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.
Jeff received his CPA credentials in 1993, and joined the firm in in November of 2015. In his spare time he enjoys hunting and riding his motorcycle.
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 […]
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 is a staff accountant, 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 with experience in both […]
Stephen Montanez joined the firm in 2018 as a Staff Accountant. Stephen is actively working on obtaining his CPA license. Stephen was a former IRS agent and auditor and has extensive experience with hospitality industry finance and accounting. Stephen is also a classically trained pastry chef. Stephen has two young children and enjoys fishing in […]
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 […]
