Profile

Firm Profile

We understand that there is no “one size fits all” solution to meet everyone’s financial needs, so we work with each client individually to assess, plan, educate, and meet those needs.

Staff Profiles

maryMary J. Miller, CPA, MBA, CITP, CGMA

Mary has practiced as a Certified Public Accountant for over 30 years. Her services in the area of taxation include taxation of individuals, businesses, gifting, trusts and estates. Her areas of expertise in business include business advisory services such as technology solutions and business process reengineering.

Mary holds a Master’s degree in Business Administration from the University of New Haven and CPA licensure in the State of Connecticut. Mary is also a nationally Certified Information Technology Professional and hold an additional national certification in Global Managerial Accounting. She is a National Tax Practice Institute Fellow, an advanced credential in representation before taxing authorities.

“I love the personal touch I can bring to my work. Getting to know my clients while helping with financial and tax matters is one of the most rewarding parts for my practice.”

Mary is a lifelong resident of Milford and resides there with her husband. She enjoys fresh air, long walks, and Milford’s sandy beaches. A lecturer at the University of New Haven, Mary finds great fulfillment in bringing her real world experience into the classroom.

Mary is a member of the Milford Chamber of Commerce, the American Institute for Certified Public Accountants (AICPA), the Connecticut State Society of CPA’s (CTCPA), the American Accounting Association (AAA) and the Association of Certified Fraud Examiners (ACFE).

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maureen

Maureen Lucas, EA, MTax, NTPI Fellow

Maureen Lucas is a licensed Enrolled Agent specializing in tax services including individuals, small businesses, trusts, gifts, and estates. She is a Fellow of the National Tax Practice Institute, which is an advanced credential in representation before taxing authorities. She holds a Master’s degree in Taxation from Nova Southeastern University and has been working in taxation and accounting for over 20 years. Maureen obtains a minimum of 30 hours of continuing education annually to help her keep up with the ever changing tax code. She enjoys these classes and always looks forward to furthering her education. Maureen is a member of the National Association of Enrolled Agents and the National Association of Tax Professionals.

The part of her job that Maureen enjoys most is working closely and personally with her clients. Maureen works with many clients who want a “full-service” approach and want her to simply handle all of the details. Other clients prefer a more hands on approach. She especially enjoys easing someone’s concerns about the process of tax preparation, tax filing, or business or personal finances. “I especially enjoy helping to alleviate the fear and nervousness that is often present for clients when dealing with taxes and finances. I try to arm my clients with as much (or sometimes as little) information as they want in order to help them make sense of taxes and finances. It makes the process so much less intimidating for them.”

Maureen lives in Milford with her husband, two sons, and a wacky cat. In her spare time she stays involved in community service, working with local youth, cooking, and reading.

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