Menu

Services Archives: Accounting & Auditing

Ryan Bonar

Staff Accountant

Ryan is from Starksboro, Vermont.  He graduated from Castleton University in 2022 with an Accounting major and a minor in Finance.  He was part of the business club and golf club at Castleton.  Ryan is working towards becoming a CPA, and likes to spend his free time playing golf, disk golf, skiing, or hiking

View Profile

Rachael Lee, Accountant

Bookkeeper

Rachael joined the firm in March 2022. She graduated from Castleton University with a bachelor’s degree in Business Management, Summa Cum Laude. She enjoys plants, art, and spending time with her dog Roxie.

View Profile

Michael Jakubowski, CPA

Accounting & Auditing Manager

Outside the office, Mike enjoys spending time with his wife, two sons, two granddogs, and attending local sporting events.

View Profile

Alicia Wallett-Cassidy, CPA

Tax Manager

Alicia has been practicing in Public Accounting since 1984. She has extensive experience working with individuals, closely held businesses and estates and trusts. During her free time she enjoys being outdoors and spending time with family and friends and hiking with her dog Newton.

View Profile

Lori A. Marcy, CPA

Senior Accountant

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. 

View Profile

Kathryn McGrath, CPA

Senior Accountant

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 […]

View Profile

Kelly Beam

Senior Accountant

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

View Profile

Thomas J. Sabotka, CPA, MST

Managing Partner

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. TJ has been the firm’s managing partner since July 1, 2021. […]

View Profile