Edward F Thaney, CPA, has been the managing partner of Thaney & Associates, CPAs, P.C.; a 35 year firm with offices in New York & Florida, since 1980. Mr. Thaney is also the managing partner of Saxon, Secord, Thaney & Associates, LLC (located in Kissimmee, FL), and President of BizUnion, Inc. & TLR, Inc.. With CPA licenses in New York, Florida & Pennsylvania, Mr. Thaney is able to provide his clients with expertise & versatility that many others in his industry cannot. He performs work of financial accounting, tax, tax & financial planning, business development, succession planning, mergers & acquisitions & valuations for corporations, partnerships & individuals specializing in retail, auto, restaurant, construction, professional services & real estate.

Mr. Thaney is a shareholder & officer at various companies in New York State & has contributed time as a past or current board member of several non-profit organizations such as St. Mary’s Hospital, Adam Walsh Foundation & the NYS Golf Association. He is an alumnus of Niagara University & a member of the NYS Society of Certified Public Accountants, Florida Board of Accountancy, Pennsylvania State Society of CPAs, American Institute of Certified Public Accountants (AICPA), PCPS of AICPA, CPA Auto Dealer Consultants Association (CADCA), a RAN ONE Master, a business advisory skills development program and Alliance of Merger & Acquisition Advisors (AMAA).

James P Latona, Sr., CFFA, CFD, has been with the Thaney & Associates, CPAs, P.C. for almost 25 years and is the Vice President and Director of Implementation of Standard Operating Procedures. His certification designations are Forensic Financial Analyst (CFFA) and Fraud Deterrence Analyst (CFD). These certifications enable him to develop and detect internal control structures that will mitigate the rise of fraudulent activities within various organizations. Mr. Latona is a graduate of Rochester Institute of Technology and served as a board member and officer of Ridgemont Country Club where he continues to be a long standing member of 19 years and still actively participates in various committees. He also is a current board member with the John D and Seana L Holtz Foundation, Inc. a non-profit organization and shareholder and officer of various small businesses in New York State. He specializes in all aspects of financial accounting, tax preparation for corporations, partnerships, non-profits and individual entities with special emphasis on automobile dealerships, construction, professional services and real estate.

Mr. Latona is a member of the CPA Auto Dealer Consultants Association (CADCA), National Association of Certified Valuation Analysis and RAN ONE. Outside of work, Mr. Latona enjoys playing golf and coaching travel baseball. He currently resides in Ogden with his family.

Scott T. Gerken, CPA, is a Partner with Thaney and Associates, CPAs, P.C.; a 35 year old firm with offices in New York and Florida and serves as Vice President of BizUnion, Inc.: a subsidiary company.

Mr. Gerken is an alumnus of Rochester Institute of Technology and served ten years as the Treasurer for the Walker Fire District. He specializes in working with small to medium size enterprises and is certified in Windows, QuickBooks Proadvisor, QuickBooks trainer, NYS licensed insurance agent and member of RAN ONE Master Group; an organization that enhances the business value through development and consulting.

Mr. Gerken spearheaded the implementation of several proactive services offered through Thaney and Associates, CPAs, P.C. and BizUnion, Inc. such as: New Venture Planning, Forensic Account and Internal Controls, Virtual Bookkeeping, Technology and Management Consulting, QuickBooks Training Seminars, Business Development and CFO for the Day; where he served two years as CFO for George C Miller Brick Company. Mr. Gerken believes that “What you can measure, you can manage, and what you manage, you can improve.”

Krystal Zawodzinski has been a Business Development Specialist at Thaney & Associates CPAs, P.C. for five years. Since 2004 she has worked in the industries of construction, auto dealers, manufacturing, retail and non-profit organizations.

Krystal is a Certified Public Accountant with the state of New York and holds a bachelors degree in accounting from the Rochester Institute of Technology.

In her current role, Krystal prepares audits, reviews, compilations, tax returns, ensures compliance with state and federal laws and advises clients about different business positions. Krystal lives in Webster, NY with her husband Jason.

Stanley K Fisher, CPA has been a licensed Certified Public Accountant with the state of New York since March of 1988. He earned his Accounting degree from Rochester Institute of Technology and also holds the title of Notary Public.

