Janet is a Manager in DKB’s Tax Practice.  She delivers personal tax consulting and compliance services, and trust and estate consulting services to her individual clients.

Janet’s background as a paralegal, before moving into the accounting industry, provides her with a unique skill set to advise on estate planning, trust and estate administration and fiduciary tax return planning and compliance.  She stays up to date with legislation surrounding the federal estate tax and other filing requirements.  Taking a long term look at her client’s situations, Janet advises on planning opportunities that may save their estate significant tax dollars.  This helps to ease the tax burden on an individual’s family members down the road.

The administration of trusts and estates is complicated.  Janet understands all the rules that go into the preparation of estate and trust income tax returns.  This allows for trustees to have peace of mind that they are handling their responsibilities with expert oversight.

With years of experience in the industry, Janet has relationships with many key advisors and collaborates with them to provide her client’s with a well-rounded experience.


Education and Certifications

  • Bachelor of Science, Accounting SUNY Brockport
  • Certified Public Accountant – State of New York

Professional Affiliations

American Institute of Certified Public Accountants

Community Involvement

  • Member, Estate Planning Council of Rochester

Beyond DKB

In her free time Janet enjoys bicycling, quilting, listening to live music or reading.

Services

Industries