All members of the firm are also members of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA). In addition to the Partners and Members listed below, our firm is supported by a dedicated administrative staff.
David is a graduate of the University of Bridgeport (1970). David has extensive experience in management advisory services provided to small and mid-size business entities. These services include entrepreneurial advisory services for preparation of business plans, forecasting and obtaining equity and debt financing, as well as mergers and acquisitions, business expansions, and taxation.
: (518) 828 7618 x 123
Bernie is a graduate of the University of Buffalo (1961) and NYU Law School (1964). Bernie is a practicing CPA with a separate law practice. He has extensive experience in tax related matters including, but not limited to, estate planning and administration, business acquisitions, sales and mergers, tax planning and tax compliance.
: (518) 828 7618 x 122
Peter is a graduate of Siena College (1978). Peter joined the firm in 1990. He has extensive experience in all aspects of business and personal taxation. Peter has previous experience as a tax manager with an international public accounting firm and had additional private industry experience as treasurer/controller of a large auto dealership/marina. Peter holds a Personal Financial Specialist designation from the AICPA and is a CFP certificant.
: (518) 828 7618 x 117
Andrew is a graduate of St. Joseph’s College (1992) and Long Island University (MS-Taxation 1997). Andrew joined the firm in 2002. He has previous audit and tax experience with an international public accounting firm and experience with a large multinational investment bank. Andrew is well versed in taxation and international tax matters.
: (518) 828 7618 x 136
David is a graduate of the University of Connecticut with a BS in Accounting. David joined the firm in 1980. He specializes in the area of taxation, tax planning and tax compliance. His primary focus is on estates and trusts.
: (518) 828 7618 x 126
Stephanie is a graduate of Russell Sage College with a BS in Accounting. Stephanie joined the firm in 1994. She specializes in audits of nonprofit organizations as well as single auditing in accordance with governmental auditing standards. She is also experienced in tax services for business entities and individuals.
: (518) 828 7618 x 128
Alejandra is a graduate of State University of New York at New Paltz with a BS in Accounting and an MBA. Alejandra joined the firm in 2013. Her experience and primary focus are in the areas of business and individual taxation, tax compliance, sales tax, and payroll taxation.
: (518) 828 7618 x 124
Matthew is a graduate of the Cornell University Dyson School of Applied Economics and Management with an MBA from Ithaca College. Matthew joined the firm in 2014. His primary focus is providing outsourced CFO services for startups and growing businesses and nonprofit organizations. Matthew also serves as Treasurer of the Columbia County Chamber of Commerce and Columbia County Habitat for Humanity.
: (518) 828 7618 x 127
Doug is a graduate of the State University of New York at Plattsburgh with a BS in Accounting. Doug joined the firm in 2007. His previous experience includes employment as the Director of Finance and Taxation for one of the largest construction and real estate companies in the U. S and Acting CFO for a large real estate company in the Northeast. Doug also serves as the Board Treasurer of the Vestibular Disorders Association.
: (518) 828 7618 x 130
Liz is a graduate of Russell Sage College with a combined BS in Accounting and Marketing. Liz joined the firm in 1979. Her primary focus is in the area of taxation, tax planning and tax compliance. Liz also consults with clients regarding everyday financial needs and governmental compliance.
: (518) 828 7618 x 114