James Bergey Jr., CPA

"J" earned his Bachelor of Science in Accounting from the University of Delaware. He has been a Certified Public Accountant (CPA) for more than 35 years. J is a member of the American Institute of Certified Public Accountants (AICPA) and the Maryland Association of Certified Public Accountants (MACPA). He specializes in trust, guardianship, and receivership services, as well as consulting in business, personal, tax, estate planning and real estate development. Residing in Berlin, Maryland with his wife, J is an active member of his community. He currently serves on the Board of Directors for Calvin B. Taylor Banking Company and serves as the chairman of the Finance Committee of the Atlantic General Hospital Corporation.

Amanda Kiesewetter, CPA/PFS CFP™ 

Amanda received her Bachelor of Arts from Salisbury University and obtained the Professional Accounting Studies Program Certification in 1998. She is a member of the AICPA, the MACPA, and the Maryland Society of Accountants. A proven expert in the field, Amanda is a licensed CPA, Certified Financial Planner™, and Personal Financial Specialist (designated by the AICPA). She specializes in tax planning and preparation of corporate, partnership, individual, trust, and estate income tax returns, estate tax administration and planning, and financial planning. Amanda resides near  Snow Hill, Maryland with her family and is a corporate member of the Investment Subcommittee of the Atlantic General Hospital as well as a member of Professional Partners of the Eastern Shore, Inc.

James Ryan Bergey III., CPA

Ryan earned his Bachelor of Science in accounting and finance from the University of Maryland, College Park in 2005. He earned his CPA license in 2006. In addition to tax law, he specializes in business consulting (e.g. new business set-up, investment analysis, management, buying and selling businesses, real estate transactions and financing). Ryan has a wide variety of clients by industry and size, but in particular he has many clients in agriculture, construction, restaurants, professional services and retail industry groups. He resides in Berlin, Maryland with his family, and is an active member of the community. Ryan currently serves on the Board of Directors for Calvin B. Taylor Banking Company. He is also on the Board of Directors at Atlantic General Hospital Corporation in Berlin and Hudson Health Services, Inc. in Salisbury, Maryland. 

Jamy Davy, CPA

Jamy received his Bachelor of Science in accounting from West Virginia University. He received his CPA license in 1996 and is a member of the AICPA. His areas of expertise are business and personal tax planning and preparations, bank consulting and loan review, real estate investing, planning and development, 1031s, small business planning and consulting, and restaurant and hospitality consulting. Jamy resides in West Ocean City, Maryland with his family.

 
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Kate Hulme, CPA

Kate earned her Bachelor of Science in Accounting from Methodist University in 2005. She has over 10 years of experience in public accounting and is a licensed CPA. She is a member of AICPA and Maryland Society of Accounting & Tax Professionals. She specializes in tax planning and return preparations for individuals, corporations, partnerships and nonprofits. Kate resides in Bishopville, Maryland with her family.

 

ALEX WEST, CPA

Alex received his Bachelor of Science in Accounting from Widener University. His main focus is working closely with business clients providing tax planning and compliance services. He has over 12 years of public accounting experience preparing personal, business and fiduciary tax returns. He is affiliated with the American Institute of Certified Public Accountants and Maryland Society of Accounting & Tax Professionals. He serves as a Board Member of Worcester G.O.L.D a non-profit organization that provides support for the local community.

Stefanie Franklin, Accountant

Stefanie earned her bachelor of Science in Accounting from Salisbury University. She specializes in tax planning and preparations for individuals, corporations, partnerships and trusts. Stefanie serves as a board member for The Eastern Shore Mountain Bicycling Association and The Cricket Center. She is also a member of the MSATP and an active team member for Relay for Life of Wicomico County. Stefanie resides in Salisbury, Maryland with her family