EXPERIENCE Over 36 years of public accounting experience, primarily in the area of taxation Business planning and management consultation Extensive tax consultation Extensive estate planning consultation, including developing sophisticated planning strategies for clients to minimize wealth transfer taxes yet achieve overall goals Succession planning Determination and evaluation of damages associated with business interruption losses Business… Continue reading

Moira is a Manager at SSB and a member of the SSB accounting team. She provides assurance services to SSB clients. She has specialized knowledge in the manufacturing industry and employee benefit plan auditing. Moira also provides consulting and controllership services and assists SSB clients with accounting systems setup and evaluation. Clients who work with… Continue reading

Kayla is a Supervisor at SSB and a member of the SSB tax team. She provides tax compliance, planning and research services for businesses, individuals, estates and trusts. She has specialized knowledge in multistate taxation. Kayla assists SSB clients in problem solving with the IRS and other agencies to resolve tax discrepancies and reduce or… Continue reading

Jenny is a Senior Tax Preparation Specialist with advanced experience in tax preparation of complex, consolidated and multistate tax returns for businesses and individuals. She researches, develops and conducts in-house CPE tax-related training courses. She is a graduate of Grove City College in Pennsylvania.

Janice is the Principal in charge of the SSB accounting and assurance services team. She is a Certified Fraud Examiner (CFE) enabling her to provide litigation support and forensic accounting services for individuals and businesses, which includes providing an expert opinion in court cases. Janice regularly speaks at conferences and events on identity theft and… Continue reading

Tracie is a Principal at SSB. She assists closely held business owners with financial management, tax planning and consulting to help them grow their businesses. She listens carefully to their concerns and helps to develop and implement strategies to achieve their business goals. She consults with a variety of industries, including manufacturing, mining, construction and… Continue reading

Tom is the Managing Principal of SSB. He provides strategic direction to the SSB team. He is a Certified Valuation Analyst (CVA) with experience providing business valuations, which are used in merger and acquisitions, divorces and for gift and estate tax purposes, for a variety of industries. He focuses on helping clients achieve their financial… Continue reading

Judy is a Principal at SSB. She has extensive experience with tax issues, estate and succession planning, trusts and multistate taxation. She has developed specialized knowledge in these areas from consulting with SSB clients, as well as her experience with two of the international firms along with the federal government. Judy uses her expertise to… Continue reading

Joe is a Principal at SSB. He provides assurance, tax and consulting services to SSB clients. Joe has experience serving a variety of industries with specializations in the construction, trucking and manufacturing industries. He assists businesses and individuals with tax planning, overall strategy, operations and growth. His extensive knowledge of the unique tax and financial… Continue reading

Denise is a Principal at SSB. She focuses on helping her clients achieve their financial and business goals through assurance and business advisory services. She assists organizations with mergers and acquisitions, corporate restructuring, strategic and succession planning, obtaining new financing, improving operations and building management teams. Her energetic approach helps clients address their challenges and… Continue reading