Elizabeth Stapleton, CPA
Elizabeth Stapleton, CPA is a Manager in the Tax department at Dermody, Burke & Brown. She specializes in trusts and estate accounting, tax and advisory services. As a Tax Manager at the firm, Elizabeth provides tax preparation and consulting to individuals who are creating or revising their estate plans, estate executors and administrators, and grantors and trustees of both lifetime and testamentary trusts.
Elizabeth received a Bachelor of Science degree in Accounting and a Public Accounting Master of Business Administration degree from the State University of New York (SUNY) at Oswego, and a Juris Doctor (J.D.) from Albany Law School. Before transitioning to public accounting, Elizabeth practiced trusts and estates, elder, and real estate law for a private practice law firm in the Southern Tier. During her time as a practicing attorney, Elizabeth counseled clients during both the estate planning and administration and probate processes, and handled a variety of real estate issues, including both transactional and litigated matters. Elizabeth’s past law experience positions her with a unique, full-range of expertise in trusts and estates that is very beneficial to her tax clients.
She is a member of the New York State Society of Certified Public Accountants (NYSSCPA), the American Institute of Certified Public Accountants (AICPA), and the New York State Bar Association (NYSBA).