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About Us

Our Mission

Our mission is to help clients understand the complexities to the Federal and State tax laws so that they can make  informed tax and financial decisions by providing high quality and personalized services. 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
Small business set up
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 and 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.
Co-chair, Glenville Oktoberfest

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
Member of the NYS Society of Certified Public Accountants
Treasurer of Wiawaka Holiday House

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

Rebecca P. Smith, Staff Accountant

becky@pcafirm.com (518) 372-9518

Areas of Expertise

Individual and fiduciary income tax preparation
Small business setup and bookkeeping

Personal Profile

Becky has the organizational skills and patience to work with small business clients and their diverse and creative bookkeeping methods. She also helps to keep our executors and trustees on track with deadlines. Whether clients deliver their records in an organized binder, a QuickBooks file or a shoebox, they will be greeted with a smile.

Education

State University of New York at Albany
M.S. Accounting

State University of New York at Fredonia
B.M. Music Education

Professional Associations

Former Member, Institute of Internal Auditors

Amanda L. Stark, Administrative Professional

amanda@pcafirm.com (518) 372-9518

Education

Empire State College
B.S., Accounting

Herkimer County Community College
A.A.S. Liberal Arts: General Studies

Jael Dick, Administrative Professional

jael@pcafirm.com (518) 372-9518

Personal Profile

Jael's friendly and high energy personality will get your attention right away and make you smile. Think of her as your personal concierge here at Peterson, Campoli & Associates CPAs, PLLC. Jael is a Schenectady native, an active community volunteer and youth mentor.

Education and Professional License

State University of New York at Albany
B.S., Accounting, Magna Cum Laude

Hudson Valley Community College
A.A., Honors Liberal Arts and Science: Humanities and Social Science

Shannon Peterson

reception@pcafirm.com (518) 372-9518

Personal Profile

Your first impression of our firm begins with Shannon.

Education

Scotia Glenville High School
Advanced Regents Degree

John Moores Liverpool University
Candidate to Study Abroad, September 2019