Experience

Mary serves as a director in Citrin Cooperman’s Tax Practice, leveraging over 35 years of comprehensive experience in tax advisory, planning, representation, and compliance, and is based out of the firm’s Worcester office. Her dedication is centered on delivering tailored strategic solutions that address the nuanced needs of clients. She specializes in navigating intricate tax landscapes across a spectrum of industries, including technology, manufacturing, construction, restaurant, automotive dealerships, and startups.

Throughout her career, Mary has established a reputation for her ability to provide customized tax solutions that precisely align with each client's financial objectives. Notably, Mary has achieved significant milestones by successfully writing and negotiating recent private letter ruling requests with the IRS, with a specific focus on Internal Revenue Code Section 1202. These accomplishments have resulted in considerable tax savings for clients.

Mary's unwavering commitment to professional excellence and client satisfaction underscores her role as a trusted advisor in the realm of tax advisory. Her proactive approach and deep-seated expertise continue to contribute to the success and financial well-being of businesses and individuals alike.

Prior to Citrin Cooperman, Mary worked as a tax advisor at S&G LLP, which joined Citrin Cooperman in 2024 and as a senior tax manager at a global company specializing in technology-enabled professional services.