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