Megan E. Walters, CPA
Areas of Expertise
- Closely Held Businesses
- Manufacturing, Distribution and Retail
- Not-for-Profit Organizations
Megan provides income tax planning, compliance and advisory services to proprietorships, partnerships and corporations, and the owners and executives associated with such entities. She focuses on commercial clients utilizing pass-through entities, such as partnerships and s-corporations. She provides tax compliance and planning services to the Firm’s financial institution clients, and is also involved in the delivery of tax services to the Firm’s not-for-profit organizations.
Megan is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA). She is also a member of The Central New York Chapter of The Accounting and Financial Women’s Alliance (AFWA).
Megan is a graduate of SUNY Oswego and resides in Clay.