man from Batavia among Freed Maxick’s new directors | Top story

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BUFFALO – Chartered accountants firm Freed Maxick has promoted five employees to director positions, the company said this week.

JONATHAN TRETTER is a new director in the practice of the firm’s business advisory services at his Batavia office.

A graduate of Canisius College and a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants, he focuses on taxation and planning for C Corporations, S Corporations, Partnerships and LLCs. , and high net worth individuals. Tretter also has extensive knowledge of federal and state tax credits and incentives, accounting methods, estate planning and business succession, as well as tangible property and cost recovery, said the company. He was a leader in the company’s response to federal legislation surrounding the CARES Act, including the Paycheck Protection Program and Employee Retention Credit.

“I am delighted and honored to be named Director of Freed Maxick. I am also extremely honored to be part of a company that recognizes the hard work and dedication of its employees, and I hope this highlights the opportunity offered to each member of our Freed Maxick family ”, Tretter said.

He is very involved in his community. He is Treasurer of the Kiwanis Club of Batavia, Member of the Campaign Cabinet of United Memorial Medical Center, Member of the Business and Accounting Advisory Board of Genesee Community College, Alumnus of Leadership Genesee, and Board Member of the Batavia Development Corporation.

SHAUNA VANREMMEN is a new director of Freed Maxick’s tax office. She is a graduate of St. John Fisher College and is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.

She spends a lot of time in the business of flow-through tax services, helping businesses prepare their tax returns in accordance with their operating agreements, the company said. She has developed extensive experience in tax planning, advice and preparation of tax returns for S corporations and partnerships in the real estate, construction, manufacturing, healthcare and professional services sectors.

“I am both delighted and honored to continue my professional career at Freed Maxick as a director. After 12 years with the firm, I look forward to transferring my skills to this new role in order to better serve our clients and employees, ”she said.

VanRemmen, who was promoted to Freed Maxick’s Buffalo office, is a performance consultant and mentor to many of her colleagues, helping them pass the CPA exam, navigate demanding schedules, and promote independence and l ‘work-life balance.

JENNIFER BEAN is a new director in the firm’s business advisory services practice.

Bean is a graduate of the State University of New York at Oswego and is a member of the New York State of Certified Public Accountants and the American Institute of Certified Public Accountants.

His goal at Freed Maxick is to serve clients in the manufacturing, professional services, technology development and non-profit sectors. She has expertise in complex tax research and analysis and has helped clients claim valuable tax credits and reduce federal and state tax liabilities through strategic planning.

“I am grateful for the opportunity to serve as a manager at Freed Maxick, which I have been proud to call home for over 14 years. I know that I will continue to be supported and challenged in my role as Director and I am delighted to join the leadership of Freed in our bright future for many years to come, ”she said.

Freed Maxick said Bean is dedicated to training and mentoring new employees and actively participating in company initiatives focused on employee satisfaction and coordinating successful events.

CARA ROSSI is a new director in Freed Maxick’s tax practice. She is a graduate of Niagara University and has over 10 years of tax experience. Prior to joining Freed Maxick, she had a successful career in tax compliance at a large accounting firm and assisted several Top 100 Forbes companies with their tax technology groups and compliance.

At Freed Maxick, she specializes in tax advice and planning, as well as tax return preparation for clients in the manufacturing, regulated and general service industries. The company said it has extensive experience assisting clients with tax compliance, including preparing and reviewing federal, state, and international tax returns. As a leader within the ASC 740 Specialty Group, Cara is also the author of numerous thought leadership articles regarding issues affecting her clients.

“I am very happy to start the next chapter of my professional career at Freed Maxick as a manager. I’m so grateful to everyone who helped me get to where I am, as I couldn’t have done it without my family, friends, mentors and colleagues. I look forward to taking on this next challenge and continuing to evolve in my role within the firm, ”says Cara.

Freed Maxick said Rossi is also heavily involved in her Employee Advancement and Retention Network (EARN) program, through which she provides mentoring and development opportunities to employees both personally and professionally. Rossi and Bean were promoted to the firm’s Rochester office.

ADAM POOLE is a new director in the firm’s business advisory services practice. He graduated from the State University of New York at Buffalo and is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.

At Freed Maxick, Poole provides in-depth reviews, advice, outsourced accounting and detailed recommendations for improving internal controls for a diverse client base. It also provides CFO level services to several clients and manages back office accounting functions. He specializes in small and medium enterprises as well as family businesses in several sectors.

“I am extremely proud to have been appointed director at Freed Maxick. I look forward to the opportunity this role will offer the firm and most importantly, it will allow me to better serve our clients and continue to support our talented employees, ”he said.

Freed Maxick said Poole, promoted to the Buffalo office, is very active in his community, serving on the board of directors of two local nonprofits, and is also a member of a local small business association. He also participates in the development and presentation of integration materials for new recruits.


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