RICHARD A. FERNANDES, CPA – MANAGING PARTNER
Mr.
Fernandes has over 35 years of diversified experience in the areas
of auditing, taxation, financial planning, financial management,
real estate planning and administration, government contract accounting,
incurred cost audits, automated accounting system design and implementation
and business valuation. He has served as a team captain on quality
reviews of other CPA firms for the Maryland Association of Certified
Public Accountants and the Pennsylvania Institute of Certified
Public Accountants under the American Institute of Certified Public
Accountants' practice monitoring program. Email.
LUIGI DEGENNARO, CPA – PARTNER, AUDIT AND TAX SERVICES
Mr DeGennaro
has over 30 years of experience in providing financial planning and
income tax assistance to individuals, partnerships, trusts, LLCs,
and corporations. His responsibilities also include staffing and managing
audits, compilations and review engagements. He has extensive experience
in accounting and taxation for the following industries: government
contractors; automobile dealerships; professional firms; transportation
industry organizations; construction contractors; and non-profit
organizations. He is a member of the Virginia State Board of Accountancy,
the American Institute of CPA's and the Maryland Society of Accountants.
Email.
JOHN E. SCHUSTER, CPA – PARTNER , TAX AND GOVERNMENT SERVICES
Mr. Schuster
has over 30 years of experience in all areas of taxation including:
representation before the Internal Revenue Service and various state
tax agencies, corporate and partnership tax preparation and planning;
pension plan administration. He is also audit and review manager
on a number of government contract and health care engagements and
he has been the Firm's audit manager on our audits of the Saint Lawrence
Seaway Pilots' Associations, for the United States Coast Guard. He
is a member of the Virginia State Board of Accountancy, the American
Institute of CPAs, and the Maryland Society of Accountants. Email.
BONNIE BRUENING, CPA – PARTNER
Ms. Bruening has over 17 years of experience in business and personal taxation, financial statement preparation and review, liaison with IRS and other taxing agencies, managing client needs, audits and various areas of business and personal consulting. Email.
OTHER SENIOR STAFF
Randall E. Melton, CPA – Senior Accountant, Accounting Department Group – 25 years experience in public accounting, banking and private industry accounting. Experience in accounting department management, audit, corporate taxation, financial statement preparation, accounting
systems and controls, defense contractors, supervision of accounting
staff. Member of the American Institute of Public Accountants and the
Virginia Society of Public Accountants. Email.
Barbara E. Mazor – Senior
Accountant – responsible for
managing various business engagements. Nearly 10 years of experience
in financial statement review and preparation, payroll tax problem
resolution, corporate, partnership and personal tax preparation,
review and planning. Responsible for management and preparation of
annual filings, with the Archdiocese of Washington, for numerous
member parishes. Proficient in QuickBooks, Pro Series, Excel, Lotus,
Church Management Solutions software and other financial and tax
programs. Graduate of Maryland University with a degree in Accounting. Email.
Jeremi Cole – Senior Accountant – resonsibilites include various tax, financial and Accounting Department functions. Over five years of diversified experience. 2000 graduate of Howard University. Proficient in QuickBooks, Excel, Tax Partner and other financial programs. Email.
James M. Fernandes, CPA – Senior Staff Accountant – Masters in Accountancy from James Madison University has related experience in corporate, partnership and personal Income tax preparation, preparation of compiled financial statements, audit staffing and client management. Email.
Jane Indiciani – Manager, Atlanta
Office – extensive finance, accounting
and small business experience. Has over 20 years combined experience
in business management, payroll and property taxes and small business
accounting. Proficient in QuickBooks, Excel and other financial programs.
Email.
Alan J. Silver – Benefits Consultant – Mr. Silver has over 20 years of experience in all areas of group insurance, disability insurance, life insurance and employee benefit plans and packages. Mr. Silver has a masters degree in business education and has many years of practical experience as both a business owner and consultant. Email.
Thomas E. Hines – Director of Client Services – over 35 years experience in all areas of client and customer service, including 5 years with Fernandes DeGennaro & Associates. Has spent his entire career communicating with and servicing clients in various industries and professions. Email.
Debra S. Chapman – Manager, Accounting Department Group – over
20 years of diverse accounting and tax preparation experience.
In charge of small business tax, consulting and financial engagements
and the Accounting Department Group. Also has audit staff responsibilites.
Proficient in QuickBooks, Pro Series, Excel and other financial and
tax software programs. Email.
Robert J. Frank – Internal Audit Specialist – Over 35 years experience in all areas of accounting, internal audit, system reviews and audit preparation. Over 9 years experience with CostPoint government contract accounting software with emphasis on design and maintenance of chart of accounts, financial statement design, procedures for monthly and annual closing and ensuring subsidiary ledger completeness and reconciliation. Email.
Serena F. Crumrine – Senior
Bookkeeper – specializes in government
billing, government contract accounting and administration, payroll
preparation, payroll tax preparation, bill paying, and small business/professional
financial statement preparation. Email.
