M. Alanna Walsh has 30 years of experience in financial statement preparation, trust accounting, and individual and corporate tax preparation and bookkeeping for small business clients, most recently with Perry & Karnatz, LLC.
In addition to preparing and filing individual and trust income tax returns, Ms. Walsh administers a variety of family office matters for clients, including regular coordination with third-party banks, custodians and broker dealers with respect to clients’ financial transactions, tax reporting, monthly review and oversight of client financial accounts and statement reporting. She also provides the day-to-day administrative report for two substantial charitable foundations created and operated by firm clients.
She resides in Lakewood, Ohio with her husband, Bob. They have one adult child.