Experience

Carol Gomez is a managing director with more than 35 years of professional experience in public accounting and has wide experience in the areas of taxation, litigation consulting, and auditing. Carol’s experience includes tax planning, consulting, and compliance services for federal and multi-state income tax returns for high net-worth individuals and their closely held businesses, trusts and estates, and private foundations.

Carol provides a variety of services including planning and reviewing federal gift tax returns and estate tax returns, representing clients in audits conducted by federal and state taxing authorities, reviewing wills and trust agreements, as well as overseeing and reviewing fiduciary accountings — both in judicial format for surrogate’s court and non-judicial format for estates and trusts. In addition, she resolves issues for her clients pertaining to the administration of trust and estates, and collaborates with attorneys, executors, trustees, financial advisors, and other professionals on issues concerning tax matters and fiduciary accountings. Carol also advises on budgeting, projections, and cashflow concerns.

Carol has consulted on Generally Accepted Accounting Principles (GAAP) and Generally Accepted Auditing Standards (GAAS) matters. She has advised in cases involving securities violations, fraudulent financial reporting, purchase price disputes, damage analysis, and accountant’s malpractice. She has assisted counsel and the Securities and Exchange Commission through all phases of trial.

An experienced auditor, Carol has worked with a wide range of enterprises. Among these sectors are real estate businesses, manufacturers, financial services companies, distributors, professional service firms, and retailers.