Business Taxation |
The concepts of tax reform and "tax simplification" are often debated, but have yet to be achieved. If anything, taxes are getting more complicated. Tax laws, and the courts' interpretation of those laws, change almost daily. That's why at Dermody, Burke & Brown (DB&B), we take a decidedly proactive approach to our tax practice. Our dedicated team of tax experts are constantly researching federal and state laws, and how they apply to each of our client's unique situations. Ultimately, our goal is not just to ensure full compliance, but also to help our clients take advantage of any changes that will minimize their tax liabilities.
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We realize that even for the most sophisticated businessperson, the "jargon" of tax law and finance can be confusing. To ensure that our clients thoroughly comprehend their choices, we take the time to explain everything in simple, plain language. In order to give our clients the continuity they deserve, we assign a dedicated team to work with them, year after year. Our clients benefit from a DB&B team that truly knows their people, operations and business strategies. This in-depth knowledge allows us to be a resource for our clients throughout the year, not just at tax time. We have developed specialized expertise in a number of areas including family business, government, medical consulting and not-for-profits. |
DB&B assists our clients throughout the entire business life cycle - from formation and choice of an appropriate entity, expansions and acquisitions, to succession planning and planning for transitions and sales. Should an unusual issue arise, DB&B's affiliation with Allinial Global allows our team to tap into the wealth of experience of other top tax practices throughout the world.
David Corey, Jr., CPA
David has been in public accounting for over twenty years, all at Dermody, Burke & Brown. He leads the tax department at the firm across four offices. David developed and leads the Firm’s Agribusiness niche and also works with family owned, closely-held businesses in a wide variety of industries including the Manufacturing and Construction industries. With his advanced expertise, David advises clients on tax compliance and planning, business succession/estate planning and business operations.
More About Dave
David holds a Bachelor’s degree in Accounting from Bob Jones University. He is a member of the New York State Society of Certified Public Accountants (NYSSCPA) and the American Institute of Certified Public Accountants (AICPA). He serves as a board member and is a finance committee member for the United Way of Cayuga County and is a past Board Member of the Unity House of Cayuga County. David also is a board member of the Stanley W. Metcalf Foundation, Inc. and the D.E. French Foundation, Inc.
Michele Dickey, CPA
Michele has over thirty years of experience in tax accounting, consulting, financial statement preparation and compliance services. She works with closely held businesses within a wide range of industries. Michele has past experience as a Certified Valuation Analyst providing business valuations for companies involved in buy/sell agreements, charitable contributions, family limited partnerships and gifting programs.
Michele received a Bachelor of Science degree in Accounting from Le Moyne College. She is a member of the American Institute of Certified Public Accountants as well as the New York State Society of Certified Public Accountants. She serves on the Upstate Foundation’s Professional Advisory Council for Legacy Giving and also serves as treasurer for the Estate Planning Council of Central New York. Michele is a past board member and treasurer for the YWCA of Syracuse and Onondaga County, Inc., a past board member for the Children’s Consortium and Meals on Wheels of Syracuse, and a past member of the National Association of Certified Valuation Analysts.
Deborah Fitzgerald, CPA
Debby joined the firm as a Principal in November 2019 after Barone, Howard and Co., a full-service accounting, tax and consulting firm based in New Hartford and Rome, merged with Dermody, Burke & Brown. Debby has over thirty years of experience in public accounting. Her areas of practice include personal, fiduciary and business income tax planning and preparation, along with for profit review and compilation services for a variety of for profit industries.
Debby graduated from Utica College of Syracuse University with Bachelor’s Degree in Accounting. She is a member of the New York State Society of Certified Public Accountants (NYSSCPA) and the American Institute of Certified Public Accountants (AICPA). Debby served as Past President and board member of the Utica Chapter of NYSSCPA and a past treasurer of a local youth hockey association.
Joel Gallagher, CPA
Joel joined the firm as a Principal after Barone, Howard & Co., a full-service accounting, tax and consulting firm based in New Hartford and Rome, merged with Dermody, Burke & Brown. He brings over thirty years of experience in public accounting to the firm. Joel’s areas of practice include personal income tax planning and preparation, reviews, compilations and business tax services for a variety of for-profit industries
Joel received a Bachelor’s Degree in Accounting from SUNY Plattsburgh. He is a member of the New York State Society of Certified Public Accountants (NYSSCPA) and the American Institute of Certified Public Accountants (AICPA). Joel served as a board trustee for Teugega Country Club and is also a past treasurer. He also served as treasurer of Lake Delta Yacht Club.
