Your staff has what I call old fashioned values - they are polite, respectful of each other as well as me, professional, and upfront with everything from information to costs. I do not get buried in terminology instead of getting my questions answered...


-Mark Mayo, Mayo's Pets & More
Northboro, MA


 


Linda M. Smith, CPA Linda M. Smith, CPA, Managing Partner

Linda graduated summa cum laude from Bentley College in 1986, and became Certified as a Public Accountant in 1990. After working for 7 years at a small MetroWest CPA firm, in 1993, Linda established a CPA firm which offers accounting, auditing and tax services for individuals, small businesses and nonprofit organizations. Linda manages our nonprofit accounting, auditing and tax services.

Maureen L. Sullivan, CPA Maureen L. Sullivan, CPA, Partner

Maureen graduated from Bentley College in 1985, began her career with BDO Seidman, and became Certified in 1989. After 4 years at Seidman, Maureen worked 5 years at a South Shore CPA firm, and then worked in the private sector for approximately 8 years before returning to public accounting. Maureen manages our small business and individual accounting and tax services. Maureen joined our Firm in October 2001 and was admitted as Partner in January 2009. She is also responsible for supervising our peer review program and ensuring that our Firm remains in compliance with industry-wide standards.

Sandra M. Brown, CPA Sandra M. Brown, CPA, Senior Audit Manager

Sandy graduated from the University of Oklahoma and began her career in public accounting at Price Waterhouse, where she worked in Oklahoma and Illinois from 1988 - 1992. Sandy was Certified in the State of Oklahoma, and licensed in the States of Oklahoma, New Jersey, and Massachusetts. After relocating to New Jersey, Sandy became a Partner of a small firm, where she headed up the nonprofit accounting and auditing practice from 1994 - 1997. After taking time to raise a family, Sandy joined our Firm in August 2003 as a nonprofit Audit Manager.

Kristen King, CPA Kristen King, CPA, Audit Manager

Kristen graduated from Assumption College in 1987 and became Certified in 1993. Kristen spent 8 years in public accounting with the firms of McCarthy, Hargrave & Co. and Mullen & Company before establishing her own accounting and consulting practice in 1995. For approximately 12 years, Kristen operated as a consultant, part-time CFO, and tax preparer to a variety of businesses and charitable organizations. Kristen has extensive experience with nonprofit accounting and auditing engagements in addition to small business tax and consulting services. We welcomed Kristen to our Firm in January 2007, where her primary focus is with nonprofit organizations.

Wendy Peterson, MBA, ACA Wendy Peterson, ACA, MBA, Audit Manager

Originally from the UK, Wendy received her undergraduate degree from Nottingham University in England. She received her MBA with a finance concentration from the University of Nebraska in 1993 and became a member of the Institute of Chartered Accountants in England and Wales in 1998. Wendy's public accounting experience includes 4 years with Grant Thornton in the UK, followed by 6 years with Price Waterhouse Coopers in both the UK and the US offices. Wendy's positions were dedicated to auditing. We were pleased to welcome Wendy to our Firm in July 2005.

Alyssa Stagno, CPA Alyssa Stagno, CPA, MST, Audit Manager

Alyssa graduated cum laude from Boston College in 1996, where she received her bachelor's degree, and magna cum laude from Suffolk University in 2004, when she earned her degree of Master of Science in Taxation. Since 1996, Alyssa has worked in public accounting with the Firms of Pannell Kerr Forster, PC and Sullivan Shuman & Freedberg, LLC (now merged with Kahn, Litwin, Renza & Co., Ltd.). While Alyssa worked with a variety of small business and nonprofit clients, her specialty developed with nonprofit accounting, auditing and reporting. Alyssa brings her extensive nonprofit auditing experience to our Firm effective January 2011.

Janis L. Orel Janis L. Orel, CPA, CCPS Tax Manager, Certified QuickBooks ProAdvisor

Janis graduated from Southeastern Massachusetts University in 1985 and became Certified in 1991. Janis brings 20 years of public accounting experience to our Firm, working with accounting firms such as Godes, Schaffer, and Company, PC, Abrams Little-Gill Loberfeld, PC, and Levine, Katz, Nannis and Solomon, PC. Janis has extensive experience providing accounting, tax and consulting services to small businesses and individuals. Janis has also achieved the designation as a Certified College Planning Specialist, Certified QuickBooks ProAdvisor, and a Notary Public. We were pleased to welcome Janis to our Firm as a Tax Manager in November 2011.

Marcia Espinoza Marcia Espinoza, CPT, Audit Senior

Marcia graduated from Universidad Autonoma de Baja California, Mexico in 1995 and obtained the Certificate of Professional Examination in Mexico in 1997. Marcia has over 9 years of work experience with Arthur Andersen in Baja California, Mexico, Deloitte & Touche in Madrid, Spain, ValienteHernandez, currently merged with Larson Allen, LLP in Tampa, and Ernst & Young in Boston. Marcia has experience working with SEC clients, small businesses and nonprofit organizations, and is fluent in Spanish. Marcia joined our Firm in June 2008.

Sandra J. Fallow Sandra J. Fallow, Accounting Services Manager, Certified QuickBooks Pro Advisor

Sandy graduated from Bryant College in 1984 and began her career in the private sector. In 1995, she joined the CPA firm Sansiveri, Kimball & McNamee, LLP as Controller for 5 years, before joining a high-technology company as Senior Accountant. Sandy joined our Firm in March 2002, became a Certified QuickBooks ProAdvisor and works with our small business and nonprofit clients in the matters of accounting system set-up and consulting.


Jennifer DeVincent Jennifer DeVincent, Accounting Support

Jennifer graduated from Framingham State College in December 2003 and joined our Firm in January 2004. In addition to small business bookkeeping support and individual, small business and nonprofit tax preparation, Jennifer formalizes all client financial reporting packages and oversees the maintenance of firm programs which track the progress and completion of all client engagements and tax filings. Jennifer also ensures that all other administrative office functions are completed in an efficient and timely manner.

Taryn L. Delany Taryn L. Delaney, Administrative Assistant

Taryn graduated from Southern New Hampshire University in May 2005. After graduation, Taryn began as a Regional Account Service Coordinator with Reebok International, Ltd. for 2 years, then joined Jones & Bartlett Publishers as the Senior Sales Administrative Assistant, providing extensive sales support to a sales team of 8. Taryn joined our practice in January 2011and coordinates our tax appointments, oversees the assembly, delivery and tracking of your personal and business tax returns, oversees the administrative process of the Firm, and ensures that your phone calls and questions are delivered to the appropriate staff.

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Smith, Sullivan & Company, PC
Tel: 508-871-7178
contact@smithsullivancpa.com
Fax: 508-871-7179
80 Flanders Road, Suite 200
Westborough, MA 01581
Memberships:
American Institute of Certified Public Accountants, Corridor Nine Area Chamber of Commerce
Massachusetts Society of Certified Public Accountants, Massachusetts Nonprofit Network Metrowest Chamber of Commerce, National Association of Women Business Owners