Marshall & Marshall, CPAs was started in 1994 by Ingrid Marshall, working part-time while raising children. At the time, Tom Marshall, her husband, worked for a CPA firm in New York City. In 1999, Tom left his position in NYC and joined Ingrid in the business in Stroudsburg. Since then they have concentrated on growing the business and have built a solid client base, in various industries and geographical locations. Their focus on prompt, professional service continues to make them a favorite of small-business owners and individuals, alike.

Thomas F. Marshall, CPA is a partner in Marshall & Marshall, CPAs. Tom has twenty years of public accounting experience, ten of those with a mid-sized CPA firm in Manhattan. He served two years on the Small Business Committee of the NY State Society of CPAs.

Prior to entering into public accounting, Tom worked in the Accounting departments at several major brokerage firms on Wall Street. While working on Wall Street, he continued his graduate studies and graduated in 1988 from St. John’s University of Jamaica, NY with an MBA in Public Accounting. Tom received his bachelor’s degree in Economics from the State University of New York at Stony Brook in 1983. In 1987, Tom was elected a member of Beta Gamma Sigma, the national honor society for business.

Tom volunteers for several local organizations, including Treasurer for Boy Scout Troop 75 and Pocono Mountain East Youth Association. He served as Treasurer of Cub Scout Pack 75 and the Pocono Mountain Youth Soccer Association. He is a former Trustee for the Knights of Columbus Council #12114 and has volunteered his expertise to assist the treasurer of the Youth Association of Pocono Mountain with their taxes and exempt organization status.

Tom is a member of both the New York State Society and Pennsylvania Institute of CPAs.

Ingrid M. Marshall, CPA is a partner in Marshall & Marshall, CPAs. She is also an Adjunct Assistant Professor in the Finance and Risk Engineering Program at NYU - Polytechnic University. Ingrid is a member of the Pennsylvania Institute of CPAs.

Previously, she was an accountant with Martin Rosen & Company. Prior to that Ingrid was a manager in the Government Securities Division of Prudential Securities. She supervised a staff responsible for reconciling all of the firm’s positions in government securities, reporting to the accounting department, and interfacing with the information technology division for purposes of systems development and integration for government securities transactions.

As a consultant, Ingrid has also taught accounting to the staff of the Union Bank of Switzerland, with a focus on preparing employees for the CFA examination. She served as the treasurer for the annual CIFE conferences (Computational Intelligence for Financial Engineering). She earned her undergraduate degree in Economics at the State University of New York at Stony Brook in 1983 and an MBA in Public Accounting at St. John’s University in 1989. In 1987, she was elected a member of Beta Gamma Sigma, the national honor society for business.

Ingrid has been active in her community, volunteering for many local organizations and committees. She served on Pocono Mountain School District’s Tax Study Commission in 2006. She served two years as Treasurer and one as Co-Chair of Playgroups, Inc. in Stroudsburg, two years as Treasurer of Pocono Elementary Center PTO, three years as School Store Committee Chair at PEC, three years as Treasurer of Boy Scout Troop 85 in Tannersville, seven years as a leader in Cub Scout Pack 75 and currently as a Committee member of Boy Scout Troop 75 in Tannersville.

Personally, Ingrid & Tom have 3 sons. The oldest attends Kutztown University. The two youngest are in the Pocono Mountain School District.

Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. A recent law change requires us (along with banks, brokerage houses, and other financial institutions) to disclose our Privacy Policy to you-- which we are more than happy to do. We hope that by taking a few moments to read it, you will have a better understanding of what we do with the information you provide us and how we keep it private and secure.

A. Types of Information We Collect

We collect certain personal information about you-but only when that information is provided by you or is obtained by us with your authorization. We use that information to prepare your personal income tax returns and may also provide various tax and financial planning services to you at your request. Examples of sources from which we collect information include:

• interviews and phone calls with you,

• letters or e-mail's from you,

• tax return organizers, and

• financial history questionnaires.

B. Parties to Whom We Disclose Information

As a general rule, we do not disclose personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situations:

1. To comply with validly issued and enforceable subpoena or summons.

2. In the course of a review of our firm's practices under the authorization of a state or national licensing board or organization.

3. In conjunction with a prospective purchase, sale or merger of all or part of our practice, provided that we take appropriate precautions (for example, through a written confidentiality agreement) so the proactive purchaser or merger partner does not disclose information obtained in the course of the review.

4. As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, purse, or defend against the lawsuit and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.

 

C. Confidentiality and Security of Nonpublic Personal Information

 Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by the policies of our firm, applicable law, our Code of Professional Conduct, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.

Thank you for allowing us to serve your accounting, tax and financial planning needs. We value your business and are committed to protecting your privacy. We hope you view our firm as your most trusted adviser and we will work to continue earning your trust. Please call us if you have any questions or if we can be of further service.