Our Team

Jim Colitsas, CPA

Leadership Team
Partner & Accountant
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Jim

Neel Shah, Esq., CEPA, CFP®

Leadership Team
Partner, Attorney & Financial Advisor
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Neel

Linda Farinola, CFA, CFP®, EA

Leadership Team
Partner, Financial Planner & Tax Accountant
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Linda

Tom Colitsas

Founding Partner & Accounting Advisor
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Tom

Joyce Morrison

Partner & Lead Accountant
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Joyce

Nancy Crowe, CPA

Partner & Lead Accountant
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Nancy

Kyle Argent

Staff Accountant
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Kyle

Heidi Brim

Senior Accountant
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Heidi

Lilian Carey

Estate Planning Paralegal
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Lilian

YAN CHEN

Staff Accountant
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Yan

Linda Citara

Franchise Support & Bookkeeping Support
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Linda

CAROL COLLINS

Franchise Support & Bookkeeping Support
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Carol

CHRISTINE DEVINOFF

Staff Accountant
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Christine

Kelly DiTosto, CPA

Senior Accountant
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Kelley

BRYAN KATZ CFP®, CHFC®, CLU®, CASL®, RICP®

Senior Financial Advisor
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Bryan

Jill Katz

Financial Advisory Client Service & Marketing
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Jill

Siobhan Kinealy, Esq

Trusts & Estate Planning Attorney
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Siobhan

Joanne Kuczynski

Client Liaison
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Kurt Liverpool

Staff Accountant
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Kurt

Ron McIntire

Associate Wealth Advisor
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Ron

Kris Michalski

Receptionist & Administrative Support
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Kris

Phillip Mosca, CPA

Senior Accountant
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Phillip

Julie Motz

Onboarding Specialist & Asset Alignment Assistant
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Julie

Kelley Mulrine

Internal Accountant
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Kelley

Loveprit Rambhajan

Staff Accountant
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Loveprit

Ray Rasco

Digital Assistant & Social Media Coordinator
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Ray

Ron Rasco

Web developer
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Ron

Eva Reynolds

Client Liaison & Legal Assistant
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Eva

Cari Shapiro, CPA

Senior Accountant
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Cari

Lisa Temple

Staff Accountant
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Lisa

Pravalika Vangapally, CPA

Staff Accountant
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Pravalika

Jennifer Vivier

Receptionist & Administrative Support
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Jennifer

Nakirah Walker

Staff Accountant
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Nakirah

Valerie Zaffuto

Financial Services Administrator & Advisor Assistant
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Valerie

JUDY ZHANG

Staff Accountant
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Judy
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Recent Posts

Smart Tax Planning Strategies for a Wealthier Retirement and Legacy

As families transition into retirement or navigate life post-business sale, the tax implications of their decisions become more complex—and more consequential. Smart tax planning is not about loopholes or short-term tricks; it’s about crafting a lifetime strategy to ...

<p>The post Smart Tax Planning Strategies for a Wealthier Retirement and Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

New Estate Tax Bill Spurs Important Review—But No Need to Panic

A proposed bill to permanently raise the estate‑tax exemption offers planning clarity—but it’s not law yet. Here’s why any major tax change should prompt a ...

<p>The post New Estate Tax Bill Spurs Important Review—But No Need to Panic first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

How Strategic Financial Guidance Turns Market Volatility into Opportunity

Navigate market uncertainty with confidence. Learn how strategic financial advice can transform volatility into long-term growth opportunities. Market fluctuations often stir anxiety, even among experienced investors. For business owners, multigenerational families, and individuals navigating post-liquidity ...

<p>The post How Strategic Financial Guidance Turns Market Volatility into Opportunity first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>