Our Team

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.

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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.

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Stephanie is a graduate of Russell Sage College with a BS in Accounting. Stephanie joined the firm in 1994. She provides tax services for business entities and individuals. Stephanie provides accounting and attest services for nonprofit organizations.

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Matthew is a graduate of the Cornell University Dyson School of Applied Economics and Management with an MBA from Ithaca College. Matthew serves individual, business and trust clients with tax and planning needs. Matthew also serves as Treasurer of the Columbia Children’s Center, Inc.

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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.

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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.

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Ian joined the firm in 2016. He provides a variety of tax services including tax preparation and planning for individuals, businesses, and trusts, focusing on auto dealers and solar development clients. Additionally, he also provides services in connection with compilation and review engagements.

Ian holds a Bachelor of Science in accounting from SUNY New Paltz, where he graduated Summa Cum Laude. He is a member of the American Institute of Certified Public Accountants (AICPA), and the New York State Society of Certified Public Accountants (NYSSCPA).

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David has extensive experience in audit and attestation, corporate controllership, financial accounting and reporting and taxation. Prior to joining the firm in 2019, David served as Executive VP and CFO of a national packaging procurement management firm and Audit Manager of a regional accounting firm.

David holds an MBA from Temple University and a BS in accounting from Strayer University. He is a member of the American Institute of Certified Public Accountants (AICPA), and the New York State Society of Certified Public Accountants (NYSSCPA).

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Molly is a graduate of Russell Sage College with a BS in Accounting. Molly joined the firm in 2017. Her primary focus is tax and consulting for non-profits and small businesses. She is a member of the American Institute of Certified Public Accounts (AICPA) and the New York State Society of Certified Public Accountants.

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