Mallory Sone, CPA
Mallory Sone is a Manager in our Tax Department. She works with small business owners across multiple industries and with estates and trusts. Additionally, she finds ways to help self-employed entrepreneurs plan for and reduce their potential tax liabilities. Mallory also provides high net-worth individuals with tax and compliance preparation and assistance. She enjoys working with non-profits and believes that helping them with their accounting needs gives them more time to focus on bettering our local community.
Mallory graduated magna cum laude with a bachelor’s degree from Truman State University, where she went on to receive her Masters. Mallory participated in the Clayton Leadership Program in 2019. Mallory earned her Certified Public Accountant (CPA) license in 2019.
Mallory enjoys hiking or traveling with her partner when not at her desk. She is a regular volunteer at the St. Louis Area Foodbank, and she also loves game nights with her friends and taking lifestyle classes at her local community college to learn new skills – like ballroom dancing.
- High Net-Worth Individuals
- Commercial Real Estate
- Professional Services
- Startups and Entrepreneurs
- M.A., Truman University, 2018
- B.S., Truman University, 2016
2022: Women to Watch – Emerging Leader, MO Society of CPAs
Professional and Charitable Organizations
- Volunteer, St. Louis Area Foodbank
- American Institute of Certified Public Accountants
- Missouri Society of Certified Public Accountants
- Chair-Elect, Professional Outreach Taskforce