The Team

 

We have some of the most experienced Tax Pros in the country, with unique backgrounds to meet our clients' needs.  More importantly, we thrive on delivering great customer service.

 
 

Brian Liebert, CPA/MBA

Specializations
Business Consulting & Advisory
Individual/Business Tax Filings

Brian is a licensed Certified Public Accountant in New York State, a long distance runner, and has his MBA from Duke's Fuqua School of Business.  He spent 4 years in public accounting at PwC, and has been managing Liebert Associates for over 10 years.

Sally Trauco, RTRP

Specializations
International Tax Filings
Individual Tax Filings

Sally is an IRS Registered Tax Return Preparer in North Carolina, specializing in international and nonresident tax clients for nearly 20 years.  She is a graduate of Western Carolina University and the University of NC Chapel Hill.  She is fluent in Spanish and loves travelling, hiking and the beach.

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Laura Cozza, EA

Specializations
IRS Audits & Mitigation
Individual Tax Filings
 

Laura is an IRS registered Enrolled Agent, combining 5 years experience as an IRS Auditor and 11 years as a tax preparer with various regional accounting practices.  Her focus at the firm is corporate and individual taxation.  In her spare time she enjoys photography and traveling.

Chris Lemoncelli, CPA

Specializations
Forensic Accounting
Individual Tax Filings
 

Chris is a licensed CPA in the state of Pennsylvania.  He is a graduate of Bloomsburg University, spent 2 years in public accounting, and is a former Revenue Agent for the IRS's Small Business/Self Employed Division.  He is an avid golfer. 

 
Keesha

Keesha Tyler, CPA/CFP

Specializations
Individual & Real Estate Tax Filings
Financial Planning

Keesha is a licensed CPA and a Certified Financial Planner Professional in Chicago.  She is a graduate of University of Tennessee, Knoxville and spent 4 years in Public Accounting with Ernst & Young, LLP.  She has over 14 years of experience providing accounting, tax, and financial planning services to clients.  Her specialization is with individuals, freelancers/solo entrepreneurs, real estate investors, and small business owners.  In her spare time she enjoys an active lifestyle of yoga, running, and spending time with her husband and 3 children.
 

Linda

Linda Ramsay, CPA

Specializations
Individua/Business Tax filings
Sales Tax Filings

Linda lives in the Texas DFW area and is a Certified Public Accountant.  She earned her Bachelor of Science in Information Management & Accounting from the University of Texas at Dallas and has over 20+ years’ of banking and accounting experience.  She focuses on tax issues for individuals and small businesses, and having run her own business gives her incredible insight into issues of her clients.  She is a also a QuickBooks Pro Advisor with Big-4 audit and tax experience.

 
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Laura Bulas, CPA

Specializations
Business Tax Filings
Individual Tax Filings

Laura is a CPA in the State of Connecticut and a mother of three.  She earned her BS in Accounting from Quinnipiac University and has over 26 years of tax and accounting experience. She provides accounting and tax services to individuals and businesses and is a Quickbooks Pro Adviser. When she isn't working, she enjoys spending time with her husband and three children.
 

Emily

Emily Montefusco, CCCSLP

Emily graduated from Boston University with a Masters Degree and is responsible for all operations of the firm. When it's not tax season, Emily's spends her time as a part-time speech pathologist, reading, and exploring NYC.