Meet The O'Malleys —
  An Accounting Oriented Family

Charles K. O’Malley, CPA, CFP^®
Managing Partner
Consulting, Business, Taxes and Planning

Chuck graduated from St. Joseph’s Prep ’55 and LaSalle University ’59 and is a member of the AICPA, the NJ and PA State CPA Societies. He is the son of William J. O’Malley Jr., PA, EA, an alumnus of St. Joseph’s Prep and University, who created a Public Accounting Firm in 1945. We are still serving successors of his original clients. Chuck has been a CPA since 1964 and a Certified Financial Planner^TM since 2000. He has seven years of private industry, manufacturing company experience including controllerships. Chuck has performed accounting and tax assignments for Fortune 500 companies and their board members, plus many small and medium-sized, closely-held and family-owned businesses. In October 2005, Chuck and Gypsy (the firm’s first Champion Irish Setter) were on the cover of CPA Wealth Provider for his featured article on family business succession planning. He has frequently been a speaker on taxation and retirement planning and is the editor of O’Malley News & Views, the firm’s business tax newsletter.

His volunteer activities include being a member of the Cinnaminson Township Zoning Board since 1991, currently Board Chairman, plus the Finance Committee for Sacred Heart Church, Riverton, NJ and an advisor to the Audit Committee for Holy Cross High School, Delran, NJ.

His hobbies include boating on the Chesapeake Bay, traveling in the family’s motor home, Irish Setters, golf, swimming and creating his own model railroad empire.

 

Kathryn A. O’Malley, PA
Accounting, Tax and Office Manager

Kathy graduated from Gwynedd Mercy ’59, attended the University of Pennsylvania, Wharton School ’63, and is a member of the National Society of Public Accountants. Kathy has been a Licensed Public Accountant since 1978 and also has manufacturing industry experience. She is the daughter of D.J. Alexander, an upstate New York farmer, University of Pennsylvania, Wharton School graduate, inventor, entrepreneur and manufacturer of stainless steel washroom equipment. In addition to maintaining the firm’s records, Kathy provides accounting, payroll and tax services for businesses and individual clients.

Kathy is also a member of the Sacred Heart Church, Riverton, NJ Finance Committee.

Kathy and Chuck have six adult children (all college grads) and ten grandchildren.

Mariette T. O'Malley,
CPA, J.D. (Tax), CFP^®
Tax and Planning Partner

Mariette graduated from Cinnaminson High School ’79, LaSalle University ’83, Rutgers University Law School ’92, Tax Honors Program, and is a member of the AICPA, NJ State CPA Society, the American Bar Association, and the American Association Attorney-CPA’s. Mariette became a CPA in 1985, passed the bar exam in 1993 and became a Certified Financial Planner^TM in 2000. She represents the third generation of O’Malley’s to practice public accounting. Mariette has lectured and consulted on family business problems, mergers and acquisitions, real estate swaps, retirement and estate planning, divorce strategy and other areas that comingle taxation and law. In addition to representing clients on tax audit and appeal issues, she also assists delinquent taxpayers get current. Mariette teaches the CFP^® exam base and review courses, on the internet, as an adjunct professor at many top universities and is a frequent speaker on taxation, financial planning and related topics.

Her volunteer activities include being a member of the Cinnaminson Township Planning Board since 2000 and various activities, including cooking (one of her hobbies) for several Irish Setter clubs.

When she is not at work, you can usually find Mariette with her dogs. An avid Irish Setter fancier, she has campaigned eight dogs to their championship and beyond.

David J. O’Malley, CPA
Accounting, Business and Tax Manager

David graduated from Cinnaminson High School ’83 and LaSalle University ’87 with a dual major in Marketing and Accounting and is a member of the AICPA and NJ State CPA Society. He joined O’Malley & O’Malley, LLP in 1997 after working in the building material sales industry for ten years. David became a CPA in 2001, another third generation O’Malley practicing public accounting. His background in contract sales and the construction industry has been invaluable to our clients. David works extensively with setting up accounting systems for business clients and their ongoing accounting and tax needs.

David and his wife, Ann, a BSN/RN and Clinic Support Specialist for Bayada Nurses, have two boys. Their oldest son Ryan spends most of his time playing ice hockey for the Philadelphia Revolution (Junior B Team in the Empire League) and working out at Bob Clarke’s gym. Eric enjoys spending time with his friends and playing roller hockey in a local league. When they are not at a hockey rink, David and his family enjoy going to the Jersey shore or planning their next trip to Disney World.

And meet our Professional Staff...

Get the O'Malleys working for you!

Home | Services | Planning for Tomorrow | Providing Solutions | The O'Malleys | Our Staff | Tax Info | Resources | Links | Contact Us | Map