Portney and Company Staff
Firm Partners
NAME |
TITLE |
EXTENSION |
Direct Dial |
| Jack M. Portney, CPA | Senior Partner | 550 | 551-497-7550 |
| Mary Lou Portney, CPA | Managing Partner | 583 | 551-497-7540 |
| Management Team | |||
Director of Technology and Administration, Business Management and Tax |
545 | 551-497-7545 | |
| Ferrari, James, MBA | Director of Finance, Monthly Accounting Services, Corporate Tax, QuickBooks Consultant and Audit |
538 | 551-497-7538 |
Staff List
Name |
Title |
Extension |
Direct Dial |
Specialty |
| Janet Blanchet | Staff Accountant | 537 | 551-497-7537 | Estates, Fraud, Audit & Tax |
| Dimitri( Jim) Cotelids | Staff Accountant | 534 | 551-497-7534 | Personal Taxes |
| Cheryl Ferrari | Staff Accountant, Insurance Specialist | 533 | 551-497-7533 | Personal Income Tax Preparation, Estates |
| Tee Nina | Administrative, Business Management Services | 546 | 551-497-7546 | Administrative, Business Management |
| Administrative, Tax | 548 | 551-497-7548 | Administrative/Tax | |
| Kate Kratochvill | Administrative | 536 | 551-497-7536 | Administrative |
| Michael Rose | Staff Accountant | 544 | 551-497-7544 | Corporate & Individual Services |
| Sergie Suslov, CPA | Staff Accountant | 542 | 551-497-7542 | Corporate Taxes & Audit |
| Brian Imbemba, CPA | Senior Auditor |
532 | 551-497-7532 | Auditing |
| Melissa Espinosa | Administrative Liason | 543 | 551-497-7543 | General Office |
| John L. Ferrari | Staff Intern | 541 | 551-497-7541 | Tax & General Office |
| Outside Consultants Various | Tax, Audit & Technology Services |
