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Our Team

Our Team

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

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

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