(248) 822-9010
1800 W. Big Beaver Rd | Suite 100
Troy, MI 48084-3531

Our partners offer national firm experience and expertise at local firm billing rates desirable to value-driven clients. Our managers are experts in their respective fields and our staff retention ranks well above industry averages. This allows our staff to develop close relationships with our clients over multiple years, which leads to more efficient engagements.

PARTNERS


Stephen
Metzler
CPA (1952-2012)

Michael
Locricchio
J.D, CPA

Joseph
Serra
CPA

Stephen G.
Johnson
CPA

MANAGERS


Monica
Malloy
CPA

Ronda
Karney
CPA

Jennifer M.
Coon
CPA

Monica
Malloy
CPA

Phone:248.822.9010
Fax:248.822.9030
Email:mmalloy@mlscocpa.com

Experience:

Monica has been a tax manager at Metzler Locricchio Serra & Co. P.C since February, 1993.  Before joining Metzler Locricchio Serra & Co. P.C., she worked for a variety of public accounting firms which ranged from a large, international firm to smaller, local firms where she specialized in taxes and tax planning. She has been in public accounting her entire professional career, with the exception of a year and a half she spent in industry. 

Monica enjoys the challenges of addressing complex tax issues for all types of entities and individuals. Monica believes that achieving the goal of tax savings balanced with clients’ non-tax considerations, while remaining in compliance with tax laws, involves analysis and creativity. She has handled Internal Revenue Service and State of Michigan audits and other compliance matters. Monica’s experience includes service industries, construction, real estate, manufacturing, and wholesale businesses, as well as trusts, estates, and not-for profit organizations.

Areas of Expertise:

  • LLC, trust, corporate, partnership, and individual tax planning and compliance
  • Estate planning and estate tax return preparation
  • Multistate tax issues and planning to reduce overall tax liability
  • Planning and analysis for major transactions (purchases and sales of businesses, liquidation of businesses, debt forgiveness, etc.)

Education

Monica obtained her Bachelor of Business Administration degree from the University of Michigan in 1980.  In 1980, she successfully completed the CPA exam and was certified in 1982, after the required two years of public accounting experience. 

Professional Affiliations:

  • Michigan Association of Certified Public Accountants