Partners, principals and associates

Coates_Mary Wausau

11 Scott St.
Wausau, WI 54403

Tel:

715.843.8329


Email: mcoates@wipfli.com

Mary Coates, CPA

Senior Manager

Mary Coates has over 20 years of experience in individual, trust, corporate, and nonprofit taxation.  That experience, combined with several years of audit experience, allows her to really understand her clients’ businesses and the interplay between taxes and financial statements.

Certifications
  • Certified Public Accountant
Professional Memberships and Activities
  • American Institute of Certified Public Accountants (AICPA) - Member
  • Wisconsin Institute of Certified Public Accountants (WICPA) - Member
  • Has served on boards and finance committees and in other advisory roles for:
    The Women’s Community
    Wausau Area Jaycees
    Marathon County Library Foundation
    University of Wisconsin-Marathon County Foundation
     

Areas of Focus

  • Tax planning and compliance for individuals, trusts, estates, corporations, and partnerships
  • Tax services for financial institutions
  • Tax and related services for nonprofits

Education

Carroll University - Waukesha, Wisconsin
  • Bachelor of science degree in accounting - Graduated magna cum laude