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
- 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
Recent Insights
Articles
What IRS budget increases may mean for your financial institution
Feb 23, 2023
Can banks qualify for the employee retention credit?
Mar 01, 2022
The top FY22 tax changes impacting financial institutions
Jul 07, 2021
How financial institutions should handle accounting for PPP loan fees
Aug 30, 2020
Webinars
Tax update for financial institutions
Dec 01, 2022