Our Team

Kerri Ross

Kerri Ross, Tax Coordinator

Kerri Ross began her career at Joel Isaacson & Co in 2010, and after taking some time to travel the world and start her family, rejoined the firm in 2020 as their Tax Coordinator. With over a decade of experience managing tax deadlines, she keeps the tax team on task using her multi-tasking, organization, and communication skills, helping to maintain excellent client relationships.

Kerri received her BA from SUNY Purchase and immediately began working full-time, developing an excellent work ethic. Her experience as a team leader has taught her to think outside the box, and value “face time,” or the human side of business.

In her spare time, Kerri enjoys filling up her passport with her friends and family, attending NY Sporting events and trips to the local beach for the best sunrises and sunsets on Long Island. She brings her multi-tasking home as the “house manager” – balancing work with her sons school schedule and extracurricular needs. Originally from Westchester, she now resides in Nassau County with her young son.

Tax season is all year long for us. While we excel in preparing tax returns, our tax advice and strategies are intertwined with our financial planning throughout the year.

Experienced professionals

Helping clients realize their dreams through objectivity and personal accountability.