Ann Marie P. Ullman

Ann Marie P. Ullman

Ann@mmlcpa.net

Education

B.S. Spanish and German, 1973, Iowa State University, Ames, Iowa M.S. Accounting, 1977, University of Akron, Akron, Ohio

Range of Professional and Business Experience

Extensive public accounting experience with small business, not-for-profit organizations, and individuals

  • Audited, reviewed, and compiled financial statements for small business
  • Not-for-profit audits, including OMB 133 audits.
  • Tax returns and consulting for various business entities, not-for-profits, estates, trusts, and individuals 
  • Preparation and review of payroll tax forms
  • Accounting for small business, Schedule C, trusts, and estates
  • Controllership services at clients’ place of business
  • Training clients in accounting and payroll software

Other Designations and Professional Affiliations

  • Certified Public Accountant, Indiana - inactive
  • Indiana CPA Society
  • Michiana Estate Planning Council
  • Member and officer, LaSalle Toastmasters, South Bend, Indiana

Joined Metzger, Mancini & Lackner in January 2007