Time to Celebrate our Accomplishments!

Calvin Longer is now a CPA!  Congratulations, Calvin.  Calvin’s career focus is Accounting & Auditing.

We have three new Enrolled Agents: Beatrice Calen, Jason Mendick, and Chris Hill

Chris Hill is also now Quickbooks certified. Chris must have been busy studying for the last year.

And then we have our anniversaries:

Karen Sharkey, CPA has been with the Firm for 30 years.  Karen works with small businesses but our new Team Members know that she’s the go-to person for all their questions.

Julie Continisio celebrates 20 years with us this year. Julie comes to us from a career in internal auditing.

Anthony Panetta, CPA joined the firm 10 years ago.  He was our expert in PPP loans this year, no small task when the rules evolved as soon as you mastered them.

Allison Fried has also been with us for 10 years.  Allison joined our Litigation Support team after law school and has, among other accomplishments, drafted thousands of Qualified Domestic Relations Orders.

And joining us for a summer internship is Holy Spirit High School graduate Patrice Boselli, now a sophomore at St. Joseph’s University, majoring in Intelligence & Analytics.  She’s a stellar student and active volunteer, and we look forward her time with us.

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IRA Rollover to make HSA Contribution

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read more