Delivering high-quality service means collaborating with my clients to achieve their goals and being responsive to their needs.

Marlene J. Giacobbi is a Manager in DKB’s Financial Assurance Services practice. She assists clients in meeting their financial reporting requirements, and works most closely with real estate and construction clients.

As manager, she coordinates and prepares her team to execute complex assignments including audits, reviews, and compilations of financial statements. Marlene also provides consulting services. She emphasizes cultivating quality relationships with both team members and clients.

Before joining DKB in 2016, Marlene worked in the audit departments for regional accounting firms and as manager of financial reporting for a publicly traded real estate company.

She lives outside Boston, MA, with her husband, Matthew, and their two children. In her leisure time, she enjoys spending time with family and friends, and reading.

Education and Certifications

  • Bachelor of Science, Accounting, Nazareth College
  • Certified Public Accountant – State of New York

Professional Affiliations

  • American Institute of Certified Public Accountants

Industries

To provide exceptional client service by going above and beyond what is expected on a daily basis. My goals are to save my clients as much money as possible by using valuable tax planning strategies and being a trusted advisor to my clients when they are in need.

A manager with DeJoy, Knauf & Blood, LLP, Sam utilizes his industry expertise to identify tax-saving strategies. This starts with developing strong relationships with his clients and getting to know and understand their financial situation.

Sam delivers tax and advisory services to small to medium-sized businesses and individuals in the real estate and construction industries. Although Sam primarily serves the real estate and construction industries, he also serves the manufacturing and medical industries. In addition, he has technical expertise in the following areas: partnership income allocations, researching and summarizing complex tax laws, and multi-state income taxation.

In his experience, one of the most critical aspects of his position is understanding complicated tax concepts and explaining them in everyday language to his clients. In addition, Sam thrives at identifying potential tax planning opportunities that can lessen his clients’ tax liabilities. Sam takes pride in himself for staying up-to-date on developing tax-related topics and finding how they might apply to his clients.

Education and Certifications

  • Bachelor of Science, Accounting University at Buffalo
  • Certified Public Accountant – State of New York

Professional Affiliations

  • American Institute of Certified Public Accountants

Community Involvement

  • Active member of the Italian American Sports Club

Beyond DKB

Sam lives in Irondequoit with his family. Outside of DKB, Sam enjoys playing soccer, running and spending time with family.

Services

Industries

I best serve clients when I have the opportunity to get to know them, and understand what motivates them or drives their decision-making process. This provides the ability to collaboratively develop a plan, through which knowledgeable decisions can be made.

Kiani is a Supervisor in DKB’s Financial Assurance Practice. Her primary focus is on providing audit compliance and consultation services, to small to mid-sized business clients. She also supervises the firm’s employee benefit plan practice. Kiani brings a level of organization and consistency to each engagement, which provides for a seamless client experience.
Kiani mainly services the automotive industry. She prides herself on being transparent with her clients, and outlining expectations from the start. She takes the time to get to know each of her clients, to truly understand what motivates them, and what drives their decision making process. In turn, she is able to work collaboratively, and ask thoughtful questions, allowing her clients to make well-informed decisions.

Education and Certifications

  • MBA, Accounting St. John Fisher College
  • Bachelor of Science, Accounting St. John Fisher College
  • Certified Public Accountant – State of New York

Professional Affiliations

  • American Institute of Certified Public Accountants
  • Rochester Automotive Dealers Association

Beyond DKB

Kiani currently resides in Webster with her husband Kevin, and their two dogs. In her free time, she enjoys horseback riding and competing, traveling, and hiking.

Services

Industries

Helping clients to be successful in meeting their goals, involves going above and beyond what is expected.

Dan is a Manager in DKB’s Financial Assurance Practice. He assists clients in meeting their financial reporting requirements, and prides himself on his ability to provide an independent perspective, on the application of accounting standards. He provides clients, in both the not-for-profit and for-profit industries, with assurance services including audits, reviews, and compilations of financial statements, as well as consulting services. In addition, he assists in managing services provided under the firm’s employee benefit plan audit practice.

Dan works hard to get to know his clients, and understand their objectives outside of the financial reporting requirements. It is his understanding of his clients and their goals, which makes him a great business advisor.

Education and Certifications

  • Bachelor of Science, Accounting Le Moyne College
  • Certified Public Accountant – State of New York

Professional Affiliations

  • New York State Society of CPAs
  • American Institute of Certified Public Accountants

Community Involvement

  • Financial Council Member & Trustee, Sacred Heart Cathedral

Services

Industries

I believe that accounting is a collaboration. I want to get to know my clients and their business so I can proactively provide them with the necessary information to make knowledgeable decisions.

Vikki is a manager in DKB’s Not-for-Profit practice. Her collaborative approach to working with her clients allows for real-time communication, and an increased awareness to her client’s unique motivations. By looking at her client’s specific business needs, and understanding their industry in its entirety, she can fully identify risks and opportunities.

With over ten years of experience in audit and accounting, Vikki works with some of our largest not-for-profit clients. She specializes in the audits of not-for-profit organizations which include social service organizations, health and welfare agencies, churches, foundations, educational and cultural institutions, and country clubs. These not-for-profit organizations receive funding from a variety of sources including private contributions, government and private grants and member fees. Her specific expertise lies in the technical areas of tax exempt organization return preparation, unrelated business income, Consolidated Fiscal Reports, and audits under Government Accounting Standards.

Prior to joining DKB, Vikki worked for the audit division for an international public accounting firm and as an assistant controller in the private sector for a publicly traded company.

Education and Certifications

  • Bachelor of Science, Emphasis Accounting San Diego State University
  • Certified Public Accountant – State of New York

Professional Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • New York State Society of CPAs (NYSSCPA)

Community Involvement

  • Audit Chair, Treasurer & Board Member, YWCA of Rochester & Monroe County

Beyond DKB

During her free time, Vikki’s activities include spending time with her family and friends, relaxing with a good book, attending plays at the RBTL Auditorium, and enjoying other local activities in the Rochester community.

Services

Industries