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About Us

About Our Firm

With experience of over 25 years, Courtney CPA, P.C. provides quality, personalized tax guidance to businesses and individuals. Our expertise ranges from current tax management and accounting services to more in-depth services such as long-term tax planning and cash flow analysis.

By combining expertise, experience, and listening to the needs of each client, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards and work ethic is the reason our client base returns year after year.

The firm is lead by Marietta Courtney. Marietta is a MA licensed CPA with her Masters Degree in Taxation (MST). Her experience includes Tax Manager at the international public accounting firm Arthur Andersen as well as at smaller well respected CPA firms. Her big and small firm experience allows her to understand the needs of the small business and start-up entrepreneur and look ahead to the future needs of the growing business.  This ensures that you will never outgrow her services.

“From start-up to mature businesses, my experience is in various industries such as real estate, high tech, and services. I also specialize in individuals with stock transactions, real estate property and sophisticated investments. I stay current on tax law changes to help clients keep more of their hard-earned money.” “I especially enjoy advising women-owned businesses and helping clients understand their accounting and taxes. I strive to be a trusted advisor and a business partner to help clients achieve their financial goals.”

Joining our team is Tanya Conway, as Administrative Assistant. Tanya is currently pursuing her degree in Deaf Studies. She is a leader in the community and she brings over ten years of direct experience in office support. We are thrilled to have her part of the team and supporting our clients.

Professional/Civic Organizations:

  • American Institute of Certified Public Accountants (AICPA)
  • AICPA Tax Section and Personal Finanncial Planning Section
  • AICPA Private Company Practice Section and Women's Small Firm Group
  • Project Green Schools, (a not for profit organization)
  • Tri-Town Chamber of Commerce
  • Girl Scouts of America

 

Our Mission

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. We are dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the area's business community for years, and pride ourselves on the level of esteem we have earned.

Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that those who choose Courtney CPA, P.C. receive competent and timely advice.