Our Leadership Team
Our modern, forward-thinking leadership team brings together a diverse range of experiences and inspires our culture of teamwork, innovation and knowledge. We’re a team that discovers new ways for clients to solve accounting, compliance and administrative issues. Together our team brings strategic guidance for the day-to-day management of financial affairs and business administration to drive optimal financial and business outcomes.
As a leading family office in Atlanta, we leverage technology and processes to improve the experience of our clients and are renowned for our attention to detail and problem-solving. Our leadership team has a diverse range of legal, management, administration and accounting experience working with Fortune 100 corporations and complex organizations.
Expertise
Direction
Priorities
Strategy
We develop a customized financial strategy built around your complex needs.
MARY M. TAYLOR CPA
Founder/CEO
Mary Taylor is the founder/CEO of Fiscal Solutions, LLC and has been involved with various aspects of family offices throughout her career.
Mary began her career as a financial analyst at Portman Properties where she developed a passion for family offices and identified the need for an efficient process to manage overall cash flow for families with diverse business and investment portfolios. Mary began her own business managing a family office for an entrepreneur building a business that became a Fortune 500 company. Her clients have included not only entrepreneurs and CEOs but award-winning musicians and entertainers. She has devoted her career to developing best practices for family offices and researching and implementing cutting-edge technology to improve efficiency for family office accounting.
Mary earned a B.B.A. in Accounting from the University of Georgia and is a Certified Public Accountant.
KAREN BURNS
Client Concierge
Karen Burns is responsible for coordinating nontraditional client services that make the Fiscal Solutions culture unique. She is the primary point of contact for concierge services.
Karen worked with Merrill Lynch in Atlanta, Georgia before starting her banking career as a bank examiner with The Federal Reserve Bank. She continued in that industry as a credit analyst in the private sector. Most recently, she has focused on managing diverse family business and investment interests.
Karen earned a B.B.A. in Finance with a concentration in investments and security analysis from the University of Georgia.
