Marcum LLP was acquired by CBIZ in November 2024

Specialization with research and development tax credits, capitalization and depreciation, accounting methods, and tax return compliance.

• Advised corporate companies and partnerships regarding the tax implications on a wide range of federal income tax matters.• Specialized in research credit, capitalization and depreciation, inventory and federal and state partnership and corporation tax returns for clients in the retail, heavy and light manufacturing, utilities, information technology, and health care industries.• Managed and trained staff and seniors in the various areas of specialization.• Performed research activities to meet client needs throughout the course of engagements.• Enhanced efficiency and profitability through oversight of engagements and adhering to budgets pertaining to the time spent on engagements.• Prepared correspondence to federal and state governments on behalf of clients regarding tax matters.