MEET YOUR ACCOUNTANTS

Stephen T. 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

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.

Mohammad Kamran

Senior Accountant

Hongli Jin

CPA and EA

Jennifer Serfass

Senior Accountant

Selena Hee

Senior Accountant

ADMINISTRATIVE STAFF

Jennifer Bara
Susan Caruso
Sandy Gorman