SPECIALISTS

Mary G. Duncan

Director, Citrin Cooperman Advisors LLC

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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.

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“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.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

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icon MASSACHUSETTS Worcester: T: (508) 757-3311