Gary has been with the LM Cohen team since 2015 and has played a critical role in a wide array of areas within our tax department. Gary has been primarily working closely with business owners and high net worth individuals to ensure proper tax structure and tax savings plans have been implemented. He is responsible for reviewing Corporate, Partnership, Trusts and personal income tax returns.
Gary is also responsible for giving tax update presentations to various organizations, so they can stay on top of the ever-changing tax code.
For me it’s all about building that bond with the client—striving to become their trusted advisor.Gary Sozzi, Tax Manager
B.S., Accounting, Suffolk University, 2008
M.B.A., Framingham State University, 2013