About Us

Your well-being is our well-being

We pride ourselves on the quality and length of our client relationships. We really enjoy what we do and are committed to providing, with utmost integrity, personalized accounting, planning, tax and management services that form a sound basis for high quality financial outcomes.

Meet the Team

William J. Haggerty, CPA


Kelly Haggerty, MBA, CPA

Professional Accounting, Partner

Anthony Panza Jr., CPA


Marsha Alter


Susana Mlenak

Finance Manager

Michelle Pisano

Executive Assistant, Client Service Coordinator