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About Us

Our Mission

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.

Our Team

Heather A. Peterson, CPA

heather@pcafirm.com (518) 372-9518

Areas of Expertise

Individual and Fiduciary Income tax preparation
Estate, gift and trust taxation
Accountings for estates, trusts and guardianships
Bookkeeping services for seniors

Personal Profile

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.

Education and Professional License

New York State
Licensed as a Certified Public Accountant

College of Saint Rose, Albany, New York
B.S/M.S., Accounting, Magna Cum Laude

Schenectady County Community College, Schenectady, New York
A.A.S., Accounting

Professional Associations

2015 YWCA Susan Rosenthal Woman in Business Award
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

Colleen M. Campoli, CPA

colleen@pcafirm.com 518-372-9518

Areas of Expertise

Individual income tax preparation
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

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.

Education and Professional License

Siena College
Bachelors of Business Administration

Professional Experience

Peterson, Campoli & Associates CPAs, PLLC, Schenectady, New York
Member/owner in company established 2018

Professional Associations

Member of the American Institute of Certified Public Accountants

Treasurer of Wiawaka Holiday House

Board member of Ingersoll Place Assisted Living

Kenneth C. Ashe, CPA

ken@pcafirm.com (518) 372-9518

Areas of Expertise

Individual and Fiduciary Income tax preparation
Estate, gift and trust taxation
Accountings for estates, trusts and guardianships

Personal Profile

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.

Education and Professional License

New York State
Licensed as a Certified Public Accountant

State University of New York Oneonta, New York
B.S./M.S., Education

Russell Sage, New York
B.S., Accounting
Omicron Delta Epsilon, Honor Society in Economics

Professional Associations

American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants

Zuzana Zornow, CPA

zuzana@pcafirm.com (518) 372-9518

Areas of Expertise

Income tax preparation for individuals, partnerships, LLCs/LLPs, corporations, and not-for-profit organizations
Small business set up
Compilations and reviews
Bookkeeping, sales tax, and payroll services

Personal Profile

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.

Education and Professional License

New York State
Licensed as a Certified Public Accountant

Champlain College, Burlington, Vermont
B.S., Accounting

Community College of Vermont, Burlington, Vermont
A.S., Management

Dmitri Bradley, CPA

dmitri@pcafirm.com (518) 372-9518

Areas of Expertise

Individual, Business, and Not-for-Profit income tax preparation
Audit of Municipal and Not-for-Profit entities

Personal Profile

Dmitri joined Peterson, Campoli & Associates in October 2018.

Education and Professional License

Vermont
Licensed as Certified Public Accountant

University at Albany, Albany, New York
B.S./M.S., Accounting

Professional Associations

American Institue of Certified Public Accountants
Vermont Society of Certified Public Accountants

Janet Yue Li, CPA

janet@pcafirm.com 518-372-9518

Areas of Expertise

Estate, gift and trust administration, accounting and taxation
Gift, fiduciary and decedent income tax preparation

Personal Profile

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.

Education and Professional License

Florida State
Licensed as a Certified Public Accountant

College of Saint Rose, Albany, New York
M.S., Accounting

Saint Leo University, Saint Leo, Florida
M.B.A.

Changchun College of Geology, Jilin China
B.S., Engineering

Professional Associations

American Institute of Certified Public Accountants

Kelly L. Moono, CPA

kelly@pcafirm.com 518-372-9518

Areas of Expertise

Individual and Fiduciary Income tax preparation
Business and Not For Profit Organizations: tax preparation, financial statements, accounting and bookkeeping services
Compilations and Review

Personal Profile

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.

Education and Professional License

New York State
Licensed as a Certified Public Accountant

Messiah College, Mechanicsburg, PA
B.S., Business Administration, Magna Cum Laude

Professional Associations

American Institute of Certified Public Accountants
Pennsylvania Society of Certified Public Accountants
Co-Founder/Board Member of Africa-America International Ministries
Victory Valley Camp, Small Steps Christian Nursery School

Monica Zannitto, Staff Accountant

monica@pcafirm.com (518) 372-9518

Personal Profile

Monica is an upbeat, self-motivated team player who provides administrative support to the team. Monica opens the line of communication between clients and the team to get projects done. A clear and effective communicator, she has a professional and friendly demeanor that people feel comfortable with. Monica resides in Glenville with her wife and two rescue dogs.

Education

Empire State College
B.S. Accounting

Reba Leahy, Receptionist

reception@pcafirm.com (518) 372-9518

Personal Profile

Reba is an outgoing and dedicated professional who provides the administrative support to the firm. She is organized, detail orientated, and serves as the Director of First Impressions. She is a people person who welcomes our clients with a smile and is ready to help them any way she can. Reba is working towards her degree in Information Systems which will be handy since this firm strives to keep current with technology. Reba and her husband Patrick live locally with their furry kids……..Karma & Tannis.

Education

Empire State College
Information Systems (In process)

SUNY Plattsburgh
B.S. in TV/Video Production

Nassau Community College
A.A.S. in Liberal Arts