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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
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
Alex Frazier Accounting Manager
Alex Frazier Accounting Manager
Area of focus: Outsourced CFO Services
Credentials: CPA
Education: BA in Accounting, MS State University
Previous companies: BRS CPAs & Advisors; Kessler & Associates, LLC
Jenn Kintz Accounting Manager
Jenn Kintz Accounting Manager
Area of focus: Outsourced Controller Services
Credentials: CPA
Education: MS in Accounting, Stetson University; BS in Accounting, King's College
Previous companies: Benco Dental Supply, Diversified Information Technologies, Joseph Paciotti CPA
Katie Ripp Tax Manager
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Katie Ripp Tax Manager
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
Tanner Woolley Tax Manager
Tanner Woolley Tax Manager
Area of focus: Tax Compliance and Planning
Real estate owned: 1 rental property
Education: Masters in Accounting, Brigham Young University
Credentials: CPA
Previous Companies: PwC
Justin Shore Advisory Manager
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Justin Shore Advisory Manager
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.
Joanne Kelly Senior Accountant
Joanne Kelly Senior Accountant
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
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
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
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
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Devon Edwards Senior Tax Associate
Devon Edwards Senior Tax Associate
Area of focus: Tax Compliance
Education: BS in Accounting, Oklahoma Wesleyan University
Previous Companies: CapEx Tax & Accounting Services LLP
Thao Nguyen Senior Tax Associate
Thao Nguyen Senior Tax Associate
Area of focus: Tax Compliance
Credentials: CPA
Previous Companies: Park Fowler & Company, PLLC; Skrobarczyk & Partridge CPAs PLLC
Piao Sam Senior Tax Associate
Piao Sam Senior Tax Associate
Area of focus: Tax Compliance
Education: Bachelor of Accounting from the University of Florida
Previous Companies: Anderson Advisors
LinkedIn profile: https://www.linkedin.com/in/piao-sam-b906b320/
Matt Hamilton Senior Tax Associate
Matt Hamilton Senior Tax Associate
Area of focus: Tax Compliance
Education: BS in Accountancy from SIU Edwardsville, MBA in Business Analytics from SIU Edwardsville
Previous Companies: Novogradac & Company LLP
LinkedIn profile: https://www.linkedin.com/in/matt-hamilton-cpa/
Jennifer Shelton Senior Accountant
Jennifer Shelton Senior Accountant
Area of focus: CFO Services and Accounting
Education: BS in Accounting, Missouri State University
Previous Companies: Prosperiti Partners, Missouri Valley REIT Management
Phoebe Birundu Senior Accountant
Phoebe Birundu Senior Accountant
Area of focus: CFO Services and Accounting
Education: BA University of Nairobi, MBA University of Nairobi, MS in Accountancy University of St. Thomas
Previous Companies: Optio Rx LLC, McGladrey & Pullen LLP, KPMG LLP
Spring Bennett Senior Accountant
Spring Bennett Senior Accountant
Area of focus: CFO Services and Accounting
Education: BS in Accounting, Central Washington University
Previous Companies: Supporting Strategies, West Coast Self-Storage, Precept Wine, and Emeritus Senior Living
LinkedIn profile link:https://www.linkedin.com/in/spring-bennett-70287339/
Jennifer Knott Senior Accountant
Jennifer Knott Senior Accountant
Area of focus: CFO Services and Accounting
Education: BS in Accounting, Texas A&M University-San Antonio
Previous Companies: Marshall Reddick Real Estate, KFW Engineers & Surveying, JLL
Hope Goffeney Senior Accountant
Hope Goffeney Senior Accountant
Area of focus: CFO Services and Accounting
Education: BA in Economics from Lyon College (Batesville, AR)
Previous Companies: Rain Bird Corporation, Baptist Bible College, Prosperiti Partners LLC, Medical Consulting Group LLC, Kessler & Associates LLC
LinkedIn profile link: www.linkedin.com/in/hope-goffeney-64a37930
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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Darius Hurtt Tax Associate
Darius Hurtt Tax Associate
Area of focus: Tax Compliance
Education: BBA in Accounting, Christopher Newport University
Previous Companies: PBMares, LLP
William Jessup Tax Associate
William Jessup Tax Associate
Area of focus: Tax Compliance
Education: BBA in Accounting, University of Cincinnati
Previous Companies: Kollath & Associates, CPA LLC
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Kate Menz Tax Associate
Kate Menz Tax Associate
Area of focus: Tax Compliance
Education: (In Progress) BS in Accounting, Campbell University
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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
Kathy Price Firm Administrator
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Kathy Price Firm Administrator
Area of focus: Firm Management
McKeller Knox Executive Assistant
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McKeller Knox Executive Assistant
Area of focus: Firm Management
Education: BS and Masters in Social Work, East Carolina University
Past companies: Beaufort County Department of Social Services, Boys and Girls Homes of NC, and ECU Health Medical Center
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Elyse Gross Tax Intern
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Elyse Gross Tax Intern
Area of focus: Tax Compliance
Education: (In Progress) BS in Accounting, Campbell University
★★★★★
Hall CPA PLLC, real estate CPAs and advisors, helped me save $37,818 on taxes by recommending and assisting with a cost segregation study. With strategic multifamily rehab and the $2,500 de minimus safe harbor plus cost segregation, taxes on my real estate have been non-existent for a few years (and that includes offsetting large capital gains from the sale of property).