Contact Us
Main Office
- 1013 W. Washington Street
- Suffolk, VA 23434
- Main Number: 757-539-2953
- Fax: 757-539-3808
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Frank A. Spady III, CPA
- Phone: 757-539-2953 ext. 323
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After graduating with a Bachelor of Business Administration in Accounting from the College of William and Mary in 1982, Frank earned his CPA designation in 1985. He has over 35 years of experience in public accounting, specializing in individual and small business income taxation and tax planning, small business financial planning, and estate planning.
Professional Affiliations
- American Institute of Certified Public Accountants
- Virginia Society of Certified Public Accountants
- Tidewater Chapter of the Virginia Society of Certified Public Accountants
Robert M. Moore, Jr., CPA
- Phone: 757-539-2953 ext. 322
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Bob has over 40 years of experience in public accounting. He graduated with a BS in accounting from Bob Jones University in 1977, earning his CPA designation in 1980. In addition to individual and business taxation, Bob specializes in auditing, attest engagements, and peer reviews.
Professional Affiliations
- American Institute of Certified Public Accountants
- Virginia Society of Certified Public Accountants, Technical Reviewer to Peer Review Committee
- Tidewater Chapter of the Virginia Society of Certified Public Accountants
- Isle of Wight Chamber of Commerce, Board Member and Treasurer
- Isle of Wight Community Foundation, Board Member and Treasurer
- North Suffolk Rotary Club, Board Member and Treasurer
Katherine P. Wright, CPA
- Phone: (757) 539-2953 ext. 328
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Katherine graduated in 1994 with a BBA in accounting from the College of William and Mary and earned her CPA designation in 2000. With over 15 years of experience in public accounting, Katherine specializes in audit, attest, peer reviews, and individual and small business income taxation.
Professional Affiliations
- American Institute of Certified Public Accountants
- Virginia Society of Certified Public Accountants
- Tidewater Chapter of the Virginia Society of Certified Public Accountants
Kit C. Ward, CPA
- Phone: 757-539-2953 ext. 327
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Earning a Bachelor of Science degree in accounting from Christopher Newport University in 1995, Kit completed the requirements for her CPA designation in 1997. In her 24 years in the accounting industry, Kit has a wide range of experience with small business accounting, auditing, and individual and small business taxation.
Professional Affiliations
- American Institute of Certified Public Accountants
- Virginia Society of Certified Public Accountants
- Tidewater Chapter of the Virginia Society of Certified Public Accountants
Mark S. Joyner
- Phone: 757-539-2953 ext. 326
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Mark graduated from Chowan University in 1999 with a Bachelor’s degree in accounting. He has put his 20 years of experience to work in the fields of individual and business taxation as well as auditing and attest services.
Professional Affiliations
- Virginia Society of Certified Public Accountants
Patsy B. Ward
- Phone: 757-539-2953 ext. 334
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Patsy has over 40 years experience in public accounting. She is ready to assist clients with tax preparation and accounting for both personal and small business needs, particularly for those who require payroll and Quickbooks support.
Professional Affiliations
- Virginia Society of Certified Public Accountants
- Tidewater Chapter of the Virginia Society of Certified Public Accountants
Jaclyn Smith
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Jac completed her BSBA degree from the University of Mary Washington in May of 2013 and earned a Masters of Accounting (MBA) in December 2014 from the University of Hawai'i at Manoa. She specializes in both individual income and small business taxation.
Professional Affiliations
- American Institute of Certified Public Accountants
Frank C. Schwalenberg
- Phone: 757-539-2953 ext. 324
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Frank graduated from the University of Richmond with a Bachelor of Commerce degree in accounting. He has over 40 years experience in Pension and Benefits consulting, ranging from installation, on going administration and termination of retirement plans. He previously served on the IRS advisory committee as a liaison between Pension administrators and the IRS.
Terry Sawyer
- Phone: 757-539-2953 ext. 321
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Dawn Faldowski, RSSA
- 757-539-2953 ext. 330
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Dawn received a Bachlors of Science in Business Administration from Wilkes University in 1981. She has specialized in Individual tax for 25 years. Dawn recently completed the National Association of Registered Social Security Analyst and received her RSSA designation. She also works on client communications, IT and is a Notary.
Morgan Longo
- Phone: 757-539-2953 ext. 333
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Smithfield Office
- 353 Main Street
- Smithfield, VA 23430
- Phone: 757-357-5200
- Fax: 757-357-0500
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Tammy Harris
- Phone: 757-357-5200
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