Mr. Fisher has been with Thaney & Associates, CPAs, P.C.; a 35 year old firm with offices in New York and Florida, as an Accountant Manager for four years being an intricate part of the firms’ direction. He has been in the accounting business since 1982 with titles of Senior Accountant, Manager, Controller and Partner.

Specialties of Mr. Fisher’s are; audit managing, tax returns, tax planning, payroll reporting, financial reporting and business consulting for small to medium size establishments.

Mr. Fisher resides in Webster with his wife, has two grown children and enjoys spending time at Black Lake during the summer.

Teri L. Rabinowitz has been a Business Development Accountant Specialist for three years with Thaney and Associates, CPAs, PC; a 35 year old firm with offices in New York and Florida.

Mrs. Rabinowitz has extensive experience with small and medium size enterprises which include not-for-profit and municipal entities. She specializes in tax, financial statement preparations and audit assistance.

As an alumnus of SUNY Geneseo, Mrs. Rabinowitz is currently working towards her NYS CPA license and resides in Pittsford with her husband and rabbits.

Daniel J. Nitschke, CPA has been a licensed Certified Public Accountant with the state of New York since March of 2008. He earned his Accounting degree from Alfred University and also holds a New York State Life Accident and Health Insurance License.

Mr. Nitschke has been in the accounting business since 2004 and an intricate part of the firm’s direction at Thaney & Associates, CPAs, P.C. as Business Development Accountant Specialist for one year.

Specialties of Mr. Nitschke’s are; financial and tax planning, financial statement preparation, tax returns, and business consulting for small to medium size establishments.

Mr. Nitschke resides in Rochester, and enjoys spending time in the Adirondacks during the summer.

Daniel A. Kerbs has been a Business Development Accountant Specialist for one year with Thaney and Associates, CPAs, PC; a 35 year old firm with offices in New York and Florida.

Mr. Kerbs has experience with small and medium size enterprises. He specializes in tax, financial statement preparation and tax planning.

As an alumnus of SUNY Brockport, Mr. Kerbs is currently working towards his NYS CPA license and resides in Webster, NY.

Ashley M. Kelly received her Bachelor’s of Science degree in Accounting from the College at Brockport, State University of New York in 2008.

Miss Kelly has been a Business Development Accounting Specialist with Thaney and Associates, CPAs, P.C.; a 35 year old firm with offices in New York and Florida, since January 2009. She prepares individual and corporate tax returns, and performs audits, compilations and reviews on various entities including not-for-profit.

Miss Kelly is a member of the New York State Society of Certified Public Accountants and is currently working towards her NYS Certified Public Accountant license.

Kimberly P. Drumm has been a Business Development Specialist with Thaney and Associates, CPAs, PC; a 35 year old firm with offices in New York and Florida, since November 2009.

Kimberly received her Bachelor’s of Science degree in Accounting from St. John Fisher College in Rochester, New York in 1997 and has been in the practice of public accounting since 1993.

She has an extensive background in individual and corporate tax preparation and review, with experience from small to medium sized entities. Kimberly also specializes in tax planning, financial statement preparation, and QuickBooks consulting.

Kimberly resides in Rochester with her family, and enjoys traveling in her free time.

Laureen Anderson has been a Business Development Specialist and Bookkeeping Department Manager with Thaney and Associates, CPAs, P.C.; a 35 year old firm with offices in New York and Florida, for over three years.

Mrs. Anderson has over twenty years experience in the bookkeeping field and has been a Certified ProAdvisor for QuickBooks for the past three years.

In her current role Mrs. Anderson’s main duties include set-up of bookkeeping files for small and medium size companies, preparation of sales tax returns, payroll returns and state and federal tax returns and actively aids clients with financial statement preparation.

Mrs. Anderson resides in Livonia, NY with her husband and four children.

Lori S. Laney has been a Business Development Specialist for three years with Thaney and Associates, CPAs, P.C., a 35 year old firm with offices in New York and Florida.

Ms. Laney has been in the accounting field since 1994 and has been the lead QuickBooks ProAdvisor for the firm for the past three years. Her specialties include QuickBooks training seminars and consulting, virtual bookkeeping, payroll reporting, tax returns and customer service.

