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Our Team

 

Johna Peachin, CPA

 

  • EDUCATION
  • Graduated from State University of Oneonta, NY 1984, with a degree in Business Economics
  • Completed the necessary requirements to become a Certified Public Accountant and was licensed to practice in New York State in 1987
  • Has been with the firm since 1984 and became partner in 1988
  • Consistently meets and regularly exceeds the Continuing Professional Education requirements of the New York State Board of Regents
 
  • ACCOMPLISHMENTS
  • Has extensive experience with S-Corporations and LLC's which she favors most for small business operations
  • Has successfully defended audits involving hobby-loss, S-Corporation wage issues, artists, and home office issues
  • Has experience with farm operations of both large ranches and smaller family farms
  • Has aided in complex business succession planning involving family transfers, designing transfers with key employees, as well as selling to outsiders
  • Has successfully handled New York State issues including sales tax audits, Offers in Compromise and collection problems
  • Provides both tax and financial advice for estate planning to all levels of clients
  • Is asked by her clients to act as trustee for trusts and executrix for estates
  • Time is taken to intimately understand the unique need of each client
  • Handles all aspects of international taxation for individuals
  • Has been successful in negotiating offers with the Internal Revenue Service on behalf of clients
 
  • MEMBER
  • Past President and current Treasurer of the Oneonta YMCA
  • Past Treasurer of the Foothills Performing Arts Center
  • Hartwick College Planned Giving Advisory Council
  • New York State Historical Association
  • Upper Catskill Council of the Arts
  • Otsego County Chamber of Commerce
  • Empire Orienteering Club
  • New York State Farm Bureau member
  • Participates in downtown Oneonta improvement groups

peachin@aol.com

 

Patricia A. Sperry, EA

 

  • EDUCATION
  • Graduated with honors from State University of Oneonta, NY in 2004 with a Bachelor of Science degree in Accounting and a minor in Finance
  • Licensed Enrolled Agent
  • Certified QuickBooks Pro Advisor
  • Regularly attends and completes continuing professional education training
 
  • ACCOMPLISHMENTS
  • Has experience in the areas of individual, business and nonprofit taxation
  • Has assisted in successfully defending audits involving hobby loss and home office issues
  • Provides installation, support and training of manual and computerized accounting systems
  • Has experience in the administration and filing requirements of the New York State Empire Zone program
 
  • AREAS OF PRACTICE
  • Income tax preparation for all types of businesses, as well as individuals and nonprofits
  • Payroll taxes
  • Sales tax
  • Bookkeeping
  • Tax planning

patricia@peachingroup.com

Melissa M. Fuller, EA

  • EDUCATION
  • Graduated from State University of Oneonta, NY 2008, with a Bachelor of Science degree in Business Economics and a concentration in Accounting
  • Cornell Federal and New York State Income Tax Training, 2009-2020
  • Licensed Enrolled Agent
 
  • ACCOMPLISHMENTS
  • New York State Licensed Notary Public
  • Has successfully assisted with New York State issues including sales tax audits, Offers in Compromise and collection problems
  • Has aided in successful negotiation with the Internal Revenue Service on behalf of clients
  • Has experience helping clients with tax planning and complex tax issues
 
  • MEMBER
  • Board Treasurer of Dorothy and Lewis B Cullman Child Development Center Inc.
  • Town of Bainbridge Councilwoman
 
  • AREAS OF PRACTICE
  • Fuel tax refunds
  • Payroll taxes
  • Sales tax
  • Bookkeeping
  • Tax planning
  • Tax preparation for individuals, businesses and nonprofits
  • Offers in Compromise
 

Alex J. Miller, CPA

Alex

  • EDUCATION
  • Graduated from State University of Oneonta, NY 2014, with a Bachelor of Science degree in Professional Accounting
 
  • MEMBER
  • Treasurer of The Greater Oneonta Historical Society
 
  • AREAS OF PRACTICE
  • Tax preparation for individuals, businesses and non-profits
  • Payroll taxes
  • Sales tax
  • Bookkeeping

 


 

Lisa Hall

Lisa joined The Peachin Group, LLC in the summer of 2015 and brings many years of office administrative experience with her. Lisa manages the day-to-day operations of the firm. She is here to assist clients, oversee billing and communications, as well  as maintain general administration.