Johna Peachin, CPA
EDUCATION Graduated from State University of Oneonta, NY 1984, with a degree in Business Economics Completed the necessary requirements to become a Certified Public Accountant and was licensed to practice in New York State in 1987 Has been with the firm since 1984 and became partner in 1988 Consistently meets and regularly exceeds the Continuing Professional Education requirements of the New York State Board of Regents ACCOMPLISHMENTS Has extensive experience with S-Corporations and LLC's which she favors most for small business operations Has successfully defended audits involving hobby-loss, S-Corporation wage issues, artists, and home office issues Has experience with farm operations of both large ranches and smaller family farms Has aided in complex business succession planning involving family transfers, designing transfers with key employees, as well as selling to outsiders Has successfully handled New York State issues including sales tax audits, Offers in Compromise and collection problems Provides both tax and financial advice for estate planning to all levels of clients Is asked by her clients to act as trustee for trusts and executrix for estates Time is taken to intimately understand the unique need of each client Handles all aspects of international taxation for individuals Has been successful in negotiating offers with the Internal Revenue Service on behalf of clients MEMBER Past President and current Trustee Board member of the Oneonta YMCA Treasurer of the Foothills Performing Arts Center Hartwick College Planned Giving Advisory Council New York State Historical Association Upper Catskill Council of the Arts Otsego County Chamber of Commerce Empire Orienteering Club Participates in downtown Oneonta improvement groups
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Dominic P. Parlato, CPA
ACCOMPLISHMENTS Registered Investment Advisor Securities Registered Representative Licensed to sell various investment and insurance products including life, long term care and disability insurance Received the Personal Financial Specialist designation by the American Institute of Certified Public Accountants Extensive experience in income and estate tax preparation Provides income, estate and financial planning
