EXPERIENCED TEAM

Certified Financial Planners

From our corporate team to your local office, we’re all here to serve you.

Chief Operating Officer

Anthony LaBarbera

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Senior Vice President of Tax Services

Ed Lynch, CPA, MT

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Senior Tax Accountant

Dana Sample

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Tax Accountant

Dennis Ervin

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Administrative Assistant

Mackenzie Taylor

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Bookkeeper

Terry Lieberman

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Junior Tax Accountant

Annie Randolph-LaBerge

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Junior Tax Accountant

John Idrovo

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