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Services Archives: Tax Planning & Preparation Services

Nancy Lyman, EA

Tax Supervisor

Nancy Lyman, EA joins our firm with many years of tax experience in the preparation of individual, corporate and partnership tax returns. She has served in various leadership positions with the National Association of Enrolled Agents, currently serving as Treasurer. Nancy is a River Rat who is thrilled by the adventure of whitewater rafting. She […]

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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. 

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Peter G. Valente, CPA

Tax Manager

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. 

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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 […]

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Jeff Langmaid, CPA

Tax Manager

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.

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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. […]

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James B. Reynolds, CPA

Senior Partner

James B. Reynolds, CPA, became a partner in 1991 and managing partner in 2015. He served as the firm’s managing partner through 2021. Currently the firm’s senior partner, Jim specializes in the area of Estate and Retirement Planning.

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Karen A. Bartlett, CPA

Partner

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 […]

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