Kluska_TopPRINCIPAL – Tax & Small Business

 

Meet Anne Mary
Personable | Advisor | Liaison | PTO Member

Anne Mary specializes in the preparation and review of tax returns and financial statements for
a wide variety of small business clients in the local community, including law firms, contractors,
medical practices and automobile dealerships. Throughout the year  she works closely with
small business owners, providing comprehensive consulting and tax planning services for them
at both the individual and corporate tax level.

Anne Mary uses her previous experience working at an international logistics company to help
with improving management functions for local small businesses. She leverages the skills she
has learned as a Certified Valuation Analyst to assist her clients with business succession,
acquisition, and expansion. Because Anne Mary is well-versed in each part of financial reporting,
she is able to advise her clients by understanding how each decision can affect their bottom line.

Within the firm, Anne Mary is a strong motivator and takes pride in training staff, offering her
full support and attention. She is well-organized and maintains focus on her client work at hand,
while mentoring future leaders of the firm. She enjoys being a key member of the firm’s college
recruiting initiative.

Perspectives from Anne Mary:

“Not everyone is born a leader. Future leaders are developed, mentored and nurtured throughout
their career and I am passionate about investing in our staff to maintain the success of our firm.”

“Business is dynamic.  have to be flexible and adaptable with my clients in order to meet their
constant changing needs and give them the best guidance to make important business decisions.”

 

Professional Snapshot:

American Institute of Certified Public Accountants

Delaware Society of Certified Public Accountants

National Association of Certified Valuators and Analysts

Wilmington Tax Group

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Drexel University – Bachelor of Science Degree in Accounting

Certified Valuation Analyst (CVA)

Certified QuickBooks ProAdvisor

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St. John the Beloved School – Past Home and School Association Treasurer

 

Contact Anne Mary:

302-573-3936 or akluska@belfint.com

Download Anne Mary’s vCard

 

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