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Team

At Financial Tally, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Tax planning strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

We have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Lori A. Mercaldi, EA, ChFC, RICP

Financial & Tax Advisor/Owner

(518) 298-5009

(866) 228-0412

[email protected]

In 1988, I established my business (Financial Tally) to provide tax and accounting services to individuals and small/medium size businesses in the North Country area. As time went on, I found that my clients were in need of other...

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Emelin E. Koss, RTRP

Accounting Assistant/Registered Tax Return Preparer

[email protected]

Emelin has been with Financial Tally since 2012. She passed the IRS Registered Tax Return Preparer (RTRP) exam in 2012 and assists in preparing tax returns and completing client accounting work in QuickBooks Online. She Obtained her...

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Sarah Babbie

Administrative Assistant

[email protected]

Sarah is new to our team in 2017. She is currently a full time accounting student at SUNY Plattsburgh. When she's not busy with homework, she likes to spend time with her family and daughter.
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