• Founded 1989
  • Shelly Spata

    MANAGING PARTNER

  • 6 Partners
  • John Albanese

    TAX PARTNER

  • accounting
  • CPAs
  • 60+ Staff
  • Cheryden Juergensen

    AUDIT PARTNER

  • 2 Offices
  • virtual work model
  • Kevin Smith

    AUDIT PARTNER

  • audit & review
  • payroll
  • tax
  • Anthony Michelotti

    TAX PARTNER

  • Eric Vicencio

    TECHNOLOGY PARTNER

  • technology
  • Founded 1989
  • Shelly Casella-Dercole

    MANAGING PARTNER

  • John Albanese

    TAX PARTNER

  • 6 Partners
  • accounting
  • CPAs
  • Cheryden Juergensen

    AUDIT PARTNER

  • 2 Offices
  • 60+ Staff
  • virtual work model
  • Kevin Smith

    AUDIT PARTNER

  • audit & review
  • payroll
  • tax
  • Anthony Michelotti

    TAX PARTNER

  • technology
  • Eric Vicencio

    TECHNOLOGY PARTNER

  • Founded 1989
  • Shelly Casella-Dercole

    MANAGING PARTNER

  • John Albanese

    TAX PARTNER

  • 6 Partners
  • accounting
  • CPAs
  • virtual work model
  • Cheryden Juergensen

    AUDIT PARTNER

  • 2 Offices
  • 60+ Staff
  • Kevin Smith

    AUDIT PARTNER

  • audit & review
  • payroll
  • Anthony Michelotti

    TAX PARTNER

  • tax
  • technology
  • Eric Vicencio

    TECHNOLOGY PARTNER

Our Core Values

As a premier CPA-led business advisory firm, we have a clear purpose: to help clients and team members achieve success, whatever that means to each of them. How do we do it? By assembling an exceptional team of talented and passionate professionals working together in a unique, high-performance culture. That culture is best defined by the 6 Core Values

World Class Service

Effective Communication

Accurate & Efficient Solutions

Success Mindset

Honest, Reliable & Friendly

Fun

Our Culture

While we are comprised of 60+ staff across 7 different departments and various states, we live by the One Firm mantra. We are a family supporting each other and our clients. Sound like something you’d enjoy?