James F. Courtney, CPA, is a graduate of the American International College, obtaining a Bachelor of Science degree in Accounting in 1968. He became a Certified Public Accountant in 1971 and is licensed to practice in Massachusetts and Connecticut. Mr. Courtney was employed full time by the firm in 1982, and became a partner in 1984. He is presently the partner in charge of the firm's accounting and auditing practice and oversees the firm's quality control system.
Prior to joining the firm, Mr. Courtney had been employed as a controller for eight years in the private sector. Mr. Courtney also had been employed by the National Accounting Firm, KPMG Peat Marwick where he was senior accountant and responsible for audit field work. Some of his major engagements were in the fields of construction, manufacturing, retail, bank, service and nonprofit organizations and municipalities.
For several years, Mr. Courtney was an adjunct faculty member of Western New England College, Westfield State College and Holyoke Community College where he taught both graduate and undergraduate courses.
Russell H. Fink, CPA, is a graduate of the University of Hartford, obtaining his bachelor of Science Degree in Accounting in May 1975. Mr. Fink, originally from New Jersey, settled in Connecticut upon graduation. He has been employed with the firm since 1975, and was admitted to the partnership in October 1980. He has extensive experience in the areas of management and taxation and works closely with owners of non-public entities.
He is a member of the American Institute of Certified Public Accountants and the Connecticut Society of Certified Public Accountants.
Mr. Fink resides in Unionville, Connecticut with his wife. In his spare time you can find him on the golf course and rooting for the Yankees.
Christopher J. Forbes, CPA, is a graduate of the University of Connecticut, obtaining a Bachelor of Science Degree in Accounting in May 1979. Mr. Forbes, a native of Connecticut, was employed full-time by the firm in August 1980, and became a partner in October 1984. He has extensive experience in federal and state taxation of individuals, partnerships and corporations. His areas of expertise is estates and trusts and includes estate planning, federal and state taxation, and estate and trust accounting. He is a member of the National Tax Division of the American Institute of Certified Public Accountants, the Connecticut Society of Certified Public Accountants, and the Estate and Business Planning Council of Hartford, Inc.
Mr. Forbes resides in West Hartford, Connecticut with his wife and two children.
David R. Lefkowitz, CPA, is a graduate of the University of Rhode Island, obtaining his Bachelor of Science degree in Accounting in 1987. Mr. Lefkowitz has been employed with the firm since 1990 and was admitted to the partnership in 2000. He has various accounting, tax and estate planning experience for small and large corporations as well as for individuals. He is a member of the American Institute of Certified Public Accountants and the Connecticut Society of Certified Public Accountants. Mr. Lefkowitz was a member of the Bloomfield Rotary Club from 1995 to 2000 and from 2000 to 2007 was a board memember of a local non-profit organization.
Mr. Lefkowitz resides in West Hartford, Connecticut with his wife and two children.
Anna E. Lichtin, CPA, obtained her Bachelor of Science degree in Accounting in 1985 from Kiev College of Business Administration in Kiev, Ukraine. Ms. Lichtin has extensive knowledge in accounting, including cost accounting, budget preparation, ratio analysis, inventory control, accounts payable, accounts receivable, quarterly payroll tax reports and the preparation of financial statements. Anna Lichtin is a Quickbooks Certified Proadvisor and has over twenty (20) years experience in preparing federal and state income tax returns for both corporations and individuals.
Ms. Lichtin is fluent in reading, writing and speaking Russian and Ukrainian.
Daniel Knierim, is a graduate of Roger Williams University obtaining his Bachelor of Science degree in Accounting in 2010. He is currently a CPA candidate, most recently passing various parts of the CPA examination. Dan joined the firm as an Associate in December 2011. Previous to his employment with our firm, Dan gained accounting and tax experience through internships with various CPA firms throughout the Greater Hartford Area.
Mr. Knierim resides in Simsbury, Connecticut.
Dianna Lysak, is the firm's office manager. With over 26 years of administrative experience Dianna assists in quarterly write-up and sales tax preparation, bank reconciliation, assembly of all corporate, estate and individual tax returns including quarterly payroll reports and the year-end processing of 1099s and W-2s and is an excellent resource for the firm's policies and procedures.