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We believe we have assembled a team of highly-skilled individuals who are dedicated to excellence and to the needs of our clients. We have provided a brief summary of the credentials of each member of our staff and the contact information of each. We are always happy to speak to existing clients or to talk to prospective new clients and will welcome your telephone or E-mail inquiries. Contact information for all of those associated with the firm is listed below. Please click on any name below to go directly to the credentials for that individual or scroll down to view the credentials of all of the active staff.
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POSITION: President - January 1, 2001 - Roy and Associates, PC
EMPLOYMENT DATE: Senior Accountant - May 1, 1972; Partner - January 1, 1976; Corporate Secretary - January 1, 1980 -- Predecessor firm Conti, Stewart, Roy and Associates, PC
MAJOR AREA OF EMPHASIS AND PROFESSIONAL EXPERTISE:
Nonprofit Auditing; Governmental Auditing; Federal Single Auditing; Agreed Upon Procedures; Quality Review; Income Tax Compliance; Business Tax Consulting; Business Continuation Planning; Business Valuation; Estate Analysis; Estate Taxation; Trust Tax Services
PROFESSIONAL EXPERIENCE:
Public Accounting in Pennsylvania – 36 years; CPA Firm Personnel Management – 31 years
PROFESSIONAL CERTIFICATION AND LICENSE:
CPA Certificate, 1975, Pennsylvania. Presently licensed as CPA in Pennsylvania.
PROFESSIONAL MEMBERSHIPS:
American Institute of Certified Public Accountants (AICPA), since 1976
Pennsylvania Institute of Certified Public Accountants (PICPA), Southwestern Chapter, since 1976
East Suburban Practice Management Group, since 1988
The International Institute for Excellence in Professional Education, LLC, since 1999
PROFESSIONAL OFFICES HELD:
Executive Committee Member, PICPA, Southwestern Chapter, 1992-93, 1995-96
President Elect, Executive Committee Member, PICPA, Southwestern Chapter, 1993-94
President, Executive Committee Member, PICPA, Southwestern Chapter, State Council Member, PICPA, 1994-95
Secretary, East Suburban Practice Management Group, 1998
Chairman, East Suburban Practice Management Group, 1999
PROFESSIONAL DISTINCTION:
Certificate of Educational Achievement in Estate Planning, 1997
Certified Specialist in Estate Planning, 1999; updated 2001, 2003, 2005 and 2007
EDUCATION:
Pennsylvania State University, University Park, PA, B.S. in Business Administration, 1969 - Major: Accounting
INTERNAL RESPONSIBILITIES:
Administrative Responsibilities – client relations; office administration; personnel.
Professional Responsibilities - reviewing and approval of all audit, accounting and tax services; planning and coordinating field work of government audits, non-profit audits, federal single audits, review engagements and compilation engagements; planning, supervision and preparation on income tax, estate tax and gift tax engagements; business and nonprofit consultation; business valuations.
CONTINUING PROFESSIONAL EDUCATION (CPE):
All CPE requirements of the AICPA, the Pennsylvania State Board of Accountancy and the U. S. General Accounting Office have been and continue on an ongoing basis to be met. Served as CPE Committee Chairman for Southwestern Chapter of PICPA for 1992-93, CPE Committee Member of PICPA at State level for 1992-93.
OTHER PROFESSIONAL ACTIVITIES AND EXPERIENCE:
Member of Board of Directors and Treasurer of Bally Design, Inc., an industrial and graphic design company
Member of Board of Directors and Treasurer, ROAM Investments, Inc., a real estate development company
Past Member of Board of Directors and Secretary of Stewart and Roy Investments, a real estate development company
Past Member of Board of Directors of First National Bank of Herminie and its successor, Promistar Bank
Past Audit Committee Chairman of First National Bank of Herminie
Past Accounting Instructor – Seton Hill University
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POSITION: Of Counsel Partner – September 10, 2007 - Roy and Associates, PC
EMPLOYMENT DATE: - Partner - January 1, 2004 -- Predecessor firm Matchett, Frusco & Associates, PC; Accountant – January 1, 1986 – Matchett & Co.
