About Us

Thomas J. Sabotka, CPA, MST, joined the firm in 1995 as a Staff Accountant, became a Partner in 2001, and has served as Managing Partner since 2021. He specializes in business and personal tax and planning services. TJ holds an MS in Taxation from Bentley College Graduate School of Business and a BBA in Accounting from Siena College. He is a member of the American Institute of CPAs and the Vermont Society of CPAs. TJ has served on the boards of Rutland Regional Medical Center, VNA & Hospice of Southwestern Vermont, and Paramount Theatre, demonstrating a strong commitment to community leadership. As a long-time coach at Rutland High School, he has also dedicated many years to mentoring local youth.

Gwen E. Flewelling, CPA, joined the firm in 2005 as a Staff Accountant and became a Partner in 2015. She has extensive experience in business and individual tax planning and preparation, with a focus on non-profit and compliance audit services. Gwen holds a BS in Business Administration from Castleton University, with a concentration in Accounting. She is a member of the American Institute of CPAs, and a member of the Vermont Society of CPAs, serving on the Board of Directors.

Karen A. Bartlett, CPA, joined the firm in 2008 as a Staff Accountant and became a Partner in 2019. She has extensive experience in nonprofit auditing, with a strong emphasis in higher education. Karen holds a BS in Accounting from College of Saint Joseph and an AS in Accounting from Community College of Vermont. She is a member of the Vermont Society of CPAs and the American Institute of CPAs, and is a graduate of the AICPA Leadership Academy.

James B. Reynolds, CPA, became a Partner in 1991, and served as Managing Partner from 2015-2021. He is currently the firm’s Senior Partner. Jim specializes in estate and retirement planning. He holds a BS in Accounting from Castleton University and is a member of the American Institute of CPAs and the Vermont Society of CPAs.

Jeff A. Langmaid, CPA, joined the firm in 2015 as a Tax Manager. His concentrations include tax planning and preparation. Jeff holds a BS in Accounting from Castleton State College. He is a member of the American Institute of CPAs and the Vermont Society of CPAs, and is licensed in both VT and NY.

Steven F. Goyette, CPA, joined the firm in 2018 as a Tax Manager. He specializes in small business and individual tax services. Steve holds a BS in Accounting from Assumption College. He is a member of the American Institute of CPAs and the Vermont Society of CPAs.

Alicia Wallett-Cassidy, CPA, joined the firm in 2021 as a Tax Manager. She specializes in estate, gift, trust, and individual tax planning and preparation, as well as business tax planning, compliance, and preparation services. She has been practicing in Public Accounting since 1984. Alicia holds a BS in Business from College of St. Joseph. She is a member of the American Institute of CPAs and the Vermont Society of CPAs.

Michael Jakubowski, CPA, joined the firm in 2021 as an Accounting & Auditing Manager. He has extensive experience in providing tax planning, consulting, and compliance services to individuals and closely held businesses. Mike holds a BS in Business Administration with a concentration in Accounting from University of Vermont. He is a member of the American Institute of CPAs and the Vermont Society of CPAs.

Janice K. Craig, CPA, joined the firm in 2021 as an Accounting & Auditing Manager. Janice holds BAs in Accounting and English from Westminster College. She is a member of the American Institute of CPAs and the Vermont Society of CPAs.

Carrie Clarke, EA, joined the firm in 2021 as a Senior Accountant. She specializes in corporate and individual income tax preparation, including managing complex tax situations for clients with disorganized or incomplete records. Carrie holds a BS in Business Administration & Accounting from College of St. Joseph. She is a member of the National Association of Enrolled Agents.

Nancy Boise, EA, joined the firm in 2021 as a Staff Accountant and became a Senior Accountant later that year. She specializes in the preparation of individual, corporate, and partnership tax returns. Nancy holds an MBA from Clarkson University and a BS in Accounting and Management from Castleton University.

Lindsay S. Perry joined the firm in 2017 as a Staff Accountant. Her concentrations include payroll, bookkeeping, audits, and tax preparation. Lindsay holds a BS in Accounting from College of St. Joseph.

Adam DeBlasio joined the firm in 2018 as a Staff Accountant and became a Senior Accountant in 2025. His concentrations include accounting, auditing, and tax preparation. Adam holds an MS in Professional Accountancy from University of Vermont and a BS in Finance and Mathematics from Syracuse University.

Rachel Lee joined the firm in 2022 as a Bookkeeper and became a Staff Accountant later that year. Her services include accounting and auditing. Rachel holds a BS in Business Management from Castleton University, graduating Summa Cum Laude.

Elizabeth L. Karle joined the firm in 2025 as a Staff Accountant. She has extensive experience in financial reporting, compliance, and financial operations. Liz holds an MBA in Business Administration with a concentration in Accounting from Southern New Hampshire University and a BS in Accountancy from Bentley University. She is currently pursuing her CPA licensure.

Kelly Beam re-joined the firm in 2009 as a Senior Accountant. She has extensive experience in Condominium and HOA accounting and specializes in the preparation of financial statements, bookkeeping, and payroll tax returns. Kelly holds an AS in Accounting from College of St. Joseph.

Julie Pitts joined the firm in 2014 as a Bookkeeper. She specializes in payroll taxes, tax returns, and all aspects of accounting services and support.

Yamali Chicaña Cacya joined the firm in 2025 as a Staff Accountant. She holds a BS in Accounting from National University of San Agustín, Peru and is pursuing an MBA in Accounting from Vermont State University.

Jonathan Felesky joined the firm in 2026 as an Intern and became a Staff Accountant later that year. He holds a BA in Accounting with a minor in Computing & Information Studies from Washington and Jefferson College. He is currently pursuing his CPA licensure.

Scotti Bernal joined the firm in 2019 as an Administrator and became Operations Manager in 2025.

Lori Opsommer joined the firm in 2022 as an Accounting Systems Consultant. She specializes in accounting software integrations, software training, and accounting system setup / cleanup. She also has experience consulting clients on registering a new business, setting up payroll, and developing more efficient remote work environments.

Susan Barnes joined the firm in 2021 as a Receptionist and Office Assistant.

Amanda Posch, CGMA, joined the firm in 2022 as a Bookkeeper. She holds an AS in Business from Community College of Vermont.

Sara Rutigliano joined the firm in 2024 as an Administrative Assistant.

Paula Valente joined the firm in 2024 as a Bookkeeper.

Wendy Commiskey re-joined the firm in 2025 as an Office Administrator. She has extensive experience in bookkeeping, organizational and administrative responsibilities, and customer service.

Morgaen Muñoz joined the firm in 2025 as an Administrative Assistant.

Thomas S. O’Brien, CPA, co-founded the firm in 1987 with Tom Shortle and served as Managing Partner of the firm for its first 10 years. He is now retired. Tom specialized in retirement and estate planning. He holds a BBA in Accounting from Iona College and is a member of the Vermont Society of CPAs, the American Institute of CPAs, the American Accounting Association, and the New York State Society of CPAs.

Thomas B. Shortle, CPA, CVA, co-founded the firm in 1987 with Tom O’Brien and served as Managing Partner from 1998 through 2015. His concentrations are in business and personal income tax planning and compliance and advisory services. Tom holds a BS in Business Administration from Castleton University and is a member and former President of the Board of Directors of the Vermont Society of CPAs and a member of the American Institute of CPAs and the Vermont Board of Accountancy.