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.
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.
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.
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.
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.
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.
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.
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.
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.