Our mission is to help clients understand the complexities in Federal and State tax laws by providing high quality and personalized services so that they can make informed tax and financial decisions. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Our firm is dedicated to meeting these goals with high standards of excellence and professionalism.
Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Peterson, Campoli & Associates CPAs, PLLC receive competent and timely advice.
Individual and Fiduciary Income tax preparation Heather has a warm and relaxed style that combines a professional attitude with a genuine interest in giving value to her clients. Her approach is to take the time to listen to the client in order to understand their needs and objectives. Once the mission is clear, she is tenacious about getting the job done. With years of experience in estate matters, she is sensitive to the emotional and overwhelming experience that is felt. She takes great satisfaction in helping clients navigate through tough times. New York State College of Saint Rose, Albany, New York Schenectady County Community College, Schenectady, New York 2015 YWCA Susan Rosenthal Woman in Business AwardAreas of Expertise
Estate, gift and trust taxation
Accountings for estates, trusts and guardianships
Bookkeeping services for seniorsPersonal Profile
Education and Professional License
Licensed as a Certified Public Accountant
B.S/M.S., Accounting, Magna Cum Laude
A.A.S., AccountingProfessional Associations
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
President, Board of Directors, Downtown Schenectady Improvement Corp.
2019 Schenectady BPW Woman of the Year Award
Individual income tax preparation Colleen is a native of Schenectady. She is a good listener with a sense of humor that is infectious. Her 30 plus years in public accounting, along with her passion, honesty, and professionalism have given her the knowledge and experience to understand clients' needs to help them reach their goals. Colleen lives in Rotterdam with her husband Greg and her son Anthony. Siena College Peterson, Campoli & Associates CPAs, PLLC, Schenectady, New York Member of the American Institute of Certified Public Accountants Board member of Ingersoll Place Assisted Living and Animal Protective FoundationAreas of Expertise
Business and Not-for-Profit Organizations: Tax preparation, financial statements, accounting and bookkeeping services
Tax resolution for all areas of taxation with Federal and State taxing authorities.Personal Profile
Education and Professional License
Bachelors of Business AdministrationProfessional Experience
Member/owner in company established 2018Professional Associations
Individual and Fiduciary Income tax preparation Ken has an incredible eye for detail and “excels” at accountings that require detailed spreadsheet work. He is the go to guy for getting our software to perform better and more efficiently. His preparedness, patience and ability to work with clients are carried over from his long career as a Niskayuna middle school math teacher. New York State State University of New York Oneonta, New York Russell Sage, New York American Institute of Certified Public AccountantsAreas of Expertise
Estate, gift and trust taxation
Accountings for estates, trusts and guardianshipsPersonal Profile
Education and Professional License
Licensed as a Certified Public Accountant
B.S./M.S., Education
B.S., Accounting
Omicron Delta Epsilon, Honor Society in EconomicsProfessional Associations
New York State Society of Certified Public Accountants
Income tax preparation for individuals, partnerships, LLCs/LLPs, corporations, and not-for-profit organizations Zuzana is a diligent worker who is very detail-oriented and knows how to get the job done efficiently. She lives locally with her husband Greg and her two daughters, Julia and Alexis. New York State Champlain College, Burlington, Vermont Community College of Vermont, Burlington, VermontAreas of Expertise
Small business set up
Compilations and reviews
Bookkeeping, sales tax, and payroll servicesPersonal Profile
Education and Professional License
Licensed as a Certified Public Accountant
B.S., Accounting
A.S., Management
Individual, Business, and Not-for-Profit income tax preparation Dmitri joined Peterson, Campoli & Associates in October 2018. Vermont University at Albany, Albany, New York American Institue of Certified Public AccountantsAreas of Expertise
Audit of Municipal and Not-for-Profit entities
Personal Profile
Education and Professional License
Licensed as Certified Public Accountant
B.S./M.S., AccountingProfessional Associations
Vermont Society of Certified Public Accountants
Estate, gift and trust administration, accounting and taxation Janet immigrated from China to the United States in 2001 and is proud to be a U.S. citizen. She has 30 plus years of experience in banking and financial service industries. Janet also has significant knowledge of taxation policy and application for estate, gift, trust and decedent’s income tax, as well as wealth retention strategies and generation-skipping transfer tax (GSTT). In her spare time, she enjoys music, dancing and hiking. Florida State College of Saint Rose, Albany, New York Saint Leo University, Saint Leo, Florida Changchun College of Geology, Jilin China American Institute of Certified Public AccountantsAreas of Expertise
Gift, fiduciary and decedent income tax preparationPersonal Profile
Education and Professional License
Licensed as a Certified Public Accountant
M.S., Accounting
M.B.A.
B.S., Engineering
Professional Associations
Individual and Fiduciary Income tax preparation Kelly is a native of the Philadelphia area who now resides in Schenectady. She values client relationships and enjoys meeting the needs of both individuals and businesses in diverse areas of accounting and taxation. Her many years of experience and attention to detail enable her to solve complex issues with professional results.
Kelly and her husband, Steady, have 2 adult children, Micah and Naomi. New York State Messiah College, Mechanicsburg, PA American Institute of Certified Public AccountantsAreas of Expertise
Business and Not For Profit Organizations: tax preparation, financial statements, accounting and bookkeeping services
Compilations and ReviewPersonal Profile
Education and Professional License
Licensed as a Certified Public Accountant
B.S., Business Administration, Magna Cum LaudeProfessional Associations
Pennsylvania Society of Certified Public Accountants
Co-Founder/Board Member of Africa-America International Ministries
Victory Valley Camp, Small Steps Christian Nursery School
We provide a wide range of services to individuals and businesses in a variety of industries. Our firm strives to meet each client's specific needs in planning for the future and achieving their goals.
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