Who We Really Are

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PRESIDENT

Rose is a New York State Certified Public Accountant. She began her accounting career in 2005 and holds a Bachelor of Science degree from the State University of New York in Business, Management, and Economics with a concentration in Accounting. She is a member of the Association of Certified Professional Accountants, the New York State Society of Certified Public Accountants, and the National Association of Tax Professionals. Rose is well-versed in preparing individual, corporate, and non-profit income tax returns as well as completing audits, reviews and compilations for large businesses and non-profits.  

Rose volunteers as a softball coach for her daughter's softball team and is currently serving as the President of the Edson Elementary School Parent Teacher Organization.

SENIOR TAX ACCOUNTANT 

As an Enrolled Agent, John is a federally-licensed tax practitioner who has unlimited rights to represent taxpayers before the Internal Revenue Service. He began his career focused on individual income tax in 2006. He holds a Bachelor of Science degree from the University of Wisconsin in Finance and is a long-time member of the National Association of Tax Professionals. Although John specializes in preparing individual income tax returns, he also has years of experience preparing sales and payroll tax forms.

SENIOR STAFF ACCOUNTANT

Emily began her accounting career as a bookkeeper handling payroll, accounts payable, accounts receivable, and financial reporting for small businesses and non-profits in 2014. She holds a Bachelor of Business Administration in Accounting from Western Connecticut State University. Emily is versed in handling the needs of small businesses, non-profits, and government agencies including, but not limited to, bookkeeping, sales tax, payroll tax, financial reporting, and insurance audits. 

SENIOR TAX ACCOUNTANT 

Zach started his career in accounting in 2020 as an office manager in charge of the technology and administrative tasks. After being immersed in taxation and accounting, Zach switched directions, and he rapidly mastered the ropes of a tax accountant. Zach has recently earned his Associate in Science degree from the State University of New York. He focuses on payroll processing and individual and business taxation. 

CLIENT RELATIONSHIP & PAYROLL SPECIALIST

Renae came to us with nineteen years of experience in the financial industry. After beginning with banking, Renae moved to the payroll processing department at her former employer. She was soon promoted to Supervisor, and she ended her time in payroll overseeing approximately 500 payroll clients. Renae oversees all payroll services and manages the administration of our office with 

decades of experience in superior customer service.

CLIENT RELATIONSHIP ASSISTANT

Tommie is highly-motivated with a strong desire to take on new challenges. She has 8 years of experience in a fast-paced local restaurant, where she provides exceptional service to a high volume of daily customers and assisted in employee training. Tommie earned a Certificate in Entrepreneurship from the State University of New York. She provides administrative assistance to our firm, and she is here to help ensure all clients receive the best service, especially by ensuring they are responded to in a timely manner. Additionally, she performs clerical work, such as filing and documentation.

FULL-CHARGE BOOKKEEPER

Mary has over forty years of experience helping small businesses manage their finances. She has worked with construction companies, real estate developers, restaurants, retailers, and many more. Her in-depth understanding of QuickBooks makes her a wealth of knowledge. Mary works with our small businesses to generate financial statements and reports for our clients, providing them with valuable insights into the financial performance and helping them make strategic business decisions.

BOOKKEEPER

Vanessa has been a small business owner for over twenty years and has held multiple positions on several local non-profit boards over the years. Her organization, attention to detail, customer service, and understanding of the challenges small businesses and organizations face makes her an incredible asset for our small business and non-profit clients. Vanessa is working part-time with us to assist in maintaining accounting records for our bookkeeping clients.

JUNIOR STAFF ACCOUNTANT

Jake came to WZ Accountants as a summer intern this year, and he was too good for us to let him go. He is still, and most importantly, a full-time college student at St. John Fisher University majoring in both Finance and Accounting, but we are thrilled he is able to stay on and work part-time as a Junior Staff Accountant. He is working hard to learn the ropes in our fast-growing firm and has been focusing on helping to keep accurate accounting records for our small business clients.

BUSINESS SUPPORT ADMINISTRATOR

As a full-time high school English teacher, Jordan has strong administrative experience as well as organizational and communication skills. She has a Bachelor of Science degree from the State University of New York in Secondary Education, English as well as a Masters of Science degree from Southern New Hampshire University in Curriculum and Instruction. Jordan provides administrative assistance to our firm, and she is here to help address client issues, provide support for various business processes, and perform clerical work, such as filing, documentation, and customer service.