Shari is a Client Services Partner concentrating in taxation. She boasts 25 years of experience and has been with BHC&B since 2000. Her expertise spans several industries and areas of tax, such as corporate, partnership, limited liability companies, and individuals. She also holds QuickBooks ProAdvisor certification, allowing her to advise clients on the setup and maintenance of their QuickBooks accounting systems. Shari is a member of American Institute of Certified Public Accountants (AICPA) and the Connecticut Society of Certified Public Accountants (CTCPA). She graduated from the University of Buffalo with degrees in both Accounting and Management Information Systems.
Shari has served on the boards and committees of many local civic and charitable organizations, and has been an active leader in the Disaster Services section of the American Red Cross. This past summer she took up golf and hopes to spend time, when not at work, on developing her game. She also enjoys reading, exercising, and spending time with her family in Trumbull.
David is the Managing Partner of BHCB. He has extensive experience in the tax, accounting and business services areas.View Bio
Marty is one of the firm’s tax partners. He has been with the firm as a partner since January 1990.View Bio
Jay has been with the firm since 2003 and became a partner in January 2015. . He specializes in accounting and auditing and has expertise in not-for-profit organizations, employee benefit plans, professional services organizations, manufacturing and continuing care retirement communities.View Bio