Mary L. Contessa
CPA, CVA, MAFF
Mary joined the Firm in 2002. Her career includes over 40 years of experience in various small businesses, non-profits and family-owned businesses with multiple entities. She also specializes in restaurants, veterinarians, animal clinics, auto industry related businesses as well as real estate development and investment. Mary has performed forensic accounting related to embezzlement fraud and misappropriation, breach of fiduciary duty, related party transactions, tracings and trust accounting.
Certification:
- Certified Public Accountant, CPA, Florida in 1982
- Certified Valuation Analyst, CVA, July 2022
- Master Analyst in Financial Forensics, MAFF, January 2023
Affiliations:
- Member of AICPA, FICPA, NACVA, ACFE, FVS
National Association of Certified Valuators and Analysts (NACVA):
Intensive training, examinations and valuation reports to become a CVA and a MAFF
- Degree: Bachelor’s Degree in Business Administration | Major in Accounting
- University: Florida Atlantic University
- Location/Date: Florida | 1980
- Graduated with a 4-year degree, major in accounting, at age 19.
- Tax Preparation for individuals, corporations, partnerships, non-profits and trusts
- Valuations for business mergers and acquisitions, buyouts and succession
planning, gift tax, estate tax and charitable contributions - Calculation of Value reports (limited background support)
- Forensic Accounting and Fraud investigations
- Transactional Due Diligence
- QuickBooks Online and desktop expert
- Business consulting
- Various small businesses
- Non-profits
- Veterinarians
- Restaurants
- Auto industry
- Real estate development and investment