About Megan

Megan Muccio is the founder of Megan D. Muccio, CPA.

Certifications

Megan is licensed as a:

  • Certified Public Accountant
  • Registered Representative (Series 7 and 63)
  • Investment Advisor Representative (Series 65)
  • Certified Financial Fiduciary®
  • Life, Accident and Health Insurance Agent / Broker
  • Certified Internal Auditor
  • Megan is also in the process of studying to become a Certified Wealth Strategist®

Career

She started her career in public accounting at Mazars as an audit and tax associate, with a focus on the manufacturing and distribution industries. While at Mazars, she worked with private clients, providing well-rounded services in audit and review work, tax preparation, and bookkeeping services for select clients. She then transitioned into the Internal Audit group at Henry Schein where she focused on financial audit and internal control testing of the company and their subsidiaries. Megan received the Certified Internal Auditor designation while working at Henry Schein. She has also worked independently as a tax preparer throughout her professional work years. In November of 2018, she transitioned into the role of VP of Accounting and Investment Services at Craig James Financial Services, LLC.

Megan D. Muccio, CPA’s Beginning

Alongside her role at Craig James Financial Services, LLC, Megan has built the Megan D. Muccio, CPA business. Within this business, she works to add value to her clients across various aspects of their financial lives. She performs tax preparation and review services for her clients, teaching each and every one the impact the new tax laws have on their personal financial situation and then helping those unhappy with the outcome to plan out what their next year’s taxes could look like to ensure they are in a better position.

Megan also helps small business owners with their bookkeeping, and clients with their own personal budget reviews. She works with parents alongside their children to complete FAFSA and CSS Profile applications for their children going to college and has presented to offices on the importance of being Financially Fit.

College

Megan graduated Summa Cum Laude from Ithaca College in 2011 with a double major in Accounting and Business Administration with a concentration in Finance and a minor in mathematics. While at Ithaca College, she volunteered for the IRS Volunteer Income Tax Assistance Program to help low-to-moderate-income clients prepare their personal tax returns.

Life

Along this journey, she has found her love of all things that help people to stress less about their financial concerns. Megan lives in Commack, NY with her husband, Nick. Her favorite activities include skiing, snowboarding, and being on the water in Lake George. She also loves anything that has to do with traveling, and can be found reading, drawing, or scrap-booking in her free time.