Marco Montefiori, CPA, MSA

Marco is passionate about growing his network and building relationships that make working together more enjoyable for everyone. He is responsive, efficient and always makes himself available to clients.

Since beginning his career in 2018, Marco has focused on serving private equity owned companies, primarily in the manufacturing, distribution and professional services industries. His expertise includes ASC 740 Accounting for Income Taxes, research and development (R&D) credits, and tax considerations related to mergers and acquisitions. 

• Actively involved in training and staff development for the firm’s Tax Practice 
• Ohio Society of CPAs
• American Society of CPAs

Originally from Erie, Pennsylvania, Marco recently moved to Williamsville, New York. He enjoys spending time exploring the new city and looking for all the best restaurants.