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MEET YOUR ACCOUNTANTS

Stephen Lam

CERTIFIED PUBLIC ACCOUNTANT

 

Stephen Lam is a financial manager and CPA in the business of helping businesses grow and succeed. Along with business successes, passion for helping people is also Steve’s way of life. Steve helps many people with tax planning and investments to achieve their life goals. As a Rotarian, Steve helped others obtain the aid needed for their family and communities through various fundraising means.

 

Steve is a Rutgers University School of Business graduate and obtained his experience in accounting and auditing, as well as taxes at the Big 4, Mid-tier as well as Super-regional firms prior to branching out on his own. Steve also previously served as controller for manufacturing and healthcare organizations.

 

Aside from his Rotarian responsibilities, Steve strongly believes in the family structure and therefore has created a family-centric approach to the firm. Steve places the human aspect of service as his top priority from employees' flex time to take care of family, emergency leave, work from home and helping clients with issues beyond financial and taxes.

Lisa Lam

CERTIFIED PUBLIC ACCOUNTANT

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Lisa Lam is a CPA with over twenty years of experience in public accounting, taxation, auditing, and financial statement preparation. At our firm, Lisa researches and reviews complex tax situations, helping clients in both individual and corporate contexts. Lisa is passionate about maintaining an updated understanding of accounting law and is a member of the New York State Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Lisa is a graduate of the Rutgers University School of Business. In her free time, Lisa enjoys cooking and spending time with her children.

Mahnaz Moradi

CERTIFIED PUBLIC ACCOUNTANT

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Mahnaz Moradi is an experienced Finance Manager with over a decade of accounting and financial management experience. She earned her CPA certification in 2010 and completed her MBA in 2017. Her professional background includes financial statements, analytics at fortune 500 corporations as well as taxation reviews and preparation experience at tax firms including H&R Block.
 

Outside of work, Mahnaz is a proud mother of two college students, a 20-year-old son and an 18-year-old daughter. She shares her home with two beloved pets, a dog and a cat. In her free time, she enjoys traveling to new destinations with her family, socializing with friends, and maintaining an active lifestyle through regular gym attendance.

Leah Rizada

Sr. Accountant, CPA Candidate

Nhan Ngo

Staff Accountant

Abu Faras

Sr, Accountant, CA Candidate

Alex Bara

Accounting Intern

MEET YOUR ADMINISTRATIVE PROFESSIONALS

Jennifer Bara

Business Operation Manager

Susan Caruso

Advisor Assistant

Libby Kelly

Administrative

Kathy Silver

Administrative

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