Roger Ciacco, CPA, CFP is one of the firm's co-Managing Partners.  Roger concentrates his efforts on tax planning, succession planning and family wealth preservation.  In 2001, under his guidance, the firm created Pivotal Planning Group and Pivotal Insurance in response to our clients needing more than just traditional accounting services.

Frank W Sluter, CPA is one of the firm's co-Managing Partners.  Frank heads the firm's auditing and review team where he concentrates on Government Entities, Not-For-Profits, Pension, Profit-Sharing and 401k Plan Audits.  For the 2006-2007 season, Frank served as the President of the Nassau Chapter of the NYSSCPA. 
 

Larry Marchisotta, CPA, CFP is a Senior Partner where he heads the firm's business taxation team.  Larry is dedicated to assisting corporations increase their value and develop succession plans, and working with individual clients on wealth preservation, planning with gift, trust and estate tax matters. 

Bob Bertucelli, CPA, CFP, CLU is a Senior Partner where he specializes in complex individual, corporate and estate taxation.  Bob is a Professor of Accounting and Taxation at the C.W. Post Campus of Long Island University.  In 2001 he was awarded the Emanuel Saxe Award from the New York State Society of CPA's for "Outstanding CPA in Education". 

Stacy R Sanders is the Co-Director of Taxation where she concentrates on tax accounting and providing professional services for closely-held businesses.  In 2009 she was inducted into the 11th class of the Long Island Business News prestigious "40 under 40".
 

Russell Doerzbacher, CPA is a Manager with over fifteen years' experience servicing closely-held businesses.  Russell specializes helping business owners on development practices, corporate and individual tax planning and family wealth preservation.
 

Candis Lee Marsico, CPA is a Senior Accounting with 10 years experience servicing closely-held businesses.

Diane F June, CPA is a Senior Accountant with over 10 years experience servicing both closely-held businesses and not-for-profits.

John Marchisotta, CFP is the Co-Managing Partner of Pivotal Planning Group where he specializes in providing our clients with unbiased financial planning.
 

John Penafiel, CPA is a Senior Accountant where he is a member of the Audit and Review Team.  John focuses on closely-held, Not-For-Profit and Governmental auditing as well as accounting and taxation issues for pension and profit sharing plans.
   

Frank Lou, CPA is a Senior Accountant where he is a member of the Audit and Review Team.  Frank focuses on accounting and providing professional services for Not-For-Profits and Government Entities.  Frank specializes in Cost Report Accounting and OMRDD and is fluent in Mandarin.
 

Tiffany R Gilchrist, CPA is an Audit Manager where she specializes in Not-For-Profit and Government Entities, as well as Full and Limited Scope 401K and Pension Plan audits, including 11K Filings.
 

Fred Levine, CPA specializes in tax, but has extensive experience in accounting, auditing and taxation.  As one of the firm's retired partners, Fred continues to help serve clients by providing the best possible service and currently serves on the Federal Taxation Committee of the Nassau Chapter of the NYSSCPA.
 

Micki Levine, CPA is a part of firm's Trust, Estate and Gift Taxation Division. Micki is also one of the past Presidents of the Nassau Chapter of NYSSCPAS, and currently serves on the State Society's Estate and Financial Planning Committee and Federal Taxation Committee.
 

Kyle Mulhern is a Junior Accountant  working primarily with the audit and review team, and closely with the tax and accounting team.
 

Jessica A Indiviglio is a Junior Accountant  working primarily with the audit and review team, and closely with the tax and accounting team.
 

Alice Walsh specializes in obtaining 501 (c)(3) status and providing consulting services and professional advice regarding IRS and State Auditing for not-for-profit organizations.