MAJOR AREA OF EMPHASIS AND PROFESSIONAL EXPERTISE:
Income Tax Consulting; Business Tax Consulting; Review and Compilation Accounting Services; Income Taxation for Small Business and Individuals
PROFESSIONAL EXPERIENCE:
Public Accounting in Pennsylvania – 21 years; CPA Firm Management – 8 years
PROFESSIONAL CERTIFICATION AND LICENSE:
CPA Certificate, 1989, Pennsylvania. Presently licensed as CPA in Pennsylvania
PROFESSIONAL MEMBERSHIP:
Pennsylvania Institute of Certified Public Accountants (PICPA), Southwestern Chapter
EDUCATION:
West Virginia Wesleyan College ; 1973, BA in Music
Catholic University of America , 1980, Master of Music
INTERNAL RESPONSIBILITIES:
Administrative Responsibilities – client relations
Professional Responsibilities - business consultation; accounting consultation; tax research, planning, consultation for personal and corporate income taxes
CONTINUING PROFESSIONAL EDUCATION (CPE):
All CPE requirements of the AICPA and the Pennsylvania State Board of Accountancy have been and continue on an ongoing basis to be met.
OTHER EMPLOYMENT EXPERIENCE:
Prior to public accounting, employed in the private sector in teaching, music and management positions
OTHER PROFESSIONAL ACTIVITIES AND EXPERIENCE:
Has served as Deacon and Elder-Trustee of his church
Founding Member of Board of Directors and Treasurer of Central Westmoreland Habitat for Humanity
Founding Member of Board of Directors of Bedford County Council on the Arts
Past Member of Board of Directors of Redstone Highlands
Past Business Manager, Bedford Springs Festival
Past and present music instructor and arranger for several local high school bands
Updated: September 10, 2007
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LESLIE G. FRUSCO, CPA, MBA |
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POSITION: Of Counsel Partner – September 10, 2007 - Roy and Associates, PC
EMPLOYMENT DATE: - Partner - January 1, 2004 -- Predecessor firm Matchett, Frusco & Associates, PC
MAJOR AREA OF EMPHASIS AND PROFESSIONAL EXPERTISE:
Income Tax Consulting; Business Tax Consulting; Review and Compilation Accounting Services; Income Taxation for Small Business and Individuals;
PROFESSIONAL EXPERIENCE:
Public Accounting in Pennsylvania – 17 years; CPA Firm Management – 8 years
PROFESSIONAL CERTIFICATION AND LICENSE:
CPA Certificate, 1990, Pennsylvania. Presently licensed as CPA in Pennsylvania and North Carolina
PROFESSIONAL MEMBERSHIPS:
Pennsylvania Institute of Certified Public Accountants (PICPA), Southwestern Chapter
PROFESSIONAL OFFICES HELD:
Executive Committee Member, PICPA, Southwestern Chapter, several terms
President Elect, PICPA, Southwestern Chapter, one term
President, PICPA, Southwestern Chapter, State Council Member, PICPA, two terms
Vice-President, Southwestern Chapter, one term
Treasurer, PICPA, Southwestern Chapter, one term
Chair of numerous committees of PICPA, Southwestern Chapter, numerous terms
EDUCATION:
San Diego State University , BA in Journalism/Communications
Indiana University of Pennsylvania , MBA in Management/Marketing
INTERNAL RESPONSIBILITIES:
Admininstrative Responsibilities - client relations;
Professional Responsibilites - business consultation; accounting consultation; tax research, planning, consultation for personal and corporate income taxes
CONTINUING PROFESSIONAL EDUCATION (CPE):
All CPE requirements of the AICPA and the Pennsylvania State Board of Accountancy have been and continue on an ongoing basis to be met.
OTHER EMPLOYMENT EXPERIENCE:
Prior to public accounting, employed in the private sector for various large corporations in financial planning and budgeting, marketing and management positions; Self-employed as a small business consultant implementing accounting systems and procedures.
OTHER PROFESSIONAL AND ADMINISTRATIVE ACTIVITIES AND EXPERIENCE:
Past Deacon at the First Presbyterian Church in Greensburg
Member of Board of Directors and Treasurer of Central Westmoreland Habitat for Humanity
Past Regional Accountant for United States Figure Skating Association
Accounting Instructor – Westmoreland County Community College in accounting, tax, management and marketing
Updated: September 10, 2007 |
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ELIZABETH D. BOYLE, CPA, CSEP
POSITION: Secretary/Treasurer - January 1, 2001 - Roy and Associates, PC
FUNCTION: Senior Manager of Audit and Tax Services
EMPLOYMENT DATE: Staff Accountant - October 1, 1990/Senior Accountant - September 1, 1994 ; Senior Supervisor of Tax and Audit Services - January 1, 1998 -- Predecessor firm Conti, Stewart, Roy and Associates, PC
MAJOR AREA OF EMPHASIS AND PROFESSIONAL EXPERTISE:
Nonprofit Auditing; Governmental Auditing; Federal Single Auditing; Agreed Upon Procedures; Review and Compilation Accounting Services; Income Taxation for Small Business and Individuals; Estate Analysis; Estate Taxation; Trust Taxation; Bookkeeping and Payroll Services; Tax and Accounting Consultation
PROFESSIONAL EXPERIENCE:
Public Accounting in Pennsylvania - 17 years
Accounting, Auditing and Finance Instructor - 28 years
PROFESSIONAL CERTIFICATION AND LICENSE:
CPA Certificate, 1995, Pennsylvania. Presently licensed as CPA in Pennsylvania.
PROFESSIONAL MEMBERSHIPS:
Pennsylvania Institute of Certified Public Accountants (PICPA), Southwestern Chapter, since 1995
The International Institute for Excellence in Professional Education, LLC, since 1999
PROFESSIONAL OFFICES HELD:
Executive Committee Member, PICPA, Southwestern Chapter, 2000-2004
PROFESSIONAL DISTINCTIONS AND AWARDS:
Silver certificate from PICPA as special recognition of achievement of second highest Pennsylvania score on 1994 CPA exam.
Certificate of Educational Achievement in Estate Planning, 1997
Certified Specialist in Estate Planning, 1999; updated 2001, 2003, 2005 and 2007
EDUCATION:
St. Mary's College, Notre Dame, Indiana
B.A. in Business Administration, 1970 Magna Cum Laude, Major: Business/Economics
St. Vincent College , Latrobe , Pennsylvania
INTERNAL RESPONSIBILITIES:
Administrative Responsibilities - client relations; financial supervision; work paper review, quality review management.
Professional Responsibilities - management and performance of audit and accounting engagements; accounting consultation; review, compilation, and bookkeeping services and supervision; payroll services supervision; business and nonprofit consultation; estate and trust accountings; tax planning, research, preparation and consulting for corporations, partnerships, estates, trusts, and individuals.
CONTINUING PROFESSIONAL EDUCATION (CPE):
All CPE requirements of the AICPA, the Pennsylvania State Board of Accountancy and the U. S. General Accounting Office are being complied with on an ongoing basis.
OUTSIDE PROFESSIONAL ACTIVITIES AND EXPERIENCE:
Accounting Instructor:
----Seton Hill University, University of Pittsburgh at Greensburg, Westmoreland County Community College
Member - Investment/Finance Committee - Sisters of Charity of Seton Hill
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CYNTHIA R. TATUSKO-BONIECKI, CPA
POSITION: Vice-President - June 22, 2008, Senior Accountant – Roy and Associates, PC
FUNCTION: Senior Manager of Audit and Tax Services
MAJOR AREA OF EMPHASIS AND PROFESSIONAL EXPERTISE:
Nonprofit Auditing, Governmental Auditing; Federal Single Auditing; Agreed Upon Procedures; Review and Compilation Accounting Services; Income Taxation for Small Business and Individuals; Tax and Accounting Consultation; Consolidated and Combining Financial Reporting of Entities with Subsidiary Relationships
PROFESSIONAL EXPERIENCE:
Public Accounting in Pennsylvania – 9 years
Public Accounting in Montana - 7 years
PROFESSIONAL CERTIFICATION AND LICENSE:
CPA Certificate, 1999, Pennsylvania. Presently licensed as CPA in Pennsylvania.
CPA Certificate, 1992, Montana, Presently licensed as CPA in Montana
PROFESSIONAL MEMBERSHIP:
Pennsylvania Institute of Certified Public Accountants (PICPA), Southwestern Chapter.
Montana Society of Certified Public Accountants.
American Institute of Certified Public Accountants (AICPA.)
EDUCATION:
University of Nevada, Reno, Nevada
B.S. in Business Administration, 1990, Major: Accounting
INTERNAL RESPONSIBILITIES:
Administrative Responsibilities - client relations; audit management; work paper review, quality review inspection.
Professional Responsibilities - management, supervision and performance of audit and accounting engagements; accounting consultation; review and compilation services and supervision; business and nonprofit consultation; tax planning, research, preparation and consulting for corporations, partnerships, and individuals.
CONTINUING PROFESSIONAL EDUCATION (CPE):
All CPE requirements of the AICPA, the Pennsylvania State Board of Accountancy and the U.S. General Accounting Office are being complied with on an ongoing basis.
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THOMAS H. HUDSON
POSITION: Senior Accountant - October 2006 - Roy and Associates, PC
FUNCTION: Accounting, Tax and IT Services
EMPLOYMENT DATE: Senior Accountant – February 1988 to August 1999; Tax Accountant – February 1987 to May 1987; -- Predecessor firm Conti, Stewart, Roy and Associates, PC
MAJOR AREA OF EMPHASIS AND PROFESSIONAL EXPERTISE:
Compilation Accounting; Income Taxation for Small Business and Individuals; Bookkeeping and Payroll Services; Internal and External Systems Training; QuickBooks Accounting
PROFESSIONAL EXPERIENCE:
Public Accounting in Pennsylvania – 13 years with our firm, 4 years prior experience outside our firm; 4 years in accounting and accounting management positions outside public accounting; 10 years other business/marketing-related experience
PROFESSIONAL DISTINCTION:
Certified QuickBooks Pro Advisor
EDUCATION:
Clarion State College , Clarion, PA, B.S. in Business Administration, 1979 - Concentration: Accounting
INTERNAL RESPONSIBILITIES:
Administrative Responsibilities – computer network and software administration.
Professional Responsibilities - performance of audit, accounting and tax services as follows: field work of government audits, non-profit audits, federal single audits, review engagements and compilation engagements; preparation of income tax returns for individuals, partnerships, corporations, fiduciaries, qualified plans and nonprofit organizations; business and nonprofit accounting instruction; business and nonprofit installation and set-up of accounting systems; accounting, bookkeeping and payroll services; accounting and software training and consultation; analysis and adjustment of accounting records for financial presentation or tax return purposes; business accounting services provided for clients as temporary accounting manager; trust accountings.
SOFTWARE KNOWLEDGE:
--QuickBooks Accounting Software
--Creative Solutions Accounting and Tax Software
--ODM Accounting Software
--Peachtree Accounting Software
--Enterprise Software
--One-Write Plus Accounting Software
--Microsoft Office products
--Lotus 123
--WordPerfect
CONTINUING PROFESSIONAL EDUCATION (CPE) :
All CPE requirements for assignment to governmental and nonprofit audit engagements have been and continue on an ongoing basis to be met; software and accounting CPE obtained as necessary.
PREVIOUS PROFESSIONAL ACTIVITIES AND EXPERIENCE:
Past Loan Officer – U.S. Small Business Administration Disaster Assistance Office
Past Accounting Manager – Vee Neal Aviation, Inc.
Past Accountant – Business Alternatives, Inc.
Past Marketing Representative – Business Alternatives, Inc.
OTHER ACTIVITIES:
Church Treasurer
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KATIE NEWCOMER
POSITION: Staff Accountant - March 6, 2008 - Roy and Associates, PC
FUNCTION: Audit Specialist
EMPLOYMENT DATE: Staff Accountant – March 6, 2008
MAJOR AREA OF EMPHASIS AND PROFESSIONAL EXPERTISE:
Nonprofit Auditing; Governmental Auditing; Federal Single Auditing; Review Accounting Services; Compilation Accounting Services; Bookkeeping and Payroll Services
PROFESSIONAL EXPERIENCE:
Public Accounting in Pennsylvania – 1.75 years
Accounting in Industry - 1 year
EDUCATION:
Saint Vincent College, Latrobe, PA
B.S. in Accounting
INTERNAL RESPONSIBILITIES:
Performance of Audit and Accounting Services; Agreed Upon Procedures;
Bookkeeping and Payroll Services; Personal Tax Preparation;
Corporate Tax Preparation; Partnership Tax Preparation;
Sales Tax Preparation; Payroll Tax Preparation;
Tax Related Analysis and Adjustment of Accounting Records;
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JEREMY O. REESEY
POSITION: Staff Accountant – September 10, 2007 – Roy and Associates, PC
FUNCTION: Accounting and Tax Specialist
EMPLOYMENT DATE: Junior Accountant – March 31, 2003 – Predecessor firm Matchett-Frusco & Associates, PC
MAJOR AREA OF EMPHASIS AND PROFESSIONAL EXPERTISE:
Compilation Accounting; Income Taxation for Small Business and Individuals; Bookkeeping and Payroll Services; QuickBooks Accounting
PROFESSIONAL EXPERIENCE:
Public Accounting in Pennsylvania – 5 years
EDUCATION : Saint Francis University, Loretto, PA
B.S. in Business Administration, 2002, Major: Accounting
INTERNAL RESPONSIBILITIES:
Performance of Audit and Accounting Services; Agreed Upon Procedures; Bookkeeping and Payroll Services; Personal Tax Preparation; Corporate Tax Preparation; Partnership Tax Preparation; Fiduciary Tax Preparation; Sales Tax Preparation; Payroll Tax Preparation; Tax Related Analysis and Adjustments of Accounting Records.
OUTSIDE ACTIVITIES AND EXPERIENCE:
Central Westmoreland Habitat for Humanity Volunteer
Member of Board of Directors, Jeannette Soccer Club, 2005 - Present
Treasurer, Jeannette Soccer Club, 2005 – Present
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STEVEN L. REMALEY
POSITION: Staff Accountant - February 20, 2008 - Roy and Associates, PC
FUNCTION: Tax Return Specialist
EMPLOYMENT DATE: Staff Accountant – February 20, 2008
EDUCATION:
Seton Hill University, Greensburg, PA
B.S. in Accounting, May 2007
INTERNAL RESPONSIBILITIES:
Performance of Audit and Accounting Services; Agreed Upon Procedures;
Bookkeeping and Payroll Services; Personal Tax Preparation;
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KEVIN D. SHAW
POSITION: Staff Accountant – January 1, 2008 – Roy and Associates, PC
FUNCTION: Quickbooks/Peachtree Specialist
EMPLOYMENT DATE: Staff Accountant – January 1, 2008
MAJOR AREA OF EMPHASIS AND PROFESSIONAL EXPERTISE:
Compilation Accounting
Bookkeeping and Payroll Services
QuickBooks Accounting
Peachtree Accounting
Excel Graphing
PROFESSIONAL EXPERIENCE:
Public Accounting in Pennsylvania – 12 years part-time
Accounting in Industry – 12 years
EDUCATION:
Pennsylvania State University , University Park, PA
B.S. in Business Administration, May, 1988 - Major: Accounting
INTERNAL RESPONSIBILITIES:
Performance of Audit and Accounting Services; Agreed Upon Procedures;
Bookkeeping and Payroll Services; Personal Tax Preparation;
Corporate Tax Preparation; Partnership Tax Preparation;
Fiduciary Tax Preparation; Sales Tax Preparation;
Payroll Tax Preparation; Consultation on Bookkeeping Functions;
Consultation on Payroll Functions; Tax Related Analysis and Adjustment of Accounting Records;
QuickBooks Software Consultation; Peachtree Software Consultation;
Excel Consultation; Trust Accountings
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WE RELATE
WE PROVIDE SMALL BUSINESS EXPERIENCE
WE LEARN
WE TEACH
WE PLAN STRATEGY
WE PARTICIPATE IN OUR PROFESSION
WE GET INVOLVED |
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