Executive Team

Loretta Grief-Barbaro is a senior finance executive and tax advisor with 20+ years of experience enabling businesses to optimize their financial performance and mitigate their tax liabilities. Expertise in all financial and tax-related matters honed through first-person experience across all corners of the business landscape – as a small business proprietor, tax advisor to the ultra high net worth, trusted advisor and partner to organizations both large and small, and the Chief Financial Officer of a burgeoning apparel startup.

Loretta has excelled in her career in public accounting. As a Director of Taxation, Loretta strategized and mitigated tax liabilities for clients of all sizes. Loretta has handled clients in every industry sector including an elite client base of ultra-high net worth individuals which include artists, celebrities, and others in the entertainment industry. Loretta has specialized knowledge and expertise in the apparel industry, professional services, start-ups, real estate, theatre, entertainment and the arts.

Loretta graduated Summa Cum Laude from Hofstra University with a Bachelor of Business Administration in Accounting and a Master of Science in Taxation with Distinction.  During her studies, Loretta earned the following distinctions: Provosts Scholar, Dean’s List, Outstanding Senior Scholar, and Membership into the International Honor Society Beta Gamma Sigma

Loretta is a QuickBooks ProAdvisor and an active member of the National Association of Enrolled Agents and New York State Society of Enrolled Agents.

Loretta’s vast experience and knowledge make her a valued asset to her clients, demonstrating that she is more than capable of handling even the most complex accounting or tax issues with innovative solutions and uncompromising excellence.