Nancy Joch O'Connor, EA, MBA
.JPG)
Professional Credential:
Enrolled Agent - Internal Revenue Service
Professional Affiliations:
National Association of Enrolled Agents
Connecticut Society of Enrolled Agents
Massachusetts Society of Enrolled Agents
Education:
Marist College:
Master of Business Administration
Bachelor of Science Business Administration
I have over 28 years of tax and accounting experience. I began my career as an Office Manager for over ten years, while also preparing income tax returns. I most recently held the position of Tax Manager for over 18 years. In this position, I was responsible for the tax compliance of federal and state returns including Connecticut, Massachusetts and New York. I was also responsible for tax training of new staff, internal education for the firm, implementation of tax software, as well as preparation and review of business, individual, estate, trust and nonprofit returns.
I currently serve as the President of the Great Barrington Rotary, Chair of the North Canaan Board of Finance, Trustee and Finance Board member of Saint Martin of Tours Parish, and a member of the Great Barrington Rotary Scholarship Fund. I am a past President of the Southern Berkshire Chamber of Commerce, past Treasurer of the Great Barrington Rotary, Scholarship Fund and Great Barrington Unit of the Salvation Army.
In my free time, I enjoy spending time with my family and my two Labradors; Bella and Rylee, who I refer to as the "girls”.