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.
CREDENTIALS
Education
Bachelor of Arts in Economics with a concentration in Accounting, Rutgers University, Douglass College
Licenses
Certified Public Accountant in the State of Illinois
Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
Presentations & Publications
Most recently, Mary successfully authored and negotiated private letter ruling requests pertaining to Section 1202. As published by the IRS:
WORK-LIFE BALANCE
Outside the Office
Outside the office, Mary is all about new adventures, exploring new places, hiking trails, and enjoying serene moments on the water. Family time is precious—whether with her grandchild, husband, and adult kids—or sharing laughter with friends. And concerts? Count her in for some soul-feeding rhythm and melodies!
Get in touch with Mary G. Duncan today.
Fill out the form below to get in direct contact with Mary G. Duncan and start your personalized consultation journey.
“I love being a tax advisor because I have the privilege of easing financial burdens, empowering clients to achieve their dreams with clarity and confidence, and delighting them with innovative solutions they didn't anticipate.”
Get in touch with Mary G. Duncan today.
Fill out the form below to get in direct contact with Mary G. Duncan and start your personalized consultation journey.