(540) 777-4380
Phone

Partners

Luigi DeGennaro, CPA Managing Partner

Mr. DeGennaro has over 35 years of experience in providing financial planning and income tax assistance to individuals, partnerships, trusts, LLCs, and corporations. His responsibilities also include staffing and managing audits, compilations and review engagements. He has extensive experience in accounting and taxation for the following industries: government contractors; churches; automobile dealerships; professional firms; transportation industry organizations; construction contractors; and non-profit organizations. He is a member of the Virginia State Board of Accountancy, the American Institute of CPA's and the Maryland Society of Accountants.

Bonnie Bruening, CPA Partner

Ms. Bruening has over 25 years of experience providing accounting, audit and tax services to small businesses, not-for-profits and small business owners. Her responsibilities include staffing and managing audits, compilation and review engagements as well as small business and individual taxation. Additionally, she is the partner in charge of parish audits for the Archdiocese of Washington. She is a member of the American Institute of Certified Public Accountants and the Maryland Association of Certified Public Accountants.

Senior Professional Staff

Jeffery D. Johnson, CPA Senior Manager

Mr. Johnson has over 35 years of public accounting experience including extensive audit experience with not for profit organizations and government contractors. Former managing partner of Dorton, Gooch, PC in Roanoke, Virginia. Member of the Virginia Institute of Certified Public Accountants, the West Virginia Board of Accountancy, the Kentucky Board of Accountancy and the American Institute of Certified Public Accountants.

Keith M. Dance, CPA/ABV Senior Manager

Mr. Dance has over 30 years of public accounting experience with audit experience in a number of areas including employee benefit plans and various not for profit organizations. Has experience with Sarbanes-Oxley projects and has extensive audit management experience. Memberships include: American Institute of Certified Public Accountants, Virginia Society of Certified Public Accountants. Mr. Dance is also certified by the American Institute of Certified Public Accountants in the field of business valuation.

Shelly K. Smith, CPA Senior Manager

Ms. Smith has over 30 years of experience in public accounting and specializes in the areas of medical practice management, business and individual taxation, pension plan administration and financial statement preparation. She is a member of the AICPA and the Virginia Society of Certified Public Accountants.

Richard M. Muterspaugh, CPA Senior Manager

Over 15 years of public accounting experience in the areas of small to medium size business income tax preparation, financial statement preparation and various management and administrative planning. Experience also includes personal income tax preparation, audit fieldwork, multi state returns, municipal government and non profit audits, tax planning and financial projections. Graduate of Roanoke College. Member of the American Institute of Certified Public Accountants and the Virginia Society of CPAs.

Professional Staff

Brad Brewer, CPA Senior Accountant

Profile coming soon.

Sabrina Daly Staff Accountant and Payroll Manager

Ms. Daly has over 20 years of experience in small business accounting, including preparation of compiled financial statements, business and personal income tax planning and preparation. She has extensive experience with QuickBooks and Peachtree accounting software and Pro Series income tax preparation software.

Sandra D. Johnson Bookkeeper

Extensive bookkeeping, data entry and payroll processing experience. Processing of all federal and state income tax returns. Software experience includes: Quickbooks, Sage 50 (Peachtree), Excel, Word and Word Perfect.

John Marotta Senior Accountant

Mr. Marotta is a graduate of St. Johns University and has been in public accounting for over 30 years, with expertise in small business accounting in addition to individual and business taxation. He is well versed in accounting for real estate, medical professionals, construction contractors and other closely held businesses. He has extensive experience with QuickBooks software, and provides training and set up to clients.

Carol Neal Bookkeeper

Profile coming soon.

Faith Shelton Receptionist

Profile coming soon.

Kathy Worrell Staff Accountant

Ms. Worrell has a bachelor's degree in business administration from Roanoke College and 12 years of experience in small business accounting, including compiled financial statements preparation, business and individual income tax preparation, payroll and payroll tax preparation, bank reconciliations and bill paying. She is proficient in the use of QuickBooks and MAS90 software packages. She has extensive experience and significant expertise with large medical groups and their principals.

Partner Emeritus

Jay Moore, CPA Partner Emeritus

Mr. Moore has over 40 years of diversified experience in all areas of business and personal taxation, trust taxation and planning, financial planning, audit, estate planning, accounting practice management, mergers and acquisitions and executive compensation. He was the managing partner for J. Moore & Company, PC, Certified Public Accountants and its predecessor organization for 30 years. He is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.