Meet Our Teams
Practice Owners Team
Andrew Schwartz, C.P.A.
Founder, Managing Partner, Director of Practice Owners Department, Accountant
Kevin Miller, C.P.A.
Manager of Practice Owners Department, Accountant
Jacob Heath, E.A., M.S.T.
Accountant, Practice Owners Department
Anita Cziraki, C.P.A. (Licensed in NC), C.V.A.
Accountant, Practice Owners Department
Pratik (Pat) Patel
Accountant, Practice Owners Department
Xin Zhong
Accountant, Practice Owners Department
Kevin Mourning
Accountant, Practice Owners Department
Sam Brien
Accountant, Practice Owners Department
Sharon Stevelman
Paraprofessional, Practice Owners Department
Healthcare Professionals Team
Richard Schwartz, C.P.A.
Partner, Director of Healthcare Professionals Department, Accountant
Amanda Mauriello, C.P.A.
Senior Accountant, Healthcare Professionals Department
Michael Bohigian, C.P.A.
Accountant, Healthcare Professionals Department
Xiaoying (Phoenix) He, C.P.A. Candidate
Accountant, Healthcare Professionals Department
Liz Mogauro
Paraprofessional, Healthcare Professionals Department
Operations and Marketing Teams
Julianne Beauregard
Director of Marketing and Operations
Jill Conroy
Firm Bookkeeper
Deb McWade
Front Desk and Client Services Manager
April Moore
Database Coordinator
Jen Luoma
Front Desk & Client Services Representative
Payroll Team
Greta Malstrom
Payroll Manager, Firm HR Manager
Kim Quattrocchi
Payroll Administrator
Anne Baynes
Payroll Administrator
Rachana Shah
Payroll Administrator
Libby Coveno
Payroll Administrator