Our Team

Jon I. Yaeger, CPA

Jon I. Yaeger, CPA

Jon is a graduate of SUNY Brockport and offers over 30 years of experience in accounting with 27 years in taxation. His specialties include business valuations, forecasting and budgeting, financial statements, corporate, partnership, individual taxation, and various accounting software. Outside the office, Jon is an avid soccer enthusiast and enjoys the great outdoors, especially the Adirondack Mountains.
Charles A. Treviso, CPA, CFE, PFS

Charles A. Treviso, CPA, CFE, PFS

Chuck is a graduate of Rochester Institute of Technology and offers over 25 years of accounting
experience. He focuses on value-added services and specializes in individual and small business
taxation, estate planning, and financial retirement and education planning.

Chuck lives with his family in Fairport, New York, and enjoys spending time with his
four children, reading, baseball, golf, community activities and events.

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John H. Keele, CPA

John graduated from Rochester Institute of Technology and offers more than 27 years of accounting experience. His specialties include individual and small business tax compliance and planning.

On a personal note, John enjoys reading, guitar, and spending time with his family.

Jennifer E. Mahns, CPA, CDFA

Jennifer E. Mahns, CPA

Jenna graduated from Rochester Institute of Technology and has over six years of accounting and tax preparation experience. She is fluent in QuickBooks and specializes in bookkeeping, controllership, and individual and small business taxation preparation and planning.

Carl Gangarosa, CPA

Carl Gangarosa, CPA

Carl is a graduate from SUNY Geneseo and offers over 30 years of accounting experience. He excels at establishing financial policies, procedures, and effective strategies for fiscal planning and forecasting. His specialties include tax administration, general accounting, management reporting, bookkeeping, controllership, back office administration, and month-end closing.

More about Carl:

ā€œIā€™m married to my beautiful wife Suzanne, and we have been blessed with two beautiful daughters, Cecilia and Samantha. We live in Penfield, New York. I strive to be the best husband and father to my very special three girls. We welcomed a new addition to our family in May 2020 – a blue merle mini cockapoo puppy named Bleu. I enjoy participating in family activities, cooking, baking, playing and watching sports, exercising, poker, watching tv series, theatrical movies and hanging out with my family and friends.ā€

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Angela Raczka, CPA

Angela graduated from SUNY Geneseo and has over 11 years of accounting experience. She specializes in fiduciary, individual and corporate tax returns and planning, financial statement preparation, and trusts and estates.

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Brenda J. Rooks, CPA

Brenda graduated from SUNY Geneseo and has over 25 years of accounting experience. She specializes in individual and corporate tax preparation and planning, compensation, and is our team leader for financial statement engagements.

Ann Lazzaro, EA

Ann Lazzaro, EA

Ann graduated from Monroe Community College and has over 32 years of accounting experience including 14 years of tax preparation. She specializes in the preparation of individual and small business tax returns, as well as sales tax filings. Ann is fluent in QuickBooks and is focused on helping her clients the best way she can.

Karlie Jo Haungs, EA

Karlie Jo Haungs, EA

Karlie graduated from Houghton College and has over six years of accounting experience. She excels in bookkeeping, individual and small business taxes, and administration.

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Joseph M. Marino

Joe graduated from Rochester Institute of Technology and offers over 35 years of accounting experience. He specializes in individual tax preparation and planning.