Adam has been with T&C for 16 years and currently works as a Tax Manager. He takes pride in being a trusted advisor to many different clients and being given the privilege of helping them reach their financial goals. As a third generation CPA, his career was launched by helping his father prepare spreadsheets and workpapers for his clients before he even went to college. Adam consistently brings his integrity, devotion, and determination, as well as his opinions as a contrarian thinker to provide the best client experience.

Anna, a graduate of Pace University, currently serves as a manager and takes pride in training staff and helping clients. Having worked at T&C for 18 years, she specializes in SALT and thanks her years of experience in public accounting and two children for strengthening her industry expertise and leadership skills. In her free time, you can find her whipping up something tasty in the kitchen.

Phillip utilizes his experiences of being an immigrant growing up in diverse places to serve as a Manager working with people with diverse backgrounds, incomes, and ways of life. He is the go-to person for devising notice response letters to help clients with abating penalty notices from government authorities. Whenever he finds a spare moment, he enjoys outdoor walks, exploring nature, and camping with his family.

Kia is a longtime employee of T&C, having dedicated her specializations in partnership & corporation taxation, as well as real estate transactions for 18 years. Driven by her personal values of honesty, integrity, and loyalty, she takes great satisfaction from working independently with different clients on a daily basis to assist with various management functions and decisions. Apart from her job, she loves watching professional sporting events, such as basketball and football, as well as playing softball and golf herself.

John brings his specialization in 1031 and qualified opportunity funds to excel in his position as a supervisor for T&C. He is a firm believer in the power of technology to streamline processes and increase productivity. He values being kind to others and taking care of his family. When he isn’t assisting clients, he enjoys music, comedy, and reading.

Kelly, in her fifth year at T&C, is driven by her values of integrity, generosity, creativity, and service to others to serve as a supervisor. Her favorite part of her job is getting to collaborate with her coworkers and a diverse group of clients. When she finds a spare moment, she enjoys playing and singing for weddings/events, reading, and traveling.

After working at T&C for one year as an intern, David decided to make it his new home for the next ten years and has since worked his way up to his current position as a Tax Manager. He thanks T&C for his diversity of knowledge, as the company exposes every level of accountancy to a variety of work. David brands himself as one of the ‘works hard plays hard types’ and unwinds from his hard work with a good book, video game, a nice hike, 5k, or tough mudder.

Kimberly is fueled by her love of working with various clients in different industries and in various life stages. She serves as a manager specializing in partnerships, s-corporations & 990’s, and the Tax IT Team. Her time spent working as a generalist in the accounting industry has exposed her to a diverse set of businesses to add to her expertise. When she isn’t working with the tax IT team to integrate new technology, she can be found cooking, running, or playing with her daughter and dog.