Team Bios

 

Terrence R. Mooney, CPA – Owner

Certified Public Accountant

Terrence R. Mooney is a Certified Public Accountant and member of both the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants. Mr. Mooney opened this firm in 1983 in the City of Atlantic City then moved to our current location in Absecon, NJ in August of 2000. Mr. Mooney specializes in the area of tax law with a significant concentration in Union Labor specialties. He has copyrighted software related to union labor and union contractor payroll audits. He produces union seminars featuring topics of fiduciary liability, conducting audits in local unions, QuickBooks training for local unions and supervision techniques for Business Managers and EST’s.

Ann M. Davis, CPA

Certified Public Accountant

Ann has been practicing as an accounting and tax professional in public accounting for over 25 years. She primarily handles small business clients including corporations, partnerships, LLCs and sole proprietors and their related individual tax returns. She assists clients in tax planning, tax projections, business valuations, income divisions, buy/sell issues, QuickBooks training and assistance, and represents clients before federal and state taxing authorities. She also has significant experience in accounting and reporting for labor unions, state political action committees, and other non-profit organizations.

Ann earned her Bachelor’s Degree in Accounting from Grove City College in Pennsylvania and was first certified as a public accountant in PA. She subsequently relocated to New Jersey where she currently holds her CPA license. She is also a member of the American Institute of Certified Public Accountants.

Susan Burke, CPA, MST, MBA

Certified Public Accountant

Sue brings over 25 years in public accounting experience, primarily providing exceptional service and technical expertise to small and medium sized businesses. With over 35 years in accounting, she provides a diversified background in business and financial management areas to assist our clients in the management of their businesses and preparation of financial statements and tax returns. In addition, she specializes in the estate and trust taxation areas.

Sue earned her Bachelor of Science in Accounting from Richard Stockton College in New Jersey and Master in Taxation and Master in Business Administration from Drexel University in Philadelphia. She is a licensed NJ Certified Public Accountant. In addition, she is a member of the American Institute of Certified Public Accountants and New Jersey Society of Certified Public Accountants where she served as a Trustee. She served on the board of the Atlantic/Cape May Chapter of the NJSCPA, where she held various positions including President.

 

 

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