate calculations and tax provisions for corporations. Education/Affiliations: Graduate of the University of Delaware Previously worked at KPMG in Philadelphia, and in the…