Carol Ann Wasko
Carol Ann Wasko
Integrated Wealth Advisor
Professional Beach Bum
Carol's career began in 1996, where she spent 6 years working for KPMG (formerly Arthur Andersen) in Philadelphia, focusing on large corporate clients providing tax and financial reporting services. She was also part of a select group chosen to prepare the individual tax returns for partners of the firm from around the country. Carol then spent 3 years at a regional accounting firm, taking her expertise and applying it to smaller business owners, where she also became focused on real estate and construction and issued related to non-US residents.
Prior to building her own practice, Carol served as the Tax Director for a large publicly traded financial institution, handling complex financial reporting strategies and tax compliance for the entire affiliated group of companies. She chose to work with local small business owners and individuals in order to provide personal, comprehensive service, and make tax compliance easy and painless for her clients. Carol brings strong analytical and organizations skills to Integrated Wealth Management, along with a dedication to client service with a smile.
A life long Pennsylvania resident, Carol is a member of the Pennsylvania Institute for Certified Public Accountants. She graduated cum laude from the University of Delaware with a Bachelor of Science in Accounting and a minor in Economics. Carol was also recognized by the Pennsylvania State Board of Accountancy for her CPA exam test scores, which placed her in the top ten scores in the state. She is a Certified Public Accountant, licensed in both Delaware and Pennsylvania. She also has completed a 7 course Financial Planning program through Boston University.