Martha is a Senior Tax Manager & Office Manager at the Haddonfield field office, joining the Stephano Slack team through the Caglioti merger.

Martha's journey in tax began during her third tour in the US Navy, where her involvement in Volunteer Income Tax Assistance (VITA) sparked a passion for tax work. Her professional journey encompasses diverse roles in firms of varying sizes, starting at a Big 6 (back when there were 6 firms) right after grad school, followed by a few other firms until she found her home at The Caglioti Group, before becoming an integral part of the Stephano Slack team. Over her 30-year career, Martha has honed her expertise in individual tax compliance, focusing on intricate cases involving multi-state scenarios and high net worth individuals. Her skill set extends to managing trusts, handling gift tax returns, and overseeing the preparation of private foundations' 990-PFs. Martha also possesses specialized knowledge in Expat tax returns and associated Equalizations.

Martha attended University of Illinois for BS in Architectural Studies and Temple University for MBA in Accounting.

What sets Martha apart is her genuine care for the individuals and the 1040 work she undertakes. Her clients appreciate the dedication, resulting in many enduring relationships. A testament to her expertise is the time she saved a new client approximately $250K by identifying and correcting errors in their prior year's 990-PF return.

Beyond her professional endeavors, Martha finds joy in travel, sharing captivating stories, but her true passion lies in quilting. There are always several projects underway, reflecting her creativity and commitment to her craft.