Connie J. Ricotta, CPA

Principal

716-856-3300

cricotta@LumsdenCPA.com

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Connie has experience in all areas of U.S. Federal and New York State taxation. While specializing in performing tax-related services for individuals, trusts, and estates, Connie also provides tax services to privately held businesses and private foundations.

EDUCATION

Daemen College, Bachelor of Science in Accounting

PROFESSIONAL

American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Estate Analysts of Western New York
Financial Planning Counselors of Western New York

FUN FACTS

Connie loves to travel with her husband and two sons and their goal is to visit all 58 national parks in the United States. So far, they have visited the Great Smoky Mountains, Joshua Tree National Park, Yellowstone, and Grand Teton National Parks.
 

Upcoming Events

AuditWatch University Level 3

AuditWatch University Level 3

May 23, 2020

AuditWatch University Level 3: Beginning In-Charge Training prepares auditors to take in-field responsibility for an audit engagement. It mixes discussion with case studies to provide an in-depth look at designing and completing the key steps in an audit.

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AuditWatch University Level 2

AuditWatch University Level 2

May 23, 2020

AuditWatch Level 2: Experience Staff Training introduces auditors to the complete audit process and plan. It focuses on ways for staff and senior accountants to significantly participate in the risk assessment procedures, including efforts surrounding internal controls.

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