Gerard recently joined the firm in 2023. Gerard has extensive experience in complex tax
return preparation for Corporations, Partnerships, Individuals, Trusts and Estate tax
returns. Gerard assists clients with tax planning and projections to plan for a successful
future. He also has experience representing clients with the Internal Revenue Service and
various State taxing agencies for complex tax controversy cases.
Gerard received a Bachelors degree in Accounting as well as a Masters degree in Business
Administration from Mount St. Mary’s University. Outside of work, Gerard enjoys
spending time with his wife, son and two daughters as well as volunteering for Habitat for
Humanity. A previous high school tennis and basketball coach, Gerard also enjoys
watching and participating in all types of sports.
Professional Certifications:
Licensed Certified Public Accountant in New Jersey, Pennsylvania and Maryland
