partners

Robert B. Charlton, CPA

Accounting, Audit, Business Advisory, Tax-Trust and Estate Planning

Partner | (973) 328-1825 | Email Robert

Industries served: Construction Contractors, Healthcare, Manufacturers, Private Enterprise and Family Owned Businesses

Bob specializes in accounting and commercial advisory and tax services for professional service groups, health care providers, real estate, manufacturing, construction contractors and not-for-profit organizations. Bob provides income tax, financial, estate tax and retirement planning for corporate officers and individuals. He also includes tax preparation and compliance services as part of his professional offerings. His past experience includes business valuation and forensic services, banking and broker/dealer auditing.

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Douglas S. Collins, CPA

Accounting, Audit, Business Advisory, Fraud and Forensics, Tax-Trust and Estate Planning

Partner | (973) 328-1825 | Email Douglas

Industries served: Construction Contractors, Manufacturers, Private Enterprise and Family Owned Businesses Real Estate

Doug specializes in tax services for financial institutions, medical and professional service organizations, manufacturing, nursing homes, real estate developers, employee benefit plans, and construction contractors. He is also expert in tax and consulting services for client shareholders, officers and other executives and individuals.

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Thomas R. Dartnell, CPA/PFS, PSA

Accounting, Audit, Business Advisory, Tax-Trust and Estate Planning

Partner | (973) 328-1825 | Email Thomas

Industries served: Not-for-Profit, Private Enterprise and Family Owned Businesses

Tom has expertise in the area of attestation engagements which includes the audit of not-for-profit organizations and commercial enterprises. He also specializes in tax planning and preparation for clients operating in various industries which include not-for-profits, employee benefit plans, service businesses and professional practice entities.

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Valerie Dolan, CPA, RMA, PSA

Audit, Business Advisory

Partner | (973) 328-1825 | Email Valerie

Industries served: Governmental Entities

Valerie specializes in audit services for our public entity clients including local municipalities, county governments, school districts, public libraries and joint insurance funds. She performs not only financial audits, but also numerous single audits in accordance with the Single Audit Act and OMB Circular A-133.

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Marcia A. Geltman, CPA

Accounting, Audit, Business Advisory, Tax-Trust and Estate Planning

Partner | (973) 328-1825 | Email Marcia

Industries served: Private Enterprise and Family Owned Businesses

Marcia specializes in estate and income tax planning as well as income tax audit representation. She previously spent 15 years as a Revenue Agent with the Internal Revenue Service, during which time she served as a member of the IRS Instructor's Cadre and Speakers Panel. Marcia has been a guest writer on tax topics with the NJSCPA and served on the editorial staff for Tax Impact, a quarterly tax newsletter.

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Deirdre M. Hartmann, CPA

Accounting, Business Advisory, Tax-Trust and Estate Planning

Partner | (973) 328-1825 | Email Deirdre

Industries served: Healthcare, Private Enterprises and Family Owned Business

Deirdre specializes in healthcare advisory services and personal and business income tax planning. She is a frequent lecturer, writer and advisor for medical practices and facilities on a wide range of topics including practice efficiency, revenue cycle analysis, analyzing physician contracts, year-end tax tips, and information systems for physician practices.

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Francis J. (Bud) Jones, CPA, RMA, PSA

Audit, Business Advisory, Fraud and Forensics

Partner | (973) 328-1825 | Email Bud

Industries served: Governmental Entities

Bud specializes in audit and consulting services for municipalities, counties, county colleges, school districts, and joint insurance funds. In addition, Bud has consulting expertise in utility rate studies, internal control reviews, school district regionalization and de-regionalization studies, technology projects, capital project financing and related debt offerings.

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Kathryn L. Mantell, CPA, RMA, PSA

Audit, Business Advisory

Partner | (973) 328-1825 | Email Kathi

Industries served: Governmental Entities

Kathi’s expertise is in audit and consulting for various governmental entities including municipalities, counties, authorities, libraries, and school districts within New Jersey.  She not only holds a Certified Public Accountant (CPA) license, but also holds Registered Municipal Accountant (RMA) and Public School Accountant (PSA) licenses in order to practice her field of specialty.

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Timothy J. Mehaffey, CPA, PSA,

Accounting, Audit, Business Advisory, Fraud and Forensics, Tax-Trust and Estate Planning

Partner | (973) 328-1825 | Email Tim

Industries served: Construction Contractors, Manufacturers, Private Enterprise and Family Owned Business

Tim is currently the Managing Partner of the firm. In addition, Tim specializes in accounting services, acquisitions, sales of businesses and retirement plan design and implementation for entrepreneurs, family businesses, small to medium sized manufacturing companies, building contractor services, professional service businesses, automobile dealerships, real-estate companies, retail establishments and healthcare providers.

