Team

Donald N. Hoffman, MS, CPA
Managing Partner
Specializing in: Accounting, Tax Planning, Business Consulting, Strategic Planning, Business Succession, Buy/Sell Agreements, Acquisitions and Mergers, Estate Planning

Michael Price, CPA
Director
Specializing in: Accounting, Tax Planning, Estate Planning, Succession Planning, High Net Worth Income Taxes, Trust Taxes, Management Advisory Services, Mergers and Acquisitions

Lulu Kauffman, MBA
CFO
Specializing in: Financial Reporting, Enterprise Resource Planning, Financial Statements, Internal Controls, Strategic Planning, Forecasting and Budgeting

Melanie Gibson, CPA
Manager
Specializing in: Accounting, Corporate Tax, Partnership Tax, Individual Tax, Tax Planning & Consulting, Payroll Tax

Andriy Tarnovetskyy, MS, CPA
Manager
Specializing in: Accounting, Audits, Reviews & Compilations, Financial Statement Preparation, Employee Benefit Plan Audits, Strategic Planning

Robert Cassizzi, Jr.
Tax Specialist
Specializing in: Partnership, Corporate, Estate, Gift and Individual Returns, Tax Planning and Consulting


Saul Bashoff, CPA
Director
Specializing in: Forensic Accounting, Cash Flow Planning, Profit Maximization, Mergers & Acquisitions, Financial Turnaround, Expense/Waste Control, Strategic Tax Planning, Troubleshooting, Debt Management, Operational Refinement


Megan O’Donnell
Marketing Specialist
Specializing in: Marketing, Public Relations, Advertising, Communications, Branding