Jamie Cassone
Director
“I take pride in guiding clients through complex tax landscapes with care, transparency and commitment to their success.”
Jamie Cassone brings more than 15 years of experience delivering comprehensive tax compliance, research and planning services to partnerships, corporations, individuals and trusts.
Jamie serves clients across a wide range of industries, including real estate, architecture and engineering, retail and professional services. She also advises high-net-worth individuals on complex tax matters and related financial considerations.
In addition to her technical expertise, Jamie collaborates with clients to clarify tax strategies, manage risks and support future growth. At the organization, she mentors emerging professionals, sharing her knowledge and experience to strengthen their technical development and understanding of tax practices.
Professional Affiliations and Civic Involvement
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of Certified Public Accountants (NYCPA)
Accreditations
- Certified Public Accountant (New York)
Education
- State University of New York at Old Westbury, Master of Science degree in Accounting
- Binghamton University, Bachelor of Arts degree in History and Psychology