People

Cathy Marotta

Partner

Cathy Marotta

“Planning ahead saves you time, money, and hassle, especially when it comes to taxes and financial results. I always have a customized plan for the needs of our clients that is clear and efficient.”

Cathy Marotta is a Partner of the Firm with over 40 years of accounting experience. She has extensive knowledge of auditing, internal controls, and business and personal taxation. She specializes in closely-held businesses, national and international business with a concentration in manufacturing, client executrix duties and not-for-profit entities. She is noted for exceptional service among high-net-worth individuals and multimillion dollar companies.

Additionally, Cathy has over 30 years of experience with private, for profit and not-for-profit schools, and she continues to serve as Treasurer for a not-for-profit international dance company.

Cathy maintains her professional relationships with the tax and audit community with a client-focused business model and is fluent in various tax software. She has her continuing professional education (CPE) license and has overseen continuing education for her peers. She has additionally championed a task force to support morale and team building in the workplace.

Cathy is a supporter of the arts and is a public radio enthusiast.

Professional Affiliations & Civic Involvement

  • American Institute of Certified Public Accountants (AICPA)
  • Academy of Dental Certified Public Accountants (ADCPA)
  • New Jersey Society of Certified Public Accountants (NJSCPA)
  • Florida Institute of Certified Public Accountants (FICPA)
  • Kozlov Dance International, Treasurer

Accreditations

  • Certified Public Accountant (New Jersey, Florida)

Education