Jim Carey, CPA - Jim is a graduate of Rochester Institute of Technology and has been a certified public accountant since 1969.  After an apprenticeship with a Rochester CPA firm he spent his earlier career as a controller for small and medium sized businesses.  In 1986 he returned to public practice and opened an office in Penn Yan.  With his background working with the owners of small businesses, Jim brings an entrepreneurial approach to his role of financial and tax advisor.

Don Raymond, EA - Don is a graduate of SUNY at Binghamton and had a previous career with the US Navy.  As an enrolled agent, Don is required to maintain his skills in all areas of tax preparation through on-going education.  Within the firm Don’s specialty is individual and business tax preparation, estate tax preparation and computer software assistance.

Sue Falvey, EA - Sue is also an enrolled agent and a graduate of Hartwick College.  Sue does much of the payroll preparation for our clients, individual tax preparation and is our primary research staff member.

Kim Curran - Kim is the office manager and manages the scheduling of appointments and the overall office organization.

Karen Darrin – Karen holds a finance degree from Alfred University. She has held a variety of accounting positions and works in our payroll processing area and assisting clients with Quickbooks solutions.