Associates
Lois Freedman, Certified Public Accountant, began her career in late 1970s as an industry accountant. In the early 1980s, she joined a major brokerage firm as a Financial Consultant and Administrator. Immediately prior to joining MBF, CPA, P.C., she was associated with an equity management firm that specializes in the selection of quality growth stocks. Lois has an B.S. degree in Accounting from The College of New Jersey, and an M.B.A. in Finance from Pace University. She joined Marc B. Freedman, CPA, P.C. in January of 1990. She is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.
Lois also serves a a board member of Lifeforce in Later years, a non-profit organization which creates compelling programs that galvinize people to raise the quality-of-life-standard for our oldest community members!
Marc Freedman, Certified Public Accountant, began his accounting career in the early 1980s. He is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. Marc has a B.A. in Philosophy from Bowdoin College, did graduate work at Harvard University, and received his M.B.A. in accounting from Pace University. While at Pace he received the New York State Society of Certified Public Accountants Award for Academic Excellence and did a research project on initial audits of pre-existing companies under the direction of Dr. Dan Guy, then head of auditing and research at the AICPA. Marc founded Marc B. Freedman, CPA, P.C. in January of 1985, and is the President of the firm.
Marc also served as treasurer and board member of the Manhattan Soccer Club, the top Premier and Community youth travel soccer organization in the New York City metropolitan area.
Jocelyn (Josie) Gutierrez joined the firm in January 2018. Her extensive prior experience includes management accounting and she has a BA in accounting from Hunter College in New York City. Josie is instrumental in our preparation of guardianship reports, client write-ups and in our tax practice.
Lois also serves a a board member of Lifeforce in Later years, a non-profit organization which creates compelling programs that galvinize people to raise the quality-of-life-standard for our oldest community members!
Marc Freedman, Certified Public Accountant, began his accounting career in the early 1980s. He is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. Marc has a B.A. in Philosophy from Bowdoin College, did graduate work at Harvard University, and received his M.B.A. in accounting from Pace University. While at Pace he received the New York State Society of Certified Public Accountants Award for Academic Excellence and did a research project on initial audits of pre-existing companies under the direction of Dr. Dan Guy, then head of auditing and research at the AICPA. Marc founded Marc B. Freedman, CPA, P.C. in January of 1985, and is the President of the firm.
Marc also served as treasurer and board member of the Manhattan Soccer Club, the top Premier and Community youth travel soccer organization in the New York City metropolitan area.
Jocelyn (Josie) Gutierrez joined the firm in January 2018. Her extensive prior experience includes management accounting and she has a BA in accounting from Hunter College in New York City. Josie is instrumental in our preparation of guardianship reports, client write-ups and in our tax practice.
Memberships
We are members of both the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPAs). As a member of the Private Companies Practice Section of the AICPA, we are required to have triennial reviews (peer reviews), by another accounting firm, of our internal controls and firm policies and procedures. We underwent our first peer review in the winter of 1991 and have since competed nine additional reviews, our most recent in the fall of 2017. We proud to have received unqualified opinions on all of these reviews. We are also members of the AICPA's Employee Benefit Plans Audit Quality Center.
We require a minimum of 40 hours of continuing professional education for all professional employees.
We require a minimum of 40 hours of continuing professional education for all professional employees.
