Meet Our Team

Our team of accounting experts are here for all of your accounting, tax, and bookkeeping needs. Our Team is committed to your success.

 

Frank Nardi CPA, CFP, ESQ. - Managing Partner

With over 20 years of public accounting experience, Frank is both a licensed CPA and an attorney in New Jersey and New York. His accounting and legal background make him uniquely qualified to handle complex personal and business taxation, and financial planning issues. He also provides financial planning services to individuals and business clients as a licensed Independent Registered Representative.

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Rahul Sharma CPA - Partner

Rahul is a licensed Certified Public Accountant in New Jersey.  He is a graduate of Fairleigh Dickinson University where he received his Bachelor’s and Master’s of Science degrees in accounting.  Rahul handles tax matters ranging from personal income tax preparation and planning to all business tax return preparation and planning.  He also provides bookkeeping services to a number of business clients.  Rahul is a member of both the NJCPA and AICPA.

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Joe Berardinelli, CPA, EA

Joe has been with the firm since 2003. He is a licensed Certified Public Accountant in New Jersey. He is also an Enrolled Agent, which allows him to practice before the Internal Revenue Service. He holds a B.A. in economics from Rutgers University and a B.S. in accounting from Bloomfield College. Joe specializes in individual as well as business tax return preparation.  Joe is knowledgeable in tax issues regarding NJ State Pensions, 457 plans and 403(b) plans. He enjoys helping clients in any way possible and represents clients in front of the IRS.  He is a member of the NJCPA.

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Traci O'Sullivan - Account Manager

Traci is a graduate of Montclair State University where she received a Bachelor of Science degree from the School of Business, with dual concentrations in Management and Marketing. She also obtained her Master of Business Administration Degree with a concentration in Accounting and is currently sitting for the New Jersey CPA exam.

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Holly Ackerman - Office Manager

Holly has been with our firm since its founding. She originally started with one of the family businesses in April 1997. She manages the daily business and office operations of our firm. In addition, she works with a number of our business clients preparing payroll and sales tax returns, as well as, providing monthly and quarterly accounting and bookkeeping services.

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Lucia Hutcheson - Bookkeeping Staff

Lucia has been with the firm since 2008. She assists with the administrative aspects of the firm as well as provides bookkeeping services to our business clients. Lucia also handles the processing of tax returns during busy season and makes sure each return is sent out to the client in the manner requested.

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Dalmairis Rodriguez - Receptionist

Dalmairis is our accounting receptionist and is ready to help answer client questions, help schedule client appointments, and help clients get in touch with the right accounting professional for their specific needs. 

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