Licensed in New Jersey & Pennsylvania

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 more recently completing 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 ten dogs to their championship and beyond!

 

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

 

Charles K. O'Malley: CPA, CFP, PFSCharles K. O'Malley

CPA, CFP®, PFS Managing Partner

Consulting, Business, Taxes and Planning

 

Chuck graduated from St. Joseph's Prep and LaSalle University  and is a member of the AICPA, plus the NJ and PA State CPA Societies. He is the son of William J. O'Malley Jr., PA, EA, an alumnus of St. Joseph's Prep and University, who created a Public Accounting Firm in 1945. We are still serving successors of his original clients. Chuck has seven years of private industry, manufacturing company experience including controllerships. He has performed accounting and tax assignments for Fortune 500 companies and their board members, plus many small and medium-sized, closely-held and family-owned businesses.

 

In October 2005, Chuck and Gypsy (the firm's highly successful Champion Irish Setter) were on the cover of CPA Wealth Provider for his featured article on family business succession planning. He has frequently been a speaker on taxation and retirement planning and is the editor of O'Malley News & Views, the firm's tax newsletter and "Washington Watch" the firm's Blog.

 

His volunteer activities have included being a member of the Cinnaminson Township Zoning Board where he served as both Chairman and Vice-Chairman for 24 years (retiring at the end of 2013) plus he was an advisor to the Audit Committee for Holy Cross High School, Delran, NJ (retired in 2014), but he is still advising the Finance Committee for Sacred Hearth Church, Riverton, NJ.

 

His hobbies include boating on the Chesapeake Bay, traveling in the family's motor home. Irish Setters, golf, swimming and creating 'Migit Valley' his own model railroad empire.

 

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 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.

 

David J. O'MalleyDavid J. O'Malley

Certified Public Accountant

Director of Business Accounting and Taxes

 

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 Clinical Support Specialist for Bayada Nurses, have two boys. Their oldest son, Ryan, is attending Castleton State College in Vermont where he is majoring in Accounting and playing for the Spartan's NCAA Division III ice hockey team.  Eric is attending Lenape High School and participates in javelin as a member of Lenape Indians track team.

 

David and his family are avid hockey fans and amateur participants. They enjoy spending summer weekends at the family pool with their Golden Retriever, "Kota" who loves the water and planning their next Disney vacation together.

 

Our Professional Staff

Jay R. ConwayJay R. Conway

New Jersey Licensed Public Accountant

Accounting and Tax Services; Director of New Business

 

Jay is a graduate of Moorestown High School and Wake Forest University.  He is a New Jersey Licensed Public Accountant, and a member of the National Society of Accountants and the New Jersey Association of Public Accountants.  He is the son of  Harry Conway who served a career in finance and banking, and Rebecca Conway who was a Moorestown school teacher.

 

While attending Wake Forest University, Jay was enrolled in their R.O.T.C. program. After college, Jay served in the United States Army attaining the rank of Captain, and continued to serve in the Army Reserve.  His accounting career began in Philadelphia, Pa. with the “Big 8 Accounting Firm” of Lybrand, Ross Brothers & Montgomery, now known as PricewaterHouseCoopers, advancing to Senior Auditor.  After leaving PwC, Jay served as Treasurer for their client, Philadelphia based Cameo Parkway Records of Chubby Checker and “The Twist” fame.  Jay left Cameo Parkway Records to start his own accounting and tax firm in Cherry Hill and moved his firm to Cinnaminson in 1986.

 

Jay’s volunteer activities include assisting, along with his wife, Donna, in various  functions on behalf of The First Presbyterian Church of Moorestown, assisting with local Veterans Affairs activities, and serving on the Cinnaminson Township Zoning Board.

 

Jay is an avid golfer and has been playing golf since he was a teenager.  Other hobbies include building model planes and ships, traveling in the family motor home, and showing the family’s Irish Setters and English Springer Spaniels to compete for their AKC Championships.

 

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.

Karen L. Schwartz

Karen L. Schwartz

Tax Return Staff

 

Karen is our long-term tax season specialist in “assembling” tax returns – transforming piles of paper into nice, neat government filing copies, client copies and file copies. A graduate of Wall High School, Karen earned her LPN at Overbrook Hospital and previously worked as a nurse.

 

Karen and Mariette became friends through their mutual love of Irish Setters. Together they have bred several Championship winning litters and are frequent travel companions to dog shows throughout the US.

 

When not working, Karen spends as much time as possible playing with her grandchildren, taking care of Ayla & Rosie, her champion Irish Setters, and enjoying her new home.

 

 

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, ten 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. "Kota" is 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

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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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