Mary Catherine Disney CPA, CGMA

Welcome to our firm, where your financial journey meets personalized expertise. I am dedicated to providing comprehensive and reliable accounting, tax, and advisory services to individuals, small businesses, and various organizations. Driven by a strong commitment to professionalism, responsiveness, and quality, I strive to empower my clients with the financial knowledge and support they need to achieve their goals.

Our Values

My values are the cornerstone of my practice, guiding every interaction and decision I make.

• Professionalism: I operate with the highest ethical standards and maintain confidentiality. I am dedicated to continuous learning and staying abreast of the ever-evolving financial landscape.

• Responsiveness: I understand that time is valuable. Therefore, I prioritize timely communication and strive to provide prompt and efficient service. No matter the size of your need, you can expect a dedicated response and clear, concise explanations.
• Quality: My commitment to excellence is reflected in the accuracy and thoroughness of my work. I meticulously analyze your financial situation to develop tailored solutions that meet your unique needs and goals.

Services Offered

My firm offers a wide range of services designed to simplify your financial life and optimize your financial well-being.

• Business Services: Whether you are starting a new venture or seeking to grow your existing business, I provide comprehensive support. My services include small business accounting, payroll tax services, tax preparation, and tax planning. I also offer valuable guidance on navigating complex tax issues, representing clients before the IRS, and resolving tax problems efficiently.

• QuickBooks Services:

I can help you leverage the power of QuickBooks to manage your finances effectively.

• Purchase and Save: I offer discounted rates on QuickBooks software to help you invest in a robust accounting system.
• Setup and Support:

Let me help you set up your QuickBooks system correctly and ensure it meets your specific business needs. I provide ongoing support and guidance to keep your books in order.

• QuickTune-up Services:

Need a refresh of your QuickBooks data? My QuickTune-up services can help optimize your system for efficiency and accuracy.

Beyond Accounting and Tax

I understand that financial decisions are often intertwined with life events, business strategies, and investment goals. That's why I offer additional resources and guidance to help you navigate these complex areas:

• Life Events: From buying a home to starting a family, major life events can have significant financial implications. I can provide personalized advice to help you plan and manage your finances during these transitions.
• Business Strategies: I help businesses develop sound financial strategies for growth, profitability, and long-term success.
• Investment Strategies: I offer guidance on investment planning and help clients make informed decisions to achieve their financial objectives.
• Tax Strategies: I provide tax-efficient strategies tailored to the unique needs of individuals and businesses, maximizing savings and minimizing tax liabilities.

My firm is committed to being your trusted financial advisor. I partner with clients to provide personalized solutions, clear communication, and unwavering support every step of the way.