Principal
D’Marie Kleeman
CPA
D’Marie advises individuals and families on gift, trust, and estate planning strategies designed to preserve wealth and support long-term goals. She works closely with clients navigating generational transitions, charitable planning decisions, and evolving tax considerations tied to personal assets. Her experience also includes tax planning and compliance services for private foundations and real estate-related interests.
Education
Evangel University, Bachelor of Business Administration in Accounting and Management
Community
Leadership Genesee, Graduate
Genesee Symphony Orchestra, former Treasurer
Professional
American Institute of Certified Public Accountants
NYCPA – The New York State Society of CPAs
Western New York Estate Planning Council
Ask Me About
My favorite national park
Service Expertise
Industry Expertise
Latest Insight
California Extends Sales Tax to Prewritten Software and SaaS, Effective January 1, 2027
Beginning January 1, 2027, businesses that sell software or Software-as-a-Service (SaaS) to customers in California (or businesses that purchase it) will be subject to the state’s sales and use tax for the first time. This change comes as part of California’s state budget, signed on June 29, 2026. Senate Bill 122 (S.B. 122) extends California’s […]