Carolann Penny, EA

Founder, Penny Tax & Advisory

Carolann Penny is an Enrolled Agent authorized by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. As the founder of Penny Tax & Advisory, she provides strategic tax preparation, proactive tax planning, and business advisory services to individuals and small business owners throughout New York and beyond.

Professional Background

Carolann began her career in accounting and bookkeeping, helping business owners organize their financial operations and gain clarity over their numbers. Through years of working closely with entrepreneurs, she recognized that many clients were missing one critical component — proactive tax strategy.

Your Philosophy

Our Approach

Her practice focuses on helping clients move beyond last-minute tax filing toward year-round planning, compliance, and informed financial decision-making.

Her approach combines strong accounting fundamentals with practical tax strategy, helping clients:

• Reduce tax surprises
• Improve financial organization
• Make confident business decisions
• Plan ahead strategically