Our firm is comprised of CPAs, tax advisors and bookkeepers. We have been strong proponents of quality and peer reviews for many years. Our firm has been reviewed by an outside CPA firm every three years since 1979. One of our partners sits on the Board of the New England Peer Review, which oversees the peer reviews of firms in the New England area.




Teresa joined us in 1991 and was certified in 1995. She has an associate’s degree in business from Champlain College and a bachelor’s degree in accounting from St. Michael’s College, graduating Cum Laude.

Teresa has been a director and is a past president of the Vermont Society of CPAs. She is a member of the American Institute and the Vermont Society of CPAs and served on the AICPA’s Governing Council. She is also a board member of the North Country Federal Credit Union Supervisory Committee and the New England Graduate Accounting Study Conference.

Teresa resides in Williston with her spouse, Ken, and daughter. She enjoys being outside as much as possible, whether that be on the lake or on the mountain.

Teresa holds Vermont CPA license number 1202.

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Sarah joined us in 2012 with over five years of accounting experience. Originally an engineering major in college, she changed her major to accounting her sophomore year after taking an elective accounting course.  She has a bachelor’s degree in accounting from Champlain College and obtained her CPA license in October 2015. She is a member of the American Institute and the Vermont Society of CPAs.

Sarah lives in Mad River Valley with her family. She can often be found snowboarding, participating in obstacle and 5k races or preparing a new batch of homebrews.

Sarah holds Vermont CPA license number 82361.




Mike has worked for the firm since 1982. He was certified in 1984 and has been an owner since 1987. He has a bachelor’s degree in accounting from the University of Vermont. As the audit manager for the firm he is involved in almost all of the audits performed by the firm. He prepares business, non-profit and individual tax returns as well as working as a contracted financial manager for various clients.

He is a member of the American Institute and the Vermont Society of CPAs, and is also a member of the Executive Committee for the New England Peer Review. Mike is a member of the Montpelier Elks Club and the Barre/Montpelier Knights of Columbus. He also has coached basketball, baseball and softball in Montpelier.

Mike was born and still lives in Montpelier with his wife, Norma. Both of their children have finished their undergraduate education and are no longer living at home. Mike enjoys traveling, golfing and softball, and spending time outside in the summer.

Mike holds Vermont CPA license number 526.




Sheila joined us in 1986 and was certified in 1989. Sheila has a bachelor’s degree in accounting from St. Michael’s College, graduating Magna Cum Laude.

Sheila has been a Director and is a past President of the Vermont Society of CPAs. She is a member of the American Institute and the Vermont Society of CPAs. Sheila is currently serving on the audit committee of the Girl Scouts of the Green and White Mountains and has served on the Board of Directors for the Vermont Chamber of Commerce. She also serves on the Ethics Committee of the Vermont Society of CPAs.

Sheila enjoys golfing, boating and traveling around the world during her downtime, most recently she has visited Ireland, Peru and Tahiti.

Sheila holds Vermont CPA license number 777.



Partner Emeritus

Jeff joined the firm in 1981 and was a full-time partner from 1985 through 2019. He now enjoys the role of “partner emeritus”, staying involved on a part-time basis in professional matters of interest. He credits his interest in accounting to his mother who was an in-house accountant for several businesses in his hometown of Rutland. He has a bachelor’s degree in accounting from the University of Vermont.

​Jeff has been a director and president of the Vermont Society of CPAs, and also served two separate terms on the American Institute of CPA’s governing council. He served as trustee and Treasurer of the Kellogg-Hubbard Library in Montpelier for several years.

​Jeff frequently speaks to tax professional groups, including regular appearances at the annual University of Vermont Tax School. He has also conducted classes for small businesses, bankers, judges, realtors, attorneys and other CPAs. Jeff works frequently as an expert in matters involving financial issues, and has testified as an expert witness in many Vermont trials.

Jeff and his wife, Candace, enjoy their home in Montpelier and spending time with their adult children and extended families as much as possible.

Jeff has held Vermont CPA license number 472 since 1983.



Partner Emeritus

Don joined us in 1998 and was certified in 1999. He graduated from Webber College in Babson Park, Florida with an associate’s degree in lodging and restaurant management/accounting.

Don is a member of the American Institute and the Vermont Society of CPAs.

Don serves on the Supervisory Committee of the One Credit Union and is a past Chair of the Saint Monica School Board.

Prior to joining us he worked for a large local wholesale company and a public accounting firm.