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John Mooney, CPA, RMA, PSA

Audit, Business Advisory

Partner | (973) 328-1825 | Email John

Industries served: Governmental Entities

John specializes in performing county, municipal, school district and college audits for our governmental entity clients. With a strong knowledge of the complexities facing municipalities in New Jersey, John enjoys being a trusted advisor to his clients and their elected officials in the areas of accounting, audit, budget and compliance such as financial analysis and fraud detection. John is a frequent speaker at seminars and conferences on governmental accounting, audit and internal control issues.  

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Raymond Nisivoccia, CPA, RMA, PSA

Accounting, Business Advisory, Tax-Trust and Estate Planning, Team

Partner | (973) 328-1825 | Email Raymond

Industries served: Private Enterprise and Family Owned Businesses

As the founding partner of Nisivoccia LLP, Raymond specializes in the areas of tax, governmental accounting, financial planning and management advisory services for a broad base of clientele operating in many different business industries and professions.

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Anthony P. Rispoli, CPA

Accounting, Audit, Business Advisory

Partner | (973) 328-1825 | Email Anthony

Industries served: Not-for-Profit, Private Enterprise and Family Owned Businesses

Anthony specializes in accounting and audit services for profit and not-for-profit business entities. In addition, he also has experience in quality control processes for commercial segments of professional services firms.

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Dominick J. (Nick) Sarinelli, CPA, CFE

Accounting, Business Advisory, Fraud and Forensics, Tax-Trust and Estate Planning

Partner | (973) 328-1825 | Email Nick

Industries served: Construction Contractors, Manufacturers, Private Enterprise and Family Owned Businesses, Real Estate

Nick specializes in audit, accounting, tax and consulting services for clients in medical service organizations, manufacturing, construction contractors, computer consulting, condominium and other realty associations, legal, engineering, and other professional services organizations. He also has expertise in litigation support and guardianship accounting services.

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Raymond G. Sarinelli, CPA, RMA, PSA

Audit, Business Advisory

Partner | (973) 328-1825 | Email Ray

Industries served: Governmental Entities

Ray specializes in annual and special audits for municipalities, counties, utility authorities, school districts, county colleges, libraries and federal and state grants. He is also expert in financial consulting services such as internal control reviews, bond and note offerings, assistance in preparing financial statements and budgets, accounting system design, feasibility studies, and operational reviews.

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William F. Schroeder, CPA, RMA, PSA

Audit, Business Advisory

Partner | (973) 328-1825 | Email Bill

Industries served: Governmental Entities

Bill specializes in audit and financial advisory services for municipalities, counties, utility authorities, school districts and libraries. He also has expertise in budget and financial planning, debt management and financing plans, and the development of internal control systems.

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Heidi Wohlleb, CPA, RMA, PSA

Audit, Business Advisory

Partner | (973) 328-1825 | Email Heidi

Industries served: Governmental Entities

Heidi specializes in annual and special audits for municipalities, counties, utility authorities, county colleges, school districts and libraries as well as Federal and State Grants.

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David H. Evans, CPA, RMA, PSA

Audit, Business Advisory, Team

Partner | (973) 328-1825 | Email Dave

Industries served: Governmental Entities

Dave specializes in annual and special audits for municipalities, counties, utility authorities, school districts, county colleges, libraries and federal and state grants. He also has expertise in financial consulting such as internal control reviews, bond and note offerings, financial statements and budgets, accounting system design, feasibility studies, and operational reviews.

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Christopher P. Lynch, CPA

Partner | (973) 328-1825 | Email Chris

Industries served: Private Enterprise and Family Owned Businesses

Chris' expertise includes audit, tax and accounting services for large and small manufacturing companies, real estate developers, financial institutions, service businesses, professional practices, and not-for-profit organizations. He also served as Managing Partner of the firm from 2004-2012.

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Albert J. Passanante, CPA, PSA

Partner | (973) 328-1825 | Email Albert

Industries served: Private Enterprise and Family Owned Businesses

Al specializes in estate planning techniques, tax aspects of corporate acquisitions and dispositions, leveraged buyouts, business succession planning, as well as tax and financial planning for high net worth individuals. He also has extensive IRS audit expertise.

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