[ Partners/Owners ] [ Professional Staff ] [ Support Staff ]
Susan
O. Berger
Sue is a staff accountant in our Marco office.
She received her Bachelor of Science from Lyndon State in 1985
and has over 15 years of public and private accounting
experience. Sue relocated to Marco Island from Vermont in 1998
and joined the firm in June 2002.
Her
responsibilities include preparation of monthly and annual
financial statements for small business clients and condominium
associations in addition to their payroll and sales tax returns.
Sue is also involved in the preparation of individual and
corporate income tax returns and assists on audit engagements.
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Qiong (Kim) Chen,
CPA
Kim joined our firm on January 1, 1999. She
earned her Bachelor of Economics degree in Insurance from
Shanghai Economics and Finance University in 1991. She
graduated from Old Dominion University in 1999 with a Master
of Science degree in Accounting. She is a Florida CPA.
Before joining the firm, she was a graduate research assistant
with the accounting department of Old Dominion University.
Currently Kim is responsible for the preparation of individual,
corporate, foreign corporate, partnership and non-profit tax
returns as well as trust and gift tax returns.
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Teresa A. DiSciullo
Terri is a staff accountant in our Marco Island
office. She earned her Bachelor of Science degree in
Accounting from Bryant College in Smithfield, Rhode Island.
Terri was a senior accountant for the largest hospital in Rhode
Island for nine years before relocating to Florida. She was
responsible for cash management, fixed assets, investments,
capital projects, financial statement analysis, and preparation
of the year-end cost report.
Terri is responsible for the preparation of individual,
corporate, partnership and non-profit tax returns. She also
assists in quarterly and year-end financial statement
preparation and payroll tax reporting for small business
clients.
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Julie R. Fortney
Julie joined our professional
staff in June 2007. She graduated Cum Laude from Kent State
University with a Bachelor of Science in Accounting in 2003.
Upon graduating Julie worked for a public accounting firm
located in Ashtabula Ohio until relocating to Florida. Arriving
in Florida Julie took a job heading the accounting department
for a newly established retail corporation which grew into a 25
store operation. She was employed by the retail corporation for
2 years before returning back to public accounting to pursue her
CPA.
Julie is currently working towards a Masters in Accounting and
Taxation from Florida Gulf Coast University.
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Laura L. Gelman
Laura has been a
staff accountant in our Marco Island office since 1998. She has
over 20 years of private and public accounting experience. Her
resume includes real estate management companies, accounting
firms, and a government security contractor. Laura and her
husband owned three retail operations.
Laura’s areas of responsibility include preparation of monthly
and annual financial reports for our small business clients and
condominium associations. She prepares payroll and sales tax
returns and assists in the preparation of the business tax
returns. As an Intuit Quickbooks Pro Advisor, she is responsible
for setting up, maintaining, and consulting with clients who are
using many versions of the software.
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Carl M.
Gilardi
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Sean
M. Nolan, CPA
Sean joined the Naples office in August of
2003. He graduated from Florida State University with a
Bachelor of Science in 1994 and a Master of Science in 1995.
He is a Florida and North Carolina CPA.
Prior to his employment here, Sean performed cost accounting
duties for two years for a dairy in High Point, NC. Most
recently a Greensboro, NC CPA firm employed him for five years.
Sean's responsibilities for the firm include performing audit
and attestation engagements as well as individual and corporate
tax planning and preparation.
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Debora D. Ferris
Debbie Ferris joined our firm as a staff accountant in July
2004. She is an enrolled agent through the Internal Revenue
Service. She has almost 15 years experience in public and
private accounting. She is currently working on her Bachelor of
Science degree in Accounting from Florida Gulf Coast University.
Debbie is responsible for preparation of corporate,
partnership, non-profit, individual, and gift tax returns.
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Gail A. Buckman
Gail
Buckman has recently re-joined our professional staff in October
of 2006. Formerly, she was Vice President and Controller for a
residential home builder in Naples, Florida and made the
decision to return to public accounting. She has been in both
private and public accounting for eleven years.
Gail graduated in 1994 with a Bachelors of Science in Accounting
from Walsh College in Troy, Michigan and relocated to Marco
Island, Florida upon graduation. Currently she is pursuing her
Florida CPA designation and completing her Masters of Taxation
at Florida Gulf Coast University.
Her concentrated areas of responsibilities are corporate,
partnership, and individual taxation.
Partners/Owners
Professional Staff
Support Staff