Don enjoys spending his vacations in Jupiter, Florida where he can hit the links and go fishing.

Don holds Vermont CPA license number 1448.

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Linda rejoined us in 1997. She was certified in 2006 and has an associate’s degree in accounting from Champlain College.

She is a member of the American Institute and the Vermont Society of CPAs. She is the Treasurer for the Berlin Corner Cemetery Association and she also has served as Treasurer for the Central Vermont Humane Society and the Vermont Disaster Animal Response Team.

Prior to rejoining us she worked for another local accounting firm. When not in the office Linda enjoys traveling, reading a good book in the sun and hiking with her dogs.

Linda holds Vermont CPA license number 1966.




Kerry joined us in 2007 after twenty years with a local insurance company. She has a bachelor’s degree in accounting.

Kerry is responsible for providing clients with accounting and payroll services as well as tax return preparation and consultation. She serves as the Treasurer for a local non-profit.

When she is out of the office she spends her time with her husband, Jeff, and their German Shepherds. Kerry is an avid flower gardener and can also be found cheering at local sporting events.

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Christy joined us in 2016. She worked as an actuary at a local insurance company for a number of years and then returned to her alma mater, the University of Vermont, to earn a master’s degree in accountancy.

She enjoys combining her love of numbers with the opportunity to interact with people and businesses in the local community.

Christy lives in Waterbury and is the treasurer of her condo association. She enjoys outdoor activities such as running, biking, and hiking.

Christy holds Vermont CPA license 111369.



Senior Accountant

Tania joined our firm in 2020. For nearly fifteen years she worked at another CPA firm specializing in international tax issues. She prepared US tax returns alongside Canadian tax filings, both for individuals and business entities. She holds a Bachelor of Science in Accounting from the University of Phoenix. For relaxation, she enjoys the quiet of the mountains.



Firm Bookkeeper

Sandy joined us in 1985 and became our firm administrator in 1992. She manages all internal operations and accounting for us as well as working with many clients on accounting and tax matters.

Prior to joining us Sandy owned and co-managed local restaurants.

She is an active member of the Montpelier VFW Women’s Auxiliary and the Montpelier Elks Club. She enjoys volunteering at Bingo and spending time with her family.



Senior Accounting Services Associate

Tonya joined us in 2017 after over 19 years working at a local financial firm as the Support Staff Assistant. She was promoted in 2019 to Accounting Services Associate. She enjoys client service and believes in putting the client first. Tonya grew up in Greensboro, Vermont, on a dairy farm and holds an Associate’s degree in Accounting.

When she is not at the office she spends time staying active by running and hiking.



Accounting Services Associate

Kathie started in January 2020. For the 20 years prior she worked for Municipal Government. She has also been the Treasurer for the Central Vermont Solid Waste District for the last 6 years and still currently holds that position.

She is a lighthouse collector. In her spare time, enjoys snowshoeing, snowmobling, hiking, gardening and moon watching. Loves to spend time with her family, friends and her "grandpup" Ranger.



Accounting Services Associate

Brandi joined our firm in November of 2021. After working for 10 years with an engineering firm and about 7 years with the State of Vermont. She had similar accounting roles such as accounts payable, accounts receivable and collections. She has over 20 years of experience in accounting in areas such as fund accounting, governmental accounting and even some bank accounting. She attended Champlain College where she took many business and accounting classes.

In her free time she likes to spend time outside with her chocolate lab and her 3 kids who are in the adult ages. She enjoys kayaking, hiking, going to the beach and going to the gym regularly. She also likes to ride her motorcycle as much as she can during the summer months.



Support Staff Assistant

Wanda joined us in December of 2020 after working in the Accounting/Customer Service sector for over 20 years. She has decided to continue her fascination with numbers by pursuing her Associate’s Degree.

Making her home in Plainfield for the past thirty years, she has volunteered as the CubMaster for the local Boy Scouts and is a former board member for the Twin Valley Senior Center, which she still volunteers for as well as many other local charitable causes.

In her free time she has a passion for gardening, volunteering and spending time outside with her children, grandchildren and dogs.

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Firm Administrator

Mariann joined us in 2010 after working for another local accounting firm. Originally from Philadelphia, she has a bachelor’s degree in Communication from LaSalle University.

Mariann handles our paperless system and client requests.

When she is not at the office she spends time with her husband, daughter, dog and three cats. Mariann enjoys running and you can see her on the Montpelier Bike Path often.