Mary Eileen Vitale, CPA, CFP®, AEP®

Principal

Mary Eileen Vitale, CPA, CFP®, AEP®

Principal

Learn About Mary Eileen

Mary Eileen is a principal in our tax services group and holds the appellation CERTIFIED FINANCIAL PLANNER™ Professional and ACCREDITED ESTATE PLANNER® designation. She advises high net-worth individuals and employee benefit plans. Mary Eileen also advises family-owned businesses and trusts. She is a frequent speaker on estate, financial planning and other various tax topics.

In addition to business and individual tax planning, Mary Eileen is knowledgeable in employee benefits, retirement benefits, trusts and closely-held businesses and assists clients with financial planning and estate planning. She has been a member of our practice since 1984.

Education

John Carroll University

Market Focus & Services:

  • Accounting & Assurance
    • Accounting and Auditing Issues
  • Tax Planning & Strategies
    • Corporate, Individual and Partnership Tax Planning and Compliance
    • Closely-Held Businesses
    • Employee Benefits Planning
    • Estate Planning
    • Nonprofit Entities
    • Personal Financial Planning
    • Private and Public Foundations
    • Retirement Benefit Plan Consulting and Administration
    • Retirement, Estate and Financial Consulting
    • Trust and Estate Taxation and Administration

Memberships & Associations:

  • American Institute of Certified Public Accountants
  • Estate Planning Council of Cleveland
  • Ohio Society of Certified Public Accountants
    • Voted one of Ohio’s Most Influential CPAs in 2008
    • Former Member, Education Services Advisory Council
    • Past President, Cleveland Chapter
    • Former Cleveland Chapter Treasurer, Secretary and Director
    • Former State Public Practice Executive Council Chair
    • Former State Director
    • Former Director, Executive Board
    • Former Member, Nominating Committee, State Finance Committee, State Committee of 50
    • Member, CAC
  • American Diabetes Association
    • Former Cleveland Leadership Board
  • University Hospitals Health Care System
    • Diamond Advisory Group
  • Tax Club of Cleveland
    • Past President
    • Former Vice President and Treasurer
  • Pets for the Elderly Foundation, Former Board Member
  • Florida Keys History of Diving Museum, Treasurer