Contact Us: (802) 775-2341

info@vtcpas.com

                  Valente & Seward CPAs, PLLC

Certified Public Accountants

 

 

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Peter G. Valente, CPA, CFP
Managing Partner

Peter is a graduate of Castleton State College in Castleton, Vermont and has over 30 years of experience in all facets of public accounting. Peter's areas of special interest are taxation of limited liability companies, individuals, businesses, estates and trusts. Peter is a member of the Vermont Society of Certified Public Accountants, the American Institute of Certified Public Accountants and the Institute of Certified Financial Planners. Peter is an avid outdoorsman. He enjoys bass fishing, skeet shooting, and hunting with his Labrador Retrievers. Additionally, Peter enjoys riding his motorcycle in the summer and skiing in the winter.

Contact Peter: Valente@vtcpas.com
    Charlene

 

 

 

Contact Charlene: McFarren@vtcpas.com
Charlene R. Seward, CPA
Advanced Certified QuickBooks ProAdvisor
Partner

 

 

 

Charlene is a graduate of Castleton State College with a B.S. in Accounting and Finance. She was born and raised in Rutland and has been with our team since 1998. Charlene has expertise in corporate, partnership, trust and individual taxation and accounting. She is also an Advanced Certified QuickBooks ProAdvisor and supports our clients in their accounting software needs. She is a member of the American Institute of Certified Public Accountants and the Vermont State Society of Certified Public Accountants. Charlene is an active member of the community. She enjoys spending her free time with family and friends.
  
Pete

 

 

 

  Kristi
Kristi has experience in small business bookkeeping, payroll, and tax preparation for individuals and businesses. She is a graduate of Castleton State College and has a B.S. in Accounting and Management.  Kristi is currently a CPA candidate and hopes to obtain her CPA designation in the near future.  She enjoys being outdoors and spending time with her family and friends.
Contact Kristi: Raymond@vtcpas.com
Kristi N. Raymond
Staff Accountant

 

 

 

 

 

 

 

 

 

 

 

 

 


  Joanne
Joanne D. Lewis
Office Manager
Joanne is an integral part of Rosen, Valente & Willhaus and has been with our firm for 25 years. In addition to performing all office management functions, Joanne prepares payroll tax returns, oversees electronic filing of tax returns and assists with small business accounting services. She loves the outdoors and enjoys the Vermont countryside from her front porch.
Contact Joanne: Lewis@vtcpas.com

 

 

 

 

 

 

 

 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Lori has over 25 years of bookkeeping experience.  She is a graduate of Elmira College with an A.A.S. degree in Computer Science, and has continued her education at Castleton State College.  Lori has over 15 years of experience in preparation of payroll and individual tax returns.  She also has several years of experience preparing corporate, partnership and non-profit tax returns and accounting.  Lori is currently a CPA candidate and hopes to obtain her CPA designation in the near future.  She enjoys gardening, quilting and spending her free time with her family. 
Lori Marcy
Staff Accountant
Lori Marcy

 

 

 

 

 

 

 

Contact Lori:  Marcy@vtcpas.com


 

 

 

 

Contact Lori:  Marcy@vtcpas.com

 

 

 

 

 

 

 Phone: (802) 775-2341  -  92 Grove Street Rutland, Vermont 05701  -  Fax: (802) 775-8208