GENERAL BACKGROUND
Joined the Firm in 1994 after having worked for KPMG Peat Marwick in Harrisburg PA; admitted as a partner in 2009 and co-managing partner in 2023. Developed and implemented the Firm’s mentoring program. Member of the Firm’s Tax Committee.
Certified Public Accountant, States of New York and Pennsylvania
Bachelor of Science – Accounting (Magna Cum Laude), Bloomsburg University, Pennsylvania
AFFILIATIONS
Professional
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of CPAs
- Pennsylvania Institute of CPAs
Community
- NYSSCPA - Past State Board Vice President and Board of Director At Large
- NYSSCPA Southern Tier Chapter - Past President and Past Treasurer
- Broome Leadership Institute Alumni Association
- Business & Professional Women’s Organization - Past President and Treasurer
- Youth Basketball & Soccer Coach
- Homeowner Association Board of Director, Treasurer
SPECIALIZATIONS
- Auditing/Accounting for Distributors, Wholesalers, Manufacturers and Benefit Plans
- Taxation of Closely Held Businesses and Individuals
- Taxation and Consultation for High-Income Individuals
- Multi-State Corporate and Personal Taxation
- Agreed Upon Procedures
