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Family Office

Marta Olszak, CPA

Director

TAG Associates responsibilities:

  • Advisor in Family Office Group
  • Tax advisory and compliance for high-net-worth individuals, family investment partnerships, trusts and other related entities

Experience:

  • Joined TAG in 2023
  • CBIZ Marks Paneth LLC, Senior Tax Manager in Private Client Services Group

Education and Professional Designations:

  • Queens College, BA in Accounting and Information Systems
  • Queens College, MS in Accounting
  • Certified Public Accountant (CPA)
  • New York State Society of Certified Public Accountants, Member