Jeanne Morelli, CPA, PFS

Affiliated Partner

Jeanne has been with the Firm since 1991 and is a shareholder in the Tax Department.

She specializes in taxes and tax planning for businesses and individuals, with a concentration in real estate and service related companies and the individuals that own them. She also is involved in estate planning, and has a special interest in eldercare issues and asset protection.

Jeanne has also developed an expertise in and heads up the Firm’s activities with regard to Cost Segregation Studies.

Education

• BS in Accounting from the State University of New York at Albany
• MS in Taxation from the State University of New York at Albany

Memberships & Affiliations

• American Institute of Certified Public Accountants
• Rochester Women’s Network
• Estate Planning Council of Rochester