Cherry Hill, NJ
Rutgers University BS, Accounting
Washington School of Law MS, Taxation
Certified Senior Advisor
IRS Enrolled Agent
Thomas Edison State College BA, History & Social Sciences
University of Phoenix MA, Education
Former H&R Block Advisor and Instructor
St. Joseph’s University BS, Accounting
St. Joseph’s University MS, Finance
Current Director, and Former President and CEO of Millington Bank
Fairleigh Dickinson University
EXPERIENCE AT A GLANCE :
Arlene started the firm in 1991 after 14 years in the Corporate arena and 5 years in public accounting.
With a background in the Insurance Industry and education, Wally began working for H&R Block where he gained tax-specific knowledge and became an Instructor and Enrolled Agent.
Kathleen has been with the firm since 2015, handling recurrent clients’ needs such as payroll, general ledger work, and specific requests.
*Staff Curriculum Vitae available upon request.