Rick specializes in small business and individual income tax preparation and planning, as well as financial statement preparation for both for-profit and not-for-profit entities. He is a member of both the American Institute of Certified Public Accountants and the Connecticut State Society of Certified Public Accountants. Born in West Hartford, Connecticut, Rick graduated from Central Connecticut State University and obtained his Masters of Business Administration from the University of Hartford in 1981.
Rick has over 40 years of public accounting experience. He joined the firm in 1994 and became a partner in 2000. He has served on the Board of Directors of the Avon United Way, presently serves as the Treasurer of St. Ann’s Cares in Avon, Connecticut, and is a continuing member of the Farmington Valley chapter of BNI International. Richard loves reading, and enjoys listening to blues music and watching sports.
David specializes in for-profit and not-for-profit audits, reviews and compilations. In addition, he specializes in individual and business income tax preparation, tax planning, and trust and estate taxation, with over a decade of experience in public accounting serving the manufacturing, construction, oil and gas, food services, legal services, medical services and not-for-profit industries. David graduated magna cum laude and received his Bachelor of Science degree with a concentration in Accounting from the University of Hartford, Barney School of Business, in 2008. He joined the Firm in 2010 and became a partner in 2013. He is a member of the American Institute of Certified Public Accountants and the Connecticut State Society of Certified Public Accountants.
David is a native of Connecticut having grown up in the town of Berlin. He is an active member of the Avon Chamber of Commerce and enjoys giving back to the community as a member of the Church of Saint Ann. David has a passion for playing and watching sports, and enjoys listening to music, watching movies, and reading. Most of all, he enjoys spending time with his two children.
Margaret, better known as Peg, specializes in generational wealth transfer taxation strategies with a special emphasis on estate, trust and gift tax planning. Peg has over 40 years of experience in public accounting in all forms of income tax preparation and planning. She is a member of both the American Institute of Certified Public Accountants and the Connecticut State Society of Certified Public Accountants. Born and raised in the town of Avon, Peg received her Bachelor of Science degree with a concentration in Accounting from Bentley College in 1975, and joined the Firm and later became a Partner in 1993.
Over the years, Peg has played an active role in the community and other outreach programs. She is an active member of the Avon Chamber of Commerce, having served as a member of the Board of Directors, and was awarded the Loren Bristol Spirit Award in 2015 for her continued involvement in the community and helping those in need. Peg maintains a position on the Board of Trustees of Simsbury United Methodist Church, has been involved in numerous disaster relief projects with the Volunteer in Missions division of the Church, and participates on the administrative committee of the Avon Dollars for Scholars. In her free time, Peg is an active member of the Connecticut Valley Porsche Club and is considered a Porsche enthusiast who loves visiting the track to race cars, teaching high speed driving on the race track, motorcycle touring, and spending quality time with her husband and family.
Sandy is a native of the Litchfield Hills and received her Associates Degree in Computer Systems Technology from Northwestern Connecticut Community College in Winsted, Connecticut. Sandy has over 15 years of experience as an Administrative Assistant for a diverse group of companies representing a spectrum of products and services. She joined the firm in 2011 and immediately put her knowledge to work, streamlining the day to day operations of the Firm.
Sandy enjoys interacting with the general public and has become a key client contact individual. She is an avid animal lover and spends some of her spare time training and competing in obedience trials with her dogs. In addition, Sandy enjoys arts and crafts, painting, and spending quality time with her husband and their daughter.