Gail graduated from Fordham University in 1991 with a bachelor of science in accounting. Prior to joining Schultheis & Panettieri, LLP in 2008, Gail worked in public accounting performing audits in the financial service industry with a focus in registered investment companies. Gail also worked in the private sector managing both corporate tax and financial planning and analysis departments.
Gail’s responsibilities as Tax Manager include preparation of Federal and State corporate and individual tax returns, fiduciary tax returns, monthly, quarterly and annual accounting services, and personal foreign financial asset reporting.
Gail’s diverse background enables her to work in both our Tax and Audit Departments. She prepares personal financial statements, performs compilations, reviews and audits and assists in agreed upon procedure engagements. Gail provides services to individual and business clients as well as employee benefit plan clients. Gail enjoys variety in her work and also assists with specialized agreed upon procedure reporting.
Gail is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.