About Us

Our Why: Small businesses are the foundation of our economy. They deserve solid business advice, delivered promptly so they can thrive!

With experience of over 25 years, Courtney CPA, P.C. provides quality, personalized guidance to businesses. Let us help you understand your business's numbers and partner with you to grow a healthy, tax efficient business.

We answer questions you didn't even know to ask. 

• By 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.
• We build relationships. Our Superpower is we call our clients back. We only ask the same of them so that we can work together to achieve their goals. 

Who are our clients?

• From start-ups with only a few employees to mature business with 25 employees, each has unique issues and needs
• Industries such as medical, physical therapy, technology, and other service businesses. Our clients have Big Goals!
• We help with strategic decisions: LLC vs. Corporation, Buy vs. Lease decisions, Employee vs. Independent Contractor, Doing business in other states and creating nexus (income tax filing requirements), Your team is an expert in your field but you don't know what you don't know and that's where our collaboration comes in.
• We are a champion of Women-owned businesses, We believe that if someone believes in you, you will go further, faster.

Our Team

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

Tanya Conway is our Administrative Assistant. She is a graduate of Seton Hill University, Greensburg, PA. In May, 2020, Tanya received her Certificate in Deaf Studies. She is a leader in the community, including 13 years as a Girl Scout Leader 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.

Joining the team is James Zacharakis. James is a graduate of the University of Massachusetts, Lowell with a B.S.B.A. degree in Management Information Systems. He is currenlty studying for the National Enrolled Agent Exam. He comes to us with 19 years of experience in the telecommunication industry in Atlanta, GA at VOIP and National Voice NOC, formerly Level 3 Communications in Woburn, MA. He was also a volunteer at Hands On Atlanta.

We are adding to our team! We are looking for two part-time accounting professionals with excellent skills that love to help clients. We are proud users of Thomson Reuters UltraTax software.

Professional/Civic Organizations:

• American Institute of Certified Public Accountants (AICPA)
• AICPA Tax Section and Personal Financial Planning Section
• AICPA Private Company Practice Section and Women's Small Firm Group
• MA Society of CPAs
• Project Green Schools, (a 501(c)(3) organization)
• Tri-Town Chamber of Commerce, executive committee 
• Girl Scouts of America

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.