Karen Hovey, CPA, CFE/CFF
Karen Hovey is a Principal in the Tax Department at Dermody, Burke & Brown CPAs, LLC. She has over 30 years of experience in audit, tax, and accounting services. She specializes in the preparation and review of complex individual and business returns, including multi-state returns.
She has over 20 years of experience as a Certified Fraud Examiner (CFE) and has worked on a variety of fraud cases and internal control reviews. Karen also has experience in financial statement preparation and review, including audits, reviews, and compilations for both business and tax-exempt organizations.
Education & Professional Certifications
Karen has a bachelor’s degree from Clarkson University and is member of the New York State Society of Certified Public Accountants (NYSSCPA), American Institute of Certified Public Accountants (AICPA), and the Association of Certified Fraud Examiners (ACFE). She is also a Certified in Financial Forensics (CFF) member of the AICPA. She currently serves as a board member and chair of the Audit Committee for AccessCNY and as a board member of AURORA of Central New York, Inc. She is a former treasurer for the Upstate Chapter of the ACFE.
Carolyn Lawless, CPA
Carolyn has over thirty-two years of public accounting experience. She specializes in tax advisory services including tax planning and preparation for various entities including corporations, partnerships, trusts, estates and individuals. Carolyn also performs reviews and compilations for small businesses in various industries.
Carolyn received a Bachelor of Business Administration degree in Accounting from Niagara University. She is a member of the American Institute of Certified Public Accountants as well as the New York State Society of Certified Public Accountants. Carolyn served as treasurer of the Historic Oakwood Cemetery Preservation Association and was an advisory board member of Francis Corp. She was also past President and a current member of the Estate Planning Council of Central New York. She was past President and is a current board member of the Central New York Chapter of the Society of Financial Service Professionals, is a member of the Financial Planning Association of Central New York, and serves on the finance committee of Our Lady of Hope Church in Syracuse.
Karen Matticio, CPA, CVA, CFO
Karen is a Member with Dermody, Burke & Brown and serves as the Firm’s Chief Financial Officer. She leads the Firm’s Physician and Dental Practice groups and the Business Valuation Practice group. Karen has been with the Firm since graduating from the University of Massachusetts at Amherst in 1990. As a Tax Member, she oversees tax, financial statement and business consulting engagements. Karen has over thirty years of consulting, accounting, and tax experience and provides professional services to a variety of physician practices. She concentrates her practice in the areas of accounting, tax compliance, tax planning and consulting with physician and dental practices, closely-held businesses in construction and manufacturing, and individuals.
Karen is a member of the New York State Society of Certified Public Accountants (NYSSCPA), the American Institute of Certified Public Accountants (AICPA), and the National Association of Certified Valuators and Analysts (NACVA). She is a past member of the Leadership Council of the Women’s Fund of Central New York and is the past President of the Syracuse Chapter of the NYSSCPA. She is a sustaining member and past Treasurer of the Junior League of Syracuse.
Tammy Reyes, CPA/PFS, CGMA, MT
Tammy Reyes leads Dermody Burke & Brown, CPAs, LLC tax technical department. With over 26 years of experience in taxation, Tammy is a seasoned expert specializing in the taxation of trusts and estates, as well as high-net-worth individuals. She also provides comprehensive tax services to corporate and partnership clients.
Education & Professional Certifications
She is a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS) and a Chartered Global Management Accountant (CGMA). Her academic credentials include a bachelor’s degree from Binghamton University School of Management, a master’s degree in taxation from University of Denver, and a certificate in Financial Planning from Kaplan College. She is a member of the American Institute of Certified Public Accountants (AICPA), and the New York State Society of Certified Public Accountants (NYSSCPA). She holds designations as a Chartered Global Management Accountant (CGMA) and a Personal Financial Specialist (PFS) from the American Institute of Certified Public Accountants (AICPA). She is also a Registered Financial Consultant (RFC) from the International Association of Registered Financial Consultants (IARFC).
Tammy is a board member of the Estate Planning Council of Central New York and serves as the President (and former Treasurer) of the board for the Landmark Theatre. She is also a former board member and treasurer for Westar Federal Credit Union and Baltimore Woods Nature Center.