Mary Anne specializes in tax planning and compliance work for high net worth families and related entities including LLCs, trusts, S corporations, and partnerships. She is attentive to details and client service. The majority of her time is devoted to trust matters. Mary Anne frequently collaborates with attorneys on clients’ estate planning matters. Mary Anne joined Clark Schaefer Hackett when J.D. Cloud merged with CSH in July 2014.
B.S., Accounting, Thomas More College
MBA, Xavier University
Certification & Licensure
CPA – State of Ohio
American Institute of Certified Public Accountants
Ohio Society of Certified Public Accountants