Mission Statement Our firm's mission is to help build our clients' businesses and to enhance and preserve their wealth. Who We Are James E. Leonard, CPA, PLLC is an accounting firm that provides integrated services to business owners for whom business and personal finances are closely related. Professional Associations And Memberships New York State Society of Certified Public Accountants Client Satisfaction Our reputation is built upon a foundation of satisfied clients. Our goal is your complete satisfaction, nothing less. Whether we're preparing financial statements, dealing with the IRS or providing any other financial assistance, we have your best interests in mind.
Firm Roster James E Leonard, New York State Certified Public Accountant - business management consulting, litigation support, estate and retirement planning His work experience is as follows: Peat, Marwick, Mitchell & Co. (now KPMG), White Plains, NY and Stamford, CT offices (1978-1980); Kenneth R. Hancock, PA, PC, subsequently sold and renamed Richardson & Company, PC (1980-1986); sole owner of James E. Leonard, CPA (1986-1999); Member of James E. Leonard, CPA, PLLC (2000-present). He consistently meets and regularly exceeds the Continuing Professional Education (CPE) requirements of the New York State Board of Regents. He has also completed the American Institute of Certified Public Accountant's Certificate of Educational Achievement program for the valuation of businesses, including professional practices. Mr. Leonard's professional practice primarily consists of the areas of providing business consulting services, litigation services, estate and retirement planning, federal and state taxation, and preparation of financial statements. Mr. Leonard is a member of the United Health Services, Inc. board, United Health Services Foundation board and the Ideal Senior Living Center board. He is also a member of the Endicott Rotary Club. He is a past member of the Broome County Public Library Board of Trustees, the Triple Cities Economic Development Zone board and the Endicott Rotary Club Foundation board. He was also a member, director and officer of the Union Center Volunteer Fire Company, Inc. Deborah Bernardo, New York State Certified Public Accountant - business consulting, computerized accounting systems, individual and business tax planning In 1988, she graduated from Binghamton University, School of Management with a Bachelor of Science degree in Accounting. She completed the requirements to become a Certified Public Accountant and was licensed to practice in New York State in 1990. After graduation from Binghamton University, she joined the firm of Davidson, Buccasio & Updyke (now Davidson Fox & Co.), Binghamton, New York. She left Davidson in 1993 to become a partner in Bernardo & Sbarra, Certified Public Accountants in Endicott, New York through 2002. Deborah joined James E. Leonard, Certified Public Accountant, PLLC in November 2003. Ms. Bernardo is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants (since 1991). She consistently meets and regularly exceeds the Continuing Professional Education (CPE) requirements of the New York State Board of Regents, the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. Ms. Bernardo's primary areas of practice consist of personal, corporate and fiduciary income tax compliance and financial statements. Ms. Bernardo also specializes in design and installation of manual and computerized accounting systems, provides installation, support and training for Peachtree Accounting and other software. She has taught continuing education courses on Peachtree Software at Broome Community College. Ms. Bernardo volunteers for The Women's Fund of the Community Foundation for South Central New York and is a member of the Triple Cities Business and Professional Womens Organization. Jennifer Warholic In November of 2003, Jennifer completed an extensive income tax course by H&R Block. She annually attends the Cornell University National Income Tax Course. Jennifer's primary areas of work consist of personal income tax returns and corporate financial statements. She is also well versed with different accounting software including QuickBooks and Creative Solutions Accounting. Sandra Pinger Sandra's primary areas of work consist of full administrative support to the staff. She keeps the offices flowing very smoothly and efficiently on a daily basis. In her spare time, she has achieved a black belt from FMK Karate where she has been practicing for over six years. |