Meet the O'Malleys

"An Accounting Oriented Family"

 

Mariette T. O'Malley: CPA, J.D., CFP, PFS, MBAMariette T. O'Malley

CPA,  J.D. (Tax), CFP®, PFS, MBA

Tax and Planning Partner

 

Mariette graduated from Cinnaminson High School, LaSalle University, Rutgers University Law School, Tax honors program, and is a member of the AICPA, NJ State CPA Society, and the American Association Attorney CPA's. Mariette represents the third generation of O'Malley's to practice public accounting. Mariette has lectured and consulted on family business problems, mergers and acquisitions, real estate swaps, retirement and estate planning, divorce strategy and other areas that commingle taxation and law. In addition to representing clients on tax audit and appeal issues, she also assists delinquent taxpayers get current.

 

In the midst of her career, Mariette returned "to the books" challenging and achieving her CFP®, and an MBA in Entrepreneurial Studies from William Howard Taft University. Mariette teaches the CFP® exam and review courses, on location and on the internet, as an adjunct professor at many top universities and is a frequent speaker on taxation, financial planning and related topics.

 

When she is not at work, you can usually find Mariette with her dogs. An avid Irish Setter fancier, she has campaigned eleven dogs to their championship and beyond!

 

Her volunteer activities include being a member of the Cinnaminson Township Planning Board and various other dog-related activities, including cooking (one of her hobbies) for several Irish Setter dog club shows and field trial functions.

 

David J. O'MalleyDavid J. O'Malley

Certified Public Accountant

Partner – Business, Accounting & Tax

 

David graduated from Cinnaminson High School and continued his education at LaSalle University where he graduated with a dual major in Marketing and Accounting. David joined O'Malley & O'Malley, LLP after working in the building material sales industry for ten years. His background in contract sales and the construction industry has been invaluable to our clients. David works extensively with setting up accounting systems for business clients, including training and their ongoing accounting and tax needs. David is another third generation O'Malley CPA in public accounting and is a member of the AICPA and the NJ State CPA Society.

 

David and his wife, Ann, a BSN/RN and Director of Quality Assurance for Bayada Nurses, have two boys. Their oldest son, Ryan, graduated from Castleton State College in Vermont and is now completing his master's in accounting. Eric is attending Rowan at Burlington County.

 

David and his family are avid hockey fans and Disney Vacation Club members. They look forward to visiting their Disney home each year.

Kathryn A. O'MalleyKathryn A. O'Malley

New Jersey Licensed Public Accountant

Accounting, Tax and Office Manager

 

Kathy graduated from Gweynedd Mercy, is an alumnus of the University of Pennsylvania, Wharton School, and is a member of the National Society of Public Accountants. Kathy is a New Jersey Licensed Public Accountant and has manufacturing industry experience. She is the daughter of D.J. Alexander, an upstate New York farmer, University of Pennsylvania, Wharton School graduate, inventor, entrepreneur and manufacturer of stainless steel washroom equipment. In addition to maintaining the firm's records, Kathy provides accounting, payroll and tax services for business and individual clients.

 

Kathy is a retired member of the Sacred Heart Church, Riverton, NJ Finance Committee and the retired Treasurer of the Boy Scouts of America, Troop 70.

 

Kathy enjoys boating, traveling, swimming, and all of her grandchildren (both two and four-legged), and building models for the "Migit Valley Railroad".

 

Kathy and Chuck have six adult children (all college grads) and ten grandchildren.

 

In Loving Memory: Chuck O'Malley

 

We are deeply saddened to share the news that Chuck O'Malley has passed away. Please read a statement from our family and the obituary about the life of a devoted and loving husband, father, grandfather and friend.

 

"Message from the O'Malley Family"

"Chuck O'Malley Obituary"

Our Professional Staff

Ann Marie Masucci

Ann Marie Masucci

Accounting/Paraprofessional

 

Ann graduated from Holy Cross High School and is an alumnus of Burlington County College. Ann has a diversified background in accounting and administration with a fuel oil dealer, in the HVAC trades, the construction industry and most recently with the Florence Housing Authority. She is experienced in QuickBooks, Peachtree, Excel and many other office technologies, Ann is also a Notary Public.

 

In her spare time, Ann is a volunteer member of the Riverfront Domestic Violence Response Team, a challenging but rewarding assignment.

Our Irish Setter and Golden Retriever Mascots

Gypsy

Charles

Koral

Since Chuck was thirteen, there has always been an AKC registered Irish Setter in the O'Malley family, but it was Mariette's involvement as an owner and subsequently as a breeder that finally produced an O'Malley family owned Champion, eleven of them to date plus others with points. Mariette's American and Canadian Champion Ramblin' Red Fortune Teller, BISS, BIS, "Gypsy" to all who knew and loved her, was nationally ranked and is now a legend in the Irish Setter world. A two time Irish Setter National Specialty winner, she was focused, embodied attitude, determination and drove herself to excellence.

 

"Gypsy" won seven Best in Shows, seventeen Irish Setter Specialties, ninety Sporting Group placements and over one hundred and fifty Best of Breeds, including a 1999 breed win at the Westminster Kennel Club Show in New York City. In 1998, she was the number one Irish Setter and number four Sporting Dog in America. She was the Firms mascot until her death in 2007 at the age of thirteen. A breeding partnership with the Kubacz and Schwartz families has provided succession planning. Both of "Gypsy's" children and several of her grandchildren and great-grandchildren have acquired their championships and some have made it to the Sporting Group and Best in Show rings. We are now planning for the fifth "Gypsy" generation.

 

Champion Ramblin' Red Chernobog "Charles" (Gypsy's only son) and Champion Ramblin' Red Tax & Spend "Spencer" (Gypsy's grandson) both Sporting Group winners, shared the four-legged office greeter duties through 2013. "Gypsy", "Charles" and "Spencer" had been our mascots because they exemplify what three generations of O'Malley Family accountants, advisors, consultants and tax planners have been doing since 1945. Like "Gypsy', "Charles" and "Spencer', we are driven, focused and determined, and yes, we have attitude and it all goes to work for our clients.

 

 

During the 2014 tax season, David introduced a Golden Retriever puppy to the office named Goldstar Sweet-Moon Dakota Bear "Kota".  With his cute looks and charming personality, he quickly took over the four-legged office greeter duties, occasionally sharing them with one of Mariette's Irish Setters, Ali or Koral. Sadly, we lost "Kota" in 2018 at 5 years of age. This is just further proof that succession planning doesn't always follow the plan, emphasizing that succession plans need to be flexible, reviewed, revised and modified to allow for unforeseen changes.

 

 

Kota

Spencer

Ali

Licensed in New Jersey & Pennsylvania

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American Association of Attorney Certified Public Accountants National Association of Tax Preparers Certified Financial Planner Preparer Tax Identification Number American Institute of CPAs Personal Finance Specialist
New Jersey Society of Certified Public Accountants Pennsylvania Institute of Certified Public Accountants National Society of Accountants Burlington County Regional Chamber of Commerce
Moorestown Business Association
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