Mariette T. O’Malley, CPA, J.D. Tax, CFP

Specialties

A family business since 1945, we are Certified Public Accountants, CERTIFIED FINANCIAL PLANNER™ professionals, and a J.D. (Tax). We are AICPA members, licensed in NJ & PA offering accounting, tax, consulting and «fee only» financial planning services designed to meet the needs of individuals, entrepreneurs and businesses.

Meet the Business Owner

Mariette O.

Business Owner

Mariette graduated from Cinnaminson High School ’79, LaSalle University ’83, Rutgers University Law School ’92, Tax Honors Program, and is a member of the AICPA, NJ State CPA Society, the American Bar Association, and the American Association Attorney-CPA’s. Mariette became a CPA in 1985, passed the bar exam in 1993 and became a Certified Financial Planner™ in 2000. She represents the third generation of O’Malley’s to practice public accounting. Mariette has lectured and consulted on family business problems, mergers and acquisitions, real estate swaps, retirement and estate planning, divorce strategy and other areas that comingle taxation and law. In addition to representing clients on tax audit and appeal issues, she also assists delinquent taxpayers get current. Mariette teaches the CFP® exam base and review courses, on the internet, as an adjunct professor at many top universities and is a frequent speaker on taxation, financial planning and related topics.