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Laurie Dunne
LinkedIn

Ms. Laurie A. Dunne, BS, CPA, CIA

Member – Pennsylvania Institute of Certified Public Accountants

Ms. Dunne attended the University of Scranton and King’s College and graduated with honors with a Bachelor of Science degree in Accounting and Finance. She began her career working as a Corporate Auditor for Litton Industries (Fortune 500), in Cranford, NJ for several years and subsequently worked for Loral Corporation (Fortune 500), in Manhattan, NYC.

She was hired as a Corporate Audit Manager of The Loewen Group and was employed here until the North Eastern location was closed and all operations were moved to the company’s headquarters. During her employment, she was responsible for hiring new auditors, assisting management with developing audit programs and strengthening internal controls, and conducting acquisition and fraud investigations. She was retained as a consultant for approximately six months until the transition to the parent company was completed. During this time, she was instrumental in assisting with the final wrap up and dissolution of operations.

Ms. Dunne worked as a consultant for various prominent public accounting and private staffing companies for several years in audit, tax, and accounting before accepting her current position as Member at John J. Heck & Associates LLC.

Some of her major accomplishments include the following:

  • Executrix of a Million Dollar Estate of a former high net worth tax client
  • Recovery of over $100,000 from Fraud Investigations
  • Contributing Author to the Certified Management Accountant Exam
  • Experience preparing Lease Abstracts for commercial real estate properties
  • Experience preparing Offer-in-Compromise (OIC) for qualifying clients
  • Recipient of an Outstanding Excellence in Journalism Award
  • Diverse Accounting Experience in the following industries: health care, brokerage, cemeteries and funeral homes, defense, energy, and real estate.
  • Professional services include preparation of Individual, Trust, and Business Tax Returns; Executrix Experience; Tax  Research; and Small Business Services

Ms. Dunne has been a CPA since 1997 and obtained her CIA designation in 1999.

Outside work interests include horsemanship, botany, and farm animal rescue and rehabilitation services. She is an honorary Treasurer of the Delaware Valley Iris Society, and a volunteer at Valley Forge National Park – Equestrian Ambassador Program. Laurie manages a small, private Farm Sanctuary for chickens, based on availability at her Farm. She also rehabilitates and provides temporary housing to rescue horses in need of a quiet place to recover from abuse and neglect. All equine services are based on availability at her farm and are funded by the sponsoring organization.

John J. Heck
Linkedin

Mr. John J. Heck, MBA, CPA

Member – Pennsylvania Institute of Certified Public Accountants & American Institute of Certified Public Accountants

Member – NCPE Fellowship

Mr. John J. Heck, MBA, CPA, has owned and operated his own CPA Firm for over 30 years. Prior to starting his practice, John was employed by Deloitte & Touche, Reliance Group, and Glaxo SmithKline.

Mr. Heck’s accomplishments include the following:

  • Reduced a client’s tax liability by $250,000, ending an IRS Tax Shelter dispute.
  • Reduced the taxable value of an estate by $1,000,000 by successfully challenging an Estate Attorney’s valuation of a Corporate Business.
  • Obtained an additional 4 years of tax refunds for a client by utilizing a loophole in the tax code.
  • Significantly settled and reduced major tax liabilities for 4 clients by utilizing the IRS’ Offer and Compromise program.
  • Reconstructed previously filed tax returns of a New Jersey Winery resulting in a $200,000 settlement for one of the shareholders.
  • Employed by a local Delaware County Corporation to review officer’s management. Uncovered over $800,000 in defalcations. For the same corporation, prepared detail analysis of violations of a major accounting firms audit procedures which resulted in partial reimbursement to the client.
  • Managed a large mortgage servicing company undergoing Chapter 11 Bankruptcy proceedings. Participated in the detail findings of over $2,000,000 in fraudulent transactions.
  • Engineered one of the first 1031 (tax deferred property) exchanges on Seven Mile Island.
  • Assisted numerous small businesses with their financial, operational, and management needs.

In additional to his CPA practice, John is a licensed realtor in Avalon, NJ. He is actively involved in the Avalon – Stone Harbor Real Estate Market. As a licensed realtor, John donates 50% of his commissions to charity.

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