We would like to congratulate the following staff on their recent promotions :
Nicole Jarvis, who has been with the Lapeer office for 5 years and is working towards her CPA license, has been promoted to Manager! Nicole is extremely dedicated to her clients and is a trustworthy and reliable team player who values personal and professional integrity. She has been a huge part of our Homeowner’s Association process and has devoted much of her time to streamlining our processes. She also plays a major part in the onboarding and training of new employees. Thank you for all your hard work!
Nicholas Laratta from our Rochester location, who graduated with a Master of Science in Accountancy from Western Michigan University and earned his CPA license in 2019, has been promoted to Manager! Nick is a great resource at the office and has been especially helpful with the Employee Retention Credit. He’s been busy this year helping many clients with calculations and amended payroll tax forms so they can claim their refunds. He has also been an invaluable in helping train our new staff. Great job, Nick!
Allison Johnson from the Lapeer office, who earned her Master of Science in Accounting in 2020, has been promoted to Senior Staff Accountant! Most recently, Allison was responsible for managing the Paycheck Protection Program applications and loans and was the specialist for any and all questions pertaining. She is always willing to lend a helpful hand and take on new responsibilities. Thanks for the fantastic job!
Sara Mattina, who works out of our Rochester office and has her Master in Taxation from Walsh College and is currently working on getting her CPA license, has been promoted to Senior Staff Accountant! Sara is extremely knowledgeable and has an amazing attitude; she is always willing to help anyone at a moments notice. She has been crucial in developing our Flow Through Entity procedures and is always eager to assist on various tax research projects. Thank you for all you do for our team!
We are also pleased to announce that our intern Allie Schlaud has decided to continue working part-time in our Lapeer office as she continues to work towards her degree at University of Michigan-Flint. Though she has only been with us a short time, she has already proven to be a skilled and valuable team member. We’re glad to have you on board!
We are so proud of our team members! Please join us in congratulating them all on their dedication and perseverance!