MANAGER – Tax & Small Business


Karly began her career with the firm as an intern while completing her degree at the University of Delaware and has been with the firm ever since. Karly is a member of the firm’s Estate & Trust Section where she specializes in the preparation of tax returns associated with estates, trusts and gifts. Karly also works with a variety of clients providing tax planning, tax preparation, accounting services and QuickBooks maintenance. In addition, she is integral in the preparation of tax returns related to nonprofit organizations.

To stay abreast of important tax law and industry changes, Karly regularly attends the National Association of Estate Planners & Councils annual education conference, the Estate Planning Council of Delaware monthly meetings and Wilmington Tax Group meetings. Karly shares her knowledge by contributing to the firm’s tax and small business blog – A Matter of Tax and by presenting on estate, trust and tax issues at various local organizations.

Karly assists with the firm’s recruiting efforts by attending events at the University of Delaware and assisted with the firm’s website upgrade project.

Professional Snapshot

American Institute of Certified Public Accountants

Delaware Society of Certified Public Accountants

Chester County Chamber of Business & Industry – Emerging Leaders Member

Estate Planning Council of Delaware – Board Member

Wilmington Tax Group


University of Delaware – Bachelor of Science Degree in Accounting & Finance


Delaware CarePlan – Treasurer

Wilmington Flower Market – Volunteer


2017 CPA Practice Advisor 40 Under 40 Honoree


Contact Karly:

302.573.3926 or

Download Karly’s vCard