Ms. Laney has two children and resides in Spencerport with her husband James.

John Kettle is the Director of Administration for Thaney & Associates, CPAs, P.C. and related companies. After a successful career in banking, John now counsels and advises Thaney professionals to achieve the same success.

Drawing on his forty years of experience in administration and customer service, Mr. Kettle works to enhance the efficiency of the firm while maximizing client satisfaction.

He lives in Albion and when not at work, John enjoys spending time with his grandkids, traveling and playing golf.

Mattie Martinez has been the Firm Administrator at Thaney & Associates, CPAs, P.C. for over 30 years.

In this role, Ms. Martinez leads a team of four Client Service Specialists in providing all aspects of the office day-to-day operations including, customer service, accounts payable and receivable, human resources and payroll. She is also part of the Management Team and works very close to the partners in decision making.

When not at work, Ms. Martinez enjoys supporting her two daughters in cheerleading. She is active in the East Rochester Cheerleading Booster Club and serves on the Board of Directors and Fundraising Coordinator of the East Rochester Youth Football and Cheerleading League. She resides in East Rochester with her family.

Leigh Ann Schoen has been a Client Service Consultant at Thaney & Associates CPAs, P.C. for almost eight years. Ms. Schoen previously worked in the telecommunication industry for seven years where she held positions as an administrative assistant, general ledger accountant and project manager before starting at Thaney in 2001.

In her current role, Leigh Ann is the manager of the administrative staff and over sees in the day to day operations of our front office, oversees the quality control of our delivered products, manages the schedules and is the direct liaison for two of the firms three Partners and Directors.

Ms. Schoen is also the assistant and backup to our firm administrator.

When not working, she also serves as a Nationally Certified Judge in the sport of Cheerleading for Youth, High School, Collegiate and National teams.

Stephanie Carafos has been a Customer Service Consultant at Thaney & Associates, CPAs, P.C. since June 2008. She is in charge of quality control and preparation of all projects that comes in and out of the door and the Administrative Assistant to the president of the firm.

Prior to working at Thaney & Associates, CPAs, P.C., Ms. Carafos performed the same position at a Greece, NY accounting firm.

In her spare time, she is the director and varsity coach of the Greece Olympia cheerleading program and waitresses at the Pelicans Nest, a waterfront restaurant.

Brandy Halstead has been the Director of First Impressions since December 2008. When not greeting clients with her sparkling smile, Ms. Halstead is in charge of administrative duties, tracking outsourcing returns and a part of the marketing team.

Before working for Thaney & Associates, CPAs, P.C., Brandy worked at Home Depot in the accounting and customer service offices.

In her spare time, Ms. Halstead waitresses and bartends at Leisure’s restaurant in Lakeville.

Barbara Yahn has been Network Administrator at Thaney & Associates, CPAs, P.C. for over four years. For over 20 years, she has worked in the industries of construction, health care, computer outsourcing and manufacturing where her jobs have included Information Technology and Network Administration.

In her current role, Ms. Yahn, advises clients on network and IT solutions, research, maintains the computer network, software and hardware. These duties combine well with her Associates degree in Accounting from Rochester Business Institute. Ms. Yahn lives in Rochester with her dogs and fiancé.

When she is not working, she is a Certified Personal Trainer instructing aerobics at area continuing education programs.

Vicki M James is a Business Development Specialist with Thaney & Associates, CPAs, P.C.. In this role, Mrs. James coordinates and leads all aspects of marketing, including communication, social media and promotion.

After a five year hiatus as an Office Manager for a local trucking company, Mrs. James is quite happy to be in the marketing field again. Her previous experience as the Marketing Director of a national catalog company includes, Creative Manager, contract negotiations and product development.

A big believer in networking, Mrs. James is a member of the Association for Accounting Marketing, Greater Rochester Chapter of National Association of Women Business Owners and Rochester Women’s Network where she serves on the Marketing Committee.

Mrs. James lives in the village of Caledonia, with her husband, Terry, and two children. In her free time, Mrs. James enjoys being a Cheer, Football and Hockey mom, volunteer as the manager for her son’s MCYH team and reading with her book club.