Tom co-founded the firm in 1987 with Tom O’Brien and served as managing partner from 1998 until June 30, 2015. While active in all areas of client service, his concentrations are in business and personal income tax planning and compliance and advisory services including business valuations. He has also had extensive experience providing litigation support […]
James B. Reynolds, CPA, became a partner in 1991 and managing partner in 2015. He serves as the manager of the Firm’s Accounting and Auditing Department and specializes in the area of Estate and Retirement Planning.
Thomas J. Sabotka, CPA, MST, became a partner in 2001. He serves as the manager of the Tax Department. He specializes in business and personal tax and planning services. He also does extensive work in various types of audits for commercial and non-profit entities. During his free time, he enjoys spending time with his wife […]
Gwen E Flewelling, CPA, joined the firm in 2005 and became a partner in 2015. She has extensive experience in business and individual tax planning and preparation, small business accounting and consulting, but over the years has focused her expertise in the areas of non-profit and compliance audit services.
Karen A. Bartlett, CPA, began employment with O’Brien Shortle Reynolds & Sabotka as a staff accountant in 2008 while still working on her associates degree from Community College of Vermont. After graduation, she transferred to College of St. Joseph to pursue her bachelor’s degree in accounting while continuing to gain valuable work experience within the […]
Anna joined the firm in November 2020 as a staff accountant. She graduated from Johnson & Wales University with a Bachelor’s Degree in Accounting. Prior to joining the firm she has had experience within a local Skincare Company and a CPA firm in Rhode Island. In her free time, Anna enjoys walking, painting and […]
Lori is a graduate of Castleton University with a B.S. in Accounting. She has many years of experience in the preparation of payroll, individual, corporate, partnership, and non-profit tax returns. Lori is a certified QuickBooks ProAdvisor and can assist with all QuickBooks needs. She enjoys gardening, quilting, and spending free time with family.
Nancy graduated from Castleton University with a BS in Accounting and Management. She received her MBA from Clarkson University. Nancy is experienced in the preparation of individual, corporate and partnership tax returns. She enjoys hiking, history, learning new things and spending time with family.
Rachel joined the firm in November 2020 as a staff accountant. She graduated from the University of Vermont in 2018 with a Bachelor’s Degree in Business Administration. Rachel attended the Community College of Vermont, graduating in 2016 with an Associate’s Degree in Accounting. Prior to joining the firm she has had a year of experience […]
Jeff received his CPA credentials in 1993, and joined the firm in November of 2015. In his spare time he enjoys hunting and riding his motorcycle.
Kelly rejoined the firm in 2009 as a senior accountant after spending time working in the private sector. She has extensive experience with Condominium and HOA accounting. Kelly is in charge of a number of financial statement engagements, prepares personal and business tax returns and manages a large number of bookkeeping and payroll tax engagements
Mary has worked in the private sector as well as spending over 12 years in public accounting.
Caroline was promoted to senior accountant in November 2018, assisting with audits, reviews and compilations. Caroline has over twelve years of financial and bookkeeping experience. Prior to joining OSRS, she was the business manager for a large plumbing contractor, where she managed all areas of finance and payroll. Additionally, she is a certified Quickbooks ProAdvisor […]
Kathryn McGrath joined the firm in 2018 as a Senior Accountant. She obtained her license to practice as a CPA in Vermont in 2017. Kathryn is experienced with individual and business tax preparation as well as audit and attestation services. She is a member of both the Vermont Society of CPA’s and the American Institute […]
Peter graduated from Castleton University in Castleton, Vermont, and has more than 35 years of experience in public accounting. Peter specializes in taxation of limited liability companies, individuals, businesses, estates, and trusts. He is a member of the AICPA, VTCPA and NATP. Peter is an avid outdoorsman and has a fondness for Labrador Retrievers.
Adam joined the firm in 2018 as a staff accountant. He graduated from the University of Vermont in 2017 with a Masters Degree in Accounting and from Syracuse University in 2016 with a Bachelor of Science Degree in accounting. Adam was an Eagle Scout and enjoys Nascar. He currently volunteers his time at Mount Saint […]
Lindsay joined the firm in June 2017 after spending over 16 years in the Executive Benefit and Insurance field. Payroll, bookkeeping, and tax preparation are a few areas in which Lindsay supports the firm. She has experience within field audits and specializes in personalized client service. In her free time, Lindsay enjoys getting out from […]
Julie joined the firm in November 2014 as a bookkeeper. She supports several community business’ working remotely within their location(s), as needed. She has experience with payroll taxes and tax returns. Julie specializes in all aspects of accounting services and support. In her free time, Julie enjoys her time with family and being outdoors.
Vicki joined the firm in December 2018 as a Receptionist and general office assistant. She has extensive experience with organizational and administrative responsibilities. Vicki’s area of expertise is in hospitality and customer service. In her free time, Vicki enjoys time with her family, writing and time with her beloved dogs.
Thomas S. O’Brien, CPA, is a co-founder of the Firm and served as Managing Partner for the first ten years of its existence. He is now retired. He specialized in the areas of retirement, estate planning, accounting, and tax areas of client service. Mr. O’Brien graduated from Iona College in 1959 with a BBA degree […]
