Graduate of Governors State University, BS Accounting

Mary has been a tax accountant and small business advisor since 1989.  Mary specializes in assisting closely held businesses and their owners with their tax, accounting, and Quick Books software needs.  Mary became certified as a Quick Books ProAdvisor in 1999 and has maintained her certification every year, in order to provide clients with the most efficient and effective means to maintain their books and records, and to give them meaningful financial reports.  Her Quick Books ProAdvisor certification from Intuit recognizes her as a resource for all Quick Books installation, utilization, support, and training.

Mary became registered and passed the securities exam in 1999 to assist in servicing the firm’s clients.   In addition, Mary has FINRA series 7 security registration.  She is registered through VSR Financial Services, Inc., member FINRA/SIPC.

Mary began her career in accounting 1988.  She joined Eisen, Fey & Associates in 1991, where she used her experience and contacts to assist in the growth of the practice that concentrates in servicing closely held corporations, highly personalized tax and financial consulting services.  Mary’s diverse background affords her the unique opportunity of utilizing the both tax and investment strategies when working with clients, as well as providing Quick Books assistance to small businesses.

The services Mary provides are:

- Income Tax Planning and Preparation – Business, Non-Profit, Pension, and Personal

- Business Formation Counseling

- Incorporation and Business Start-up Services

- Quick Books Installation, Training, Maintenance, and Support

- Financial Analysis and Budgeting

- Financial Statement Compilations and Reviews

- Personal Financial Statement Preparation

- Retirement Planning Services

- IRS Assistance with Examinations and Audits

- Employee Termination and Retirement Fund Rollovers

- Payroll and Payroll Tax Preparation and Consulting

Mary routinely attends financial seminars and workshops. In addition, she is a member of the American Institute of Certified Public Accountants and Illinois Certified Public Accountants Society. Mary is an active member in local chambers of commerce, business networking groups, and is active in the community.

You can reach Mary at mary@keandf.com.