- Tax Planning/Compliance for Business, Non-Profits, and Individuals
- Certified Public Accountant – 1985
- New York State Society of CPAs – 1994-present
- American Institute of CPAs – 1997-present
- Gustafson & Co. – 1990
“Beyond our dedication to timely, accurate auditing and reporting, I like to act as a sounding board for my clients. Here at Gustafson & Wargo, we get to know our clients well. It’s very easy for them to bounce ideas off of us. I listen and then offer advice to improve their businesses or maybe save them money on their personal tax returns.
“As to tax compliance, the rules, laws, and reporting requirements for business and non-profits are complicated, and we are committed to quality work. The one thing I really enjoy is helping our clients get things done right. ”
Nancy graduated Summa Cum Laude from SUNYIT in 1982 with a Bachelor of Science in Accounting. She joined Gustafson and Co. in 1990 and now manages the Utica office. She specializes in audit and tax work including personal, businesses, non-profit, and agriculture.
Nancy lives in Herkimer and is treasurer of St. John’s Episcopal Church. She serves on the Board of Directors of the Church of Christ Uniting and The Mohawk Valley Institute for Learning in Retirement at SUNY PolyTech in Utica, NY. When she’s not in the Utica office helping clients, she’s probably reading a novel, a local history, or anything about the Civil War. Her best times, though, are spent visiting her three grandsons on the West Coast.