Miranda O'Dell – Senior Bookkeeper – Accounting Department Group – specializes in bookkeeping,
payroll preparation, bank reconciliations, bill paying and accounting
for various business clients. Email.
Christopher Clark – Bookkeeper – Bachelor of Business Administration (finance) from James Madison University. Specializes in bookkeeping, payroll, payroll and property tax preparation, bank reconciliations, financial statement and income tax preparation for various business and personal clients. Email.
Melody Roehsner – Bookkeeper – Accounting Department Group – specializes in bookkeeping, payroll and payroll tax preparation, property tax preparation, bank reconciliations, bill paying, and accounting for various clients, specializing in churches and parish schools. Email.
Jennifer Logan – Bookkeeper, Accounting Department Group – Extensive experience resulting from small business ownership and
public accounting including: Payroll; Payroll taxes; Bookkeeping;
Inventory; Accounts payable; Accounts receivable; Human resources
management. Expert in Quickbooks and other software applications.
Diane Sauder – Bookkeeper, Accounting Department Group – Extensive experience in Payroll preparation; Payroll taxes; Bookkeeping; Inventory; Accounts payable; Accounts receivable; Human resources management. Expert in Quickbooks, various church software and other software applications. Email.
Rebecca Blankenship – Bookkeeper, Accounting Department Group – Experience in Payroll preparation; Payroll taxes; Bookkeeping; Inventory; Accounts payable; Accounts receivable. Expeienced in Quickbooks and other software applications. Email.
ROANOKE OFFICE SENIOR STAFF
Jay Moore, CPA – Manager – Mr. Moore has over 40 years of diversified experience in all areas of business and personal taxation, trust taxation and planning, financial planning, audit, estate planning, accounting practice management, mergers and acquisitions and executive compensation. He was the managing partner for J. Moore & Company, PC, Certified Public Accountants and its predecessor organization for 30 years. He is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. Email.
Kris Bertholf, CPA – Senior Auditor – Ms. Bertholf has over 19 years of varied public accounting experience with special emphasis in the areas of transportation, healthcare, manufacturing, banking and not-for-profit entities. She is responsible for the firms audit and review engagements, including employee benefit plan audits (401(k), profit sharing and ESOP). Ms. Bertholf has designed and performed internal audits in compliance with the Sarbanes Oxley Act. She began her career with KPMG Peat Marwick where she rose to the position of senior manager in their audit department. She is a member of the AICPA and the Virginia Society of Certified Public Accountants. Email.
Shelly K. Smith, CPA – Senior Accountant – Ms. Smith has over 20 years of experience in public accounting and specializes in the areas of medical practice management, business and individual taxation, pension plan administration and financial statement preparation. She is a member of the AICPA and the Virginia Society of Certified Public Accountants. Email.
Teresa G. Cooper, CPA – Senior Accountant – Ms. Cooper has 28 years of experience in public accounting. Her experience includes corporate and individual taxation, financial statement preparation, general ledger consulting and QuickBooks consulting. She also specializes in hotel accounting, finance and administration. Ms. Cooper also provides assistance with required filings for new entities, S corporation elections, peronal property returns and other business filings. Email.
Brian A. Bond, CPA – Senior Accountant – Mr. Bond has 15 years of experience in various areas of taxation, including individuals, corporations, partnerships, limited liability companies and estates and trusts. His experience also includes all areas of tax, estate and financial planning. He is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. Email.
Stacy Reece – Staff Accountant – Ms. Reece has a bachelor's degree in accounting from Radford University and over 8 years of experience in payroll and payroll tax preparation, bill paying and small business/professional financial statement preparation. Proficient in the use and implementation of various accounting software packages. Email.
Kathy Worrell – Staff Accountant – Ms. Worrell has a bachelor's degree in business administration from Roanoke College and 12 years of experience in small business accounting, including compiled financial statements preparation, business and individual income tax preparation, payroll and payroll tax preparation, bank reconciliations and bill paying. She is proficient in the use of QuickBooks and MAS90 software packages. Email.
Mary Margaret McDonald – Payroll Administrator – Ms. McDonald graduated Cum Laude from Radford University, with a double major (mathematics and statistics) and has over 13 years of experience in payroll and payroll tax processing. She prepares and submits both live and after-the-fact payroll services to wide variety of clients. She is also responsible for multi-state sales tax preparation and has a working knowledge of MAS90, QuickBooks, and Microsoft EXCEL. Email.
Lee McBride – Staff Accountant – Ms. McBride is a graduate of William and Mary College with a degree in mathematics. She has over 15 years of experience in federal and state individual income tax preparation, tax planning and income tax problem resolution. Email.
Lisa Mickey – Bookkeeper – Ms. Mickey has over 10 years of experience in all areas of small business bookkeeping and administration. Her experience includes payroll and payroll tax preparation, general ledger maintenance, bank reconciliations and bill paying. She has extensive experience with QuickBooks software. Email.
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