Well, George tries to do as little as possible, but is not succeeding in that, he is the go-to person for more complicated tax questions and consulting questions. He is experienced in many different industries and provides the ongoing counseling to help your business. He is and Enrolled Agent and a tax instructor for National Association of Tax Preparers.
Jeanne is one of our excellent support people. She does some of our internal accounting and does some of our HR tasks. She supports the entire staff and keeps things running smoothly.
Joann works at the front desk, answers phones and does a variety of tasks associated with clients. She is typically part-time and when she is in she will be the person saying hello when you call.
Justin is our payroll coach and sometimes internal technical support person. He is a graduate of Keuka College and is certified in the Fundamentals of Payroll from American Payroll Association. He also is our in-house techie.
Kyle is a payroll specialist and works with Justin to deliver amazing service for your payroll. Kyle is a graduate of Le Moyne college.
Michele is one of our Client Accounting Coaches. She is an IRS Enrolled Agent. Having been in the bookkeeper role for a number of years she has the experience and knowledge to do the entry if necessary. She is also experienced with business accounting and business consulting.
Rob is one of our Client Accounting Coaches and is here to help you reach your goals and be successful. Rob is a CPA and MBA, but don’t let that scare you – he if great to talk to. He has run small business in the past and worked as an auditor and comptroller in other companies.
Lori is on our bookkeeping team. She has an amazing amount of experience in many different industries and has worked in customer service as well. Lori works with our accounting coaches to get your monthly reports accurately and timely to you.
Debbie is one of our bookkeepers. She is a first contact for clients she is assigned to for bookkeeping and accounting questions. She’s very experienced with business accounting and can be a great resource for you. She is also experienced in payroll and has a general knowledge on tax.
Janet is one of our veteran tax preparers. She is an enrolled agent and is a graduate of Le Moyne College. She was in her own business for many years before signing on. Janet works with many of our clients to provide them excellent tax services.
Patty is one of our professional tax preparers. She works with individuals to help them through the complicated tax rules and get the best returns possible this year and educate them to take advantage of the tax rules for future years.
Andrew – is our Tax Manager. He’s an enrolled agent and has a great deal of experience in individual and business tax rules and planning. He has a bachelor’s degree in accounting from SUNY Oswego. Andrew works with clients to help them pay the lowest taxes they can – while staying in compliance with IRS and NY tax regulations.