Thomas B. Shortle, CPA, CVA, is a co-founder of the Firm and served as Managing Partner from 1998 to June 30, 2015. While active in all areas of client service, he specializes in business advisory services, including business valuations and holds the designation of Certified Valuation Analyst. In addition, he has had extensive experience providing litigation support for the legal community.
Mr. Shortle received a B.S. in Business Administration from Castleton State College. Tom is a member of the American Institute of CPAs and the Vermont Society of CPAs, having served the latter as President of the Board of Directors. He is also a member of The National Association of Certified Valuation Analysts as well as a member of the Vermont Board of Accountancy.
Active in the community, He currently serves as a member of the Accounting Advisory Committee at Stafford Technical Center in Rutland and a member of the Board of Directors of the Rutland Area Visiting Nurses Association & Hospice.
Tom can be contacted by email at:
James B. Reynolds, CPA, became a partner in 1991 and managing partner July 1, 2015. He serves as the manager of the Firm’s Accounting and Auditing Department and specializes in the area of Estate and Retirement Planning. He also manages the Firm’s computer consulting service.
Mr. Reynolds graduated from Castleton State College with a B.S. in Accounting. He was a member of the adjunct faculty at the College of St. Joseph in Rutland from 1987 through 2001. He is currently a member of the council for the American Institute of CPAs. He also presently serves as chair of the board for the Vermont Society of Certified Public Accountants.
Along with other members of the Firm, Mr. Reynolds donates his time to the community. Prior community service includes being president of the West Rutland Library, president and treasurer of the West Rutland Development Corporation, Treasurer of Neshobe Golf Club and chair of the REDC finance committee.
Jim can be contacted by email at:
Thomas J. Sabotka, CPA, 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.
Mr. Sabotka graduated from Siena College with a BBA in Accounting in 1995. He completed his Masters of Science in Taxation from Bentley College McCallum Graduate School of Business. He is a member of the American Institute of CPAs and Vermont Society of CPAs.
Mr. Sabotka was born and raised in the Rutland and has stayed active within the community. He has been the freshman football coach at Rutland High School since 1995. During his free time, he enjoys spending time with is wife Traci and four young children. He also enjoys competing in various triathlons and marathons.
T.J. can be contacted by email at:
Gwen Flewelling, CPA, became a partner in 2015. She specializes in assurance services and compliance for non-profit and other organizations.
Mrs. Flewelling graduated from Castleton University with a B.S. in Business Administration in 2003. She is a member of the American Institute of CPAs and Vermont Society of CPAs.
Along with other members of the Firm, Mrs. Flewelling donates her time to the community. She serves as Vice President of the Rutland Young Professionals, Treasurer of the Rutland County Parent Child Center, and a member of the Rutland City Rotary.
Gwen can be contacted by email at:
Gwen Flewelling, CPA
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 in Accounting and is licensed to practice public accounting in Vermont, New York and New Jersey. He is a member of the American Institute of CPAs, the American Accounting Association and the CPA Societies of both Vermont and New York. He is also an Assistant Professor of Business at the College of St. Joseph in Rutland, having been on the adjunct faculty since 1975.
Prior community and professional service includes memberships on the boards of the Rutland Regional Medical Center and the Rutland Free Library. Mr. O’Brien is also a Past-President of the Vermont Society of CPAs and Past Chairman of both the Vermont Board of Public Accountancy and the Mill River Union High School Board. He currently serves on the Board of Heritage Family Federal Credit Union and is a member of the Regional Advisory Board of the Stafford Technical Center. Tom is a volunteer at Rutland Regional Medical Center.
Tom can be contacted by email at: