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Brandon Hall Managing Partner
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Brandon Hall Managing Partner
Area of focus: Tax Planning
Real Estate Owned: 24+ units
Education: BS in Accounting & Finance, East Carolina University
Credentials: CPA
Previous Companies: PwC, EY
Thomas Castelli Partner
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Thomas Castelli Partner
Area of focus: Tax Planning
Real Estate Owned: 82-unit apartment building
Education: BS in Accounting, Farmingdale State College
Credentials: CPA, Certified Real Estate Financial Modeling
Previous Companies: BDO
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Taylor Brugna Principal
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Taylor Brugna Principal
Area of focus: Business Consulting & Accounting
Real Estate Owned: 95+ units
Education: BS in Accounting & Finance, Binghamton University
Previous Companies: PwC, Tarlow & Co. CPAs
Billy Withers Principal
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Billy Withers Principal
Area of focus: Tax Compliance and Planning
Education: Masters in Taxation, University of Denver; BS in Accountancy, Northern Illinois University
Credentials: MT
Previous Companies: Eide Bailly LLP, Pesta Finnie and Associates, Scharf Pera & Co. PLLC
Blake Lessard VP of Operations
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Blake Lessard VP of Operations
Area of focus: Firm Operations
Education: MS in Accounting, East Carolina University; BA in Economics, University of Chapel Hill
Credentials: CPA
Previous Companies: Mitchell & Nemitz, PA; Williams Overman Pierce, LLP
Kaylyn Deaver Tax Manager
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Kaylyn Deaver Tax Manager
Area of focus: Tax Planning and CFO
Education: MBA, East Carolina Univerity; BBA in Accounting, Campbell University
Credentials: CPA
Previous Companies: Baker Tilly Virchow Krause, LLP; Durbin Benne Tax Advisors, Inc
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Troy Silfies Tax Manager
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Troy Silfies Tax Manager
Area of focus: Tax Compliance and Planning
Education: BA in Accounting, Moravian College
Credentials: CPA
Previous Companies: Concannon, Miller & Co., P.C.
Tracy Ose Tax Manager
Tracy Ose Tax Manager
Area of focus: Tax Compliance
Education: BBA in Accounting, Howard University; MSA in Accounting, George Mason Univeristy
Credentials: CPA
Previous Companies: Deloitte LLP
Joanne Kelly Senior Advisory Associate
Joanne Kelly Senior Advisory Associate
Area of focus: Accounting, Outsourced Controller
Education: AAS in Business Administration and Management from Farmingdale State College
Previous Companies: Self-employed, Rogers & Co. CPAs PC
Katie Ripp Senior Tax Associate
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Katie Ripp Senior Tax Associate
Area of focus: Tax Compliance and Planning
Education: BS in Accounting, University of Illinois
Credentials: CPA
Previous Companies: Henry & Horne LLP; True Partners Consulting, LLC
Naitik Patel Senior Advisor
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Naitik Patel Senior Advisor
Area of focus: Tax Planning and Compliance
Education: MS in Accounting (Tax Focus), The University of Kansas
Credentials: CPA
Previous Companies: KPMG
Justin Shore Senior Advisor
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Justin Shore Senior Advisor
Area of focus: Tax Planning and Compliance
Education: BS in Accounting, Missouri State University
Credentials: EA
Previous Companies: Medical Consulting Group LLC, Arcanum Financial Partners LLC, Real Tax Consulting LLC, Missouri Valley REIT Inc.
Ryan Carriere Senior Advisor
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Ryan Carriere Senior Advisor
Area of focus: Tax Planning and Compliance
Education: BS in Accounting, University of St. Thomas
Credentials: CPA
Previous Companies: Cummings, Keegan & Co. PLLP; Honeywell Aerospace
Gabriel Virdaru Senior Advisor
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Gabriel Virdaru Senior Advisor
Area of focus: Tax Planning and Compliance
Education: Masters in Accounting, Loyola University Chicago
Credentials: CPA
Previous Companies: CJBS LLC, PwC, GGN Enterprises Inc
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Kristina Mueller Senior Advisory Associate
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Kristina Mueller Senior Advisory Associate
Area of focus: Accounting
Education: BS in Accounting, East Carolina University
Jake May Senior Tax Associate
Jake May Senior Tax Associate
Area of focus: Tax Compliance and Planning
Education: BA in Accounting, Loras College
Credentials: CPA
Previous Companies: Kingsbery CPAs
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Michelle Foster Senior Tax Associate
Michelle Foster Senior Tax Associate
Area of focus: Tax Compliance
Education: BS in Accounting and Finance, DeSales University
Previous Companies: Concannon Miller & Co., P.C.
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Brandon O'Connor Senior Tax Associate
Brandon O'Connor Senior Tax Associate
Area of focus: Tax Compliance
Education: BS & MS in Accounting, Illinois State University
Previous Companies: Sikich LLP
Jennifer Shelton Senior Advisory Associate
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Jennifer Shelton Senior Advisory Associate
Area of focus: CFO Services and Accounting
Education: BS in Accounting, Missouri State University
Previous Companies: Prosperiti Partners, Missouri Valley REIT Management
Charity Hall Senior Advisory Associate
Charity Hall Senior Advisory Associate
Area of focus: Accounting
Education: BS in Finance, Southern New Hampshire University
Prior firms: BST & Co CPA’s LLP
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Nathan Langdon Senior Tax Associate
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Nathan Langdon Senior Tax Associate
Area of focus: Tax Compliance and Accounting
Real Estate Owned: 2 units
Education: MBA, BS in Accounting, Campbell University
Jennifer Perry Senior Tax Associate
Jennifer Perry Senior Tax Associate
Area of focus: Tax Compliance
Education: Masters in Accounting and BBA in Accounting and Finance, Austin State University
Prior Companies: Intuit; Bowles, Womack & Company, PC; Grant Thornton, LLP
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Devon Edwards Tax Associate
Devon Edwards Tax Associate
Area of focus: Tax Compliance
Education: BS in Accounting, Oklahoma Wesleyan University
Previous Companies: CapEx Tax & Accounting Services LLP
Thao Nguyen Tax Associate
Thao Nguyen Tax Associate
Area of focus: Tax Compliance
Credentials: CPA
Previous Companies: Park Fowler & Company, PLLC; Skrobarczyk & Partridge CPAs PLLC
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Darius Hurtt Tax Associate
Darius Hurtt Tax Associate
Area of focus: Tax Compliance
Education: BBA in Accounting, Christopher Newport University
Previous Companies: PBMares, LLP
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Kate Menz Tax Intern
Kate Menz Tax Intern
Area of focus: Tax Compliance
Education: (In Progress) BS in Accounting, Campbell Univeristy
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Lew Grant Client Success Specialist
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Lew Grant Client Success Specialist
Area of focus: Sales
Lynnette Regouby Tax Admin
Lynnette Regouby Tax Admin
Area of focus: Tax Admin
Jessica Hawkins Executive Assistant
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Jessica Hawkins Executive Assistant
Area of focus: Firm Management
Real Estate Owned: 2 units
Education: BS in Human Development, Colorado State University
Kevin Smith Software Developer
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Kevin Smith Software Developer
Area of focus: Software Development, AI Development
Education: BS in Management Information Systems from Barry University
Previous Companies: Self-Employed
Tanner Woolley Senior Tax Associate
Tanner Woolley Senior Tax Associate
Area of focus: Tax Compliance and Planning
Education: Masters in Accounting, Brigham Young University
Credentials: CPA
Previous Companies: PwC
Kathy Price Firm Administrator
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Kathy Price Firm Administrator
Area of focus: Firm Management
★★★★★
After working with multiple CPAs, we didn't think we'd ever find the right one. However, working with Hall CPA PLLC, real estate CPAs and advisors, was easy, quick, and efficient. They answered all our questions till we understood, this is exactly the kind of relationship we were looking to build with our CPA so that we can grow our tax knowledge.