Alan Gordon Lipson
CPA, JD, Managing Partner

Joseph P. Kovalcheck, Jr.
CPA, CFP, Partner, Tax

Anthony G. Micheli
CPA, Partner, Tax

Cynthia J. Rhyner
JD, LLM (taxation), Partner, Tax, Family Office Services

Patrick O. Mullin
CPA, CMA, Manager, Tax

David L. Strong
JD, Senior, Tax

Kimberly L. Heman
JD, Senior, Tax, Family Office Services

Jenna R. Trautman
Tax Professional

Jennifer L. Rowen
Office Manager

Jenny L. Castillo
Administrative Assistant/Secretary