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What sets us apart from other CPA firms in Southern New England quite simply is our people. Besides holding positions in some of the largest CPA firms in the country, our principals have experience that includes serving as Chief Financial Officer and later as President of a privately owned company. In addition we also have a tax lawyer in the firm. While credentials are important, it is the breadth of experience and what we do with our credentials that sets us apart. We have been on your side of the table and thus have a unique perspective and understanding of your needs and interests. At the same time, we are highly trained and specialized to meet all your financial and business consulting needs.

While our mandate is to provide our clients with the highest level of quality and responsive service, it is important for you to know that our firm's standards and practices are reviewed by an audit team appointed by the American Institute of Certified Public Accountants. This is an internal review group made up of our peers and serves as a quality control unit amongst all members.

 

Daniel E. Kieliszak, Esquire, CPA (Partner). Dan Received his B.A. degree from St. John Fisher College in Rochester, N.Y., and his law degree from Catholic University. He has worked with two international public accounting firms (Ernst & Whinney and Laventhol & Horwath) where he served in the E&W National Tax Department and as a senior tax manager, specializing in business, personal and estate tax planning and consulting. He has spoken at tax seminars throughout New England, television and radio shows and has published several articles. Dan has also specialized in preparing business valuations, including testifying in court and acting as arbitrator and Master in Rhode Island. He is a member of the Bar Associations in Virginia and Washington D.C., as well as a member of the American Bar Association. Dan is a member of the Rhode Island Society of CPAs and the American Institute of CPAs. As a past chairman of the Speakers Bureau and a member of the CPA/Attorney Liaison Committee of the Rhode Island CPA Society, he continued to serve on various committees of the Society. Dan taught commercial law for 15 years at Rhode Island College for Lambers CPA Review. (Veteran - U.S. Air Force).

James R. Eggert, CPA, CMA, CVA (Partner). Jim is a graduate of University of Massachusetts-Dartmouth and is also a Certified Management Accountant and Certified Valuation Analyst. He served as Chief Financial Officer and gained valuable experience in business consulting. He has taught accounting at Dean Junior College and has been published in a national accounting magazine. He served on the Providence Chapter of the National Association of Accountants as director for the CMA program and has served on the accounting, auditing and Quality Review Committee of the Rhode Island CPA Society. Jim is a member of The Massachusetts Society of CPAs and the American Institute of CPAs and the National Association of Certified Valuation Analysts. (Veteran - U.S. Navy).

Richard Swanson, CPA, MST, MBA, BSEE. Dick is a graduate of Northeastern University and Bryant College. He has extensive experience as the Rhode Island program manager responsible for the preparation of proposal estimates, including direct and indirect costs, for government contracts. Dick also has extensive small business retail experience, having owned his own retail store since 1982. He is a consultant for the Rhode Island Small Business Development Center at Bryant College. He is a member of the Rhode Island Society of CPAs and the American Institute of CPAs. (Veteran - U.S. Navy).

Monique D. Oliveira, EA. Monique received her Bachelor of Science degree in Accounting from the University of Massachusetts-Dartmouth and an M.B.A. from Bryant College. She is an Enrolled Agent, eligible to practice before the Internal Revenue Service. Monique was employed by a dental practice in Fall River, Massachusetts for several years as office manager and handled all phases of payroll taxes, accounting and office procedures, and was Senior Accountant for the firm of Ed Sylvia, CPA in New Bedford, Massachusetts. She is a member of the National Association of Enrolled Agents, and the Massachusetts Society of Enrolled Agents.

Paul K. Maraghy, CPA, CFP. Paul is a 1983 graduate of Merrimack College. Prior to joining Kieliszak, Eggert & Co. Ltd., Paul worked at Price Waterhouse where he concentrated on tax planning and compliance issues for individual and small business. In addition to many years of experience in public accounting, Paul has also owned and operated a retail and wholesale institutional bakery. As a Certified Financial Planner, Paul is a member of the Institute of Certified Financial Planners and the Rhode Island Society of the Institute of Certified Financial Planners.

Elaine S. Oliver, CPA, B.S. Elaine graduated summa cum laude from Rhode Island College with a Bachelor of Science degree in Accounting and General Management. She was employed at Health-Tex, Inc. for 12 years in operations, responsible for forecasting production needs, inventory allocation, and distribution planning. She is a member of the American Institute of CPA's, the Rhode Island CPA Society, and the Institute of Management Accountants.

Lianne M. Joslin, Lianne graduated in three years, summa cum laude, from Johnson & Wales University with a Bachelors Degree in Accounting with Concentrations in Fraud Examination, Legal Issues and Applied Mathmatics. She is currently pursuing he Master of Science Degree in Taxation from Bryant University. She is also an Associate member of the American Institute of CPAs, and the Association of Certified Fraud Examiners.

We gratefully acknowledge the dedication and professionalism of additional staff and administrative support personnel, too numerous to mention in the space provided herein.