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Luciana Masserini

Luciana Masserini's primary function is as the firm's Tax Compliance Manager. From the gathering of client information to the return of important documents, Lucy is there every step of the way. She facilitates client filing dates, aids in the preparation of tax returns, and oversees the assembly and mailing of extensions, tax returns, and financial statements. Her ability to focus ideas into today's e-business world using the latest hardware and software has been an asset to many of our clients.

As Tax Compliance Manager, Lucy has many dealings with the Internal Revenue Service and State taxing authorities. As notices from taxing authorities have become a frequent occurrence in our industry, Lucy's ability to analyze, respond to, and rectify notices creates a much needed service for our clients.

Lucy's passion for organization and efficiency is best shown in the form of Quickbooks. From creating custom templates to organizing a Chart of Accounts, Lucy works through all forms of daily transactions. Whether your needs encompass setting up your own office system, consultations for problem solving, enhancing your system or having your books and records done in our offices, Lucy, along with our staff members, are there to help.

She resides in Upper Freehold Township with her husband, John, and her two sons, John and Cristopher.



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