Assistant Vice President & Director of Taxation
Thérèse (“Teri”) has been part of the taxation team at First Long Island Investors since 2012. She is primarily responsible for income tax planning and compliance for our clients and partnerships. She coordinates all tax reporting and financial statement preparation for our partnerships in conjunction with our auditors and fund administrators. She works with clients and their outside accountants, providing guidance on their individual tax situations. Teri is the point person for asset valuation reporting as it relates to insurance, estate tax returns, estate planning, etc. She is part of the cross-functional efforts to prepare quarterly reporting for all clients as well as net worth schedules for family office clients. Teri worked in public accounting for more than seven years prior to joining FLI and was involved with tax and accounting matters for individuals and businesses in various industries, including hospitality, manufacturing and retail sales. She earned her Bachelor’s and Master’s Degrees in Accounting from Queens College and is a Certified Public Accountant. She is also a member of the American Woman’s Society of Certified Public Accountants and the New York State Society of Certified Public Accountants. Teri grew up in Dyker Heights, raised her son in the Rockaways and now resides in Jericho.
To contact Teri, please email her at firstname.lastname@example.org.