With Mary McDonald

Mary McDonald joins Randy Crabtree on Episode 104 of The Unique CPA to talk about #TaxTwitter. When Mary, Dan Heron, and Allison McLeod started planning the #TaxTwitter Retreat, they had no idea that it would far exceed their expectations, potentially bringing together professionals from various areas of the tax industry in an environment of camaraderie, learning, and even wine and beer tastings—the latter, thanks to Randy! Who knew that the power of community and networking could lead to such unexpected results?

Important Links


Tax Twitter Retreat on Twitter

Mary McDonald on Twitter

Hansen House Company CPA

About the Guest

Portrait of Mary McDonaldPrincipal at Hansen House Company, Mary McDonald brings a unique perspective to the world of accounting with her background in education. As a former elementary school teacher, she has honed her teaching skills and ability to connect with others, making her a valuable resource in the tax industry. Mary actively participates in the #TaxTwitter community, where she collaborates with fellow tax professionals and offers guidance on various tax-related topics. With a passion for helping others, Mary is dedicated to making a difference in the lives of her clients and peers.

Mary earned her Bachelor’s in Elementary Education and Teaching from the University of Minnesota Morris in 1995. She subsequently earned her Bachelor’s in Accounting and Finance from the University of Minnesota Duluth in 2008.

Meet the Host

Randy Crabtree, CPA


Randy Crabtree

Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accounting profession.

Since 2019, he has hosted the “The Unique CPA,” podcast, which ranks among the world’s 5% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser (Tax-saving opportunities for the housing and construction industries) and he is a regular presenter at conferences and virtual training events hosted by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global and several state CPA societies. Crabtree also provides continuing professional education to top 100 CPA firms across the country.

Schaumburg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from R&D tax credits, cost segregation, the energy efficient commercial buildings deduction (179D), the energy efficient home credit (45L) and the employee retention credit (ERC).

Prior to joining Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries, and has worked closely with top executives to help them optimize their tax planning strategies.