Overview
Mary Jo has 20 years of experience providing tax compliance, consulting, and advisory services with a focus on construction companies and their owners. A member of the firm’s construction tax leadership team, Mary Jo works to enhance the firm’s industry knowledge, technical expertise, and service capabilities specific to our construction clients. Mary Jo is also a member of the firms ESOP specialist team, helping clients to evaluate and navigate transitions to fully and partially ESOP owned structures.
She specializes in mid-to-large sized contractors with a focus on multi-state, closely held businesses, with complex structures. Mary Jo has spent her career specializing in the specific tax and accounting issues that are unique to general and subcontractors, she excels at connecting intricate tax strategies with practical implementation for her clients. Mary Jo is committed to identifying opportunities and maximizing tax savings for both contractors and their owners. She prides herself in her ability to build strong relationships with business owners and management, with the intent of developing lasting partnerships with our clients.
Education
- Bachelor of science in accounting, finance, and international business – University of Toledo
- Masters of science in accounting – University of Toledo
In the community
- Construction Financial Management Association (CFMA) – member; National tax and legislative affairs
committee member 2023 – 2026; North East Ohio Program committee chair - National Association of Women in Construction (NAWIC) – member; former treasurer
- Associated General Contractors of America (AGC) – member
- Ohio Contractors Association (OCA) – member
- Ohio Employee Ownership Center (OEOC) – member
- Ohio Society of Certified Public Accountants (OSCPA)