J. Lyons Davidson III, CPA

Partner In Charge

University of Utah
Bachelor of Science, Accounting

Experience

Founder of a diversified financial services company with 30 employees and annual compound growth rate of 30%.

Public Accounting, 20 years experience.

Accounting expertise with nonprofit, wholesale, manufacturing financial institutions, construction and real estate development.

Supervising auditor for numerous wholesale and commercial clients ranging in size from $12 million to $160 million in annual revenue.

Previous employers include Pricewaterhouse Coopers and KPMG. Board member of Wintergreen Ski Resort.

Professional and Board Memberships

American Institute of CPA's, Virginia Society of CPA's


Peter K. Doyle, CPA

Managing Partner

University of Notre Dame
Bachelor of Business Administration

Experience

Managing partner in charge of overall quality of a diversified financial company with a 40% compound growth rate

Division Controller of a Fortune 500 subsidiary, with $400 million in annual sales, for 9 years.

Diversified accounting, MIS and tax experience of 26 years.

Accounting expertise include operations, information systems, federal and state compliance and internal control environment, lease financing and tax planning.

Financial management of a diverse portfolio of companies in the construction, manufacturing and real estate industries for 7 years


P. Nathan Hilton, CPA/FPS

Partner

Lynchburg College
Bachelor of Science, Accounting

Experience

Director of Tax Services for Davidson, Doyle & Hilton, LLP.

Former Tax Manager for the Lynchburg office of a large regional CPA firm.

Tax expertise includes closely held businesses, partnerships, individuals and estate tax planning.

One of three Personal Financial Specialists for a large regional CPA firm.

Professional and Board Memberships

American Institute of CPA's Personal Financial Planning Division FPS Designation, Virginia Society of CPA's, Treasurer for the Region 2000 Technology Council, Treasurer for Camp Child


Amy A. Gallagher, CPA

Partner

University of Virginia
McIntre School of Commerce
Bachelor of Science, Accounting

Experience

Director of Tax Services for Davidson, Doyle & Hilton, LLP.

Former Tax Manager for the Lynchburg office of a large regional CPA firm.

Tax expertise includes closely held businesses, partnerships, individuals and estate tax planning.

One of three Personal Financial Specialists for a large regional CPA firm.

Professional and Board Memberships

American Institute of CPA's Personal Financial Planning Division FPS Designation, Virginia Society of CPA's, Treasurer for the Region 2000 Technology Council, Treasurer for Camp Child


Lisa J. Baumgartner


Phillips Business College
Associates Degree, Accounting

Experience

Public and Private Accounting, 15 years of experience

Bookkeeping and Payroll experience with manufacturing, construction, retail, service-based businesses for corporations, partnerships and individuals.

Tax preparation for corporations, s corporations, partnerships, and individuals

Professional and Board Memberships

Board member and Treasurer for Silver Creek Property Owners Association, President of Hedrick's Plumbing and Construction, Inc


Kristi S. Bouyea, CPA


University of Phoenix
Bachelor of Science, Accounting
Liberty University
Master of Science, Accounting

Experience

Public and Non-profit Accounting, 6 years experience. 

Audit experience with non-profit, medical, wholesale, manufacturing, financial institutions, construction, and employee benefit plans.

Tax experience includes corporations, s-corporations, partnerships, exempt organizations, and individuals

Payroll experience

Professional and Board Memberships

Virginia Society of CPA's, Licensed CPA in Virginia


Laura, L. Branning, CPA


University of North Florida
Bachelor  of Science - Business Administration, Accounting

Experience

Public and Private Accounting, 18 years experience. 

Accounting and tax expertise with construction, estates, insurance, retail, wholesale, manufacturing, and real estate development.

Tax expertise includes corporations, estates, s corporations, partnerships,  individuals, multi-state, private foundations and exempt organizations.

Professional and Board Memberships

American Institute of Student CPA's


Kristie L. Burnette


Attended Northwestern State University

Experience

Public and Private Accounting, 20 years experience. .

Tax preparation for corporations, partnerships, sole proprietorships and individuals.

Accounting expertise in payroll, job costs, overhead analysis, cash flow, financial budgeting, Federal & State tax forms for payroll & sales tax. commercial clients ranging in size from $12 million to $160 million in annual revenue.

Assisting clients with financial difficulties & re-organization, including Offer in Compromise

Full-charge accounting & management for numerous clients ranging from $100,000 in size up to $2 million in annual revenue.

Former Owner of Bookkeeping Service in Natchitoches, Louisiana.


Jessica Carrico, CPA


Lynchburg College
Bachelor of Arts, Accounting

Experience

Public Accounting, 10 years experience.

Audit expertise with governmental, non-profit, wholesale, manufacturing, construction, real estate development and employee benefit plans.

Supervising auditor for numerous commercial clients ranging in size from $5 million to $100 million in annual revenue.

Tax expertise includes corporations, s corporations, partnerships,  individuals, multi-state, and exempt organizations. 

Former auditor and tax professional for a large regional CPA firm. 

Professional and Board Memberships

Virginia Society of CPA's, Licensed CPA in Virginia


Sally A. Curtis


University of Maryland
Bachelor of Science
Cum Laude, Accounting

Experience

Public Accounting, 10 years experience.

Small business accounting expertise with legal, medical, retail, manufacturing and construction organizations.

Managing accountant for numerous commercial clients 

Provides payroll and compliance services for business ranging in size from one to 100 employees.

Professional and Board Memberships

Virginia Society of CPA's, Licensed CPA in Virginia


Phillip W. Hilton

Experience

Small and medium size business accounting & consultation.

Income Tax Return preparation – Closely held corporations, partnerships & individuals

Payroll services and payroll tax preparation

Professional and Board Memberships

Member – National Society of Accountants


Joy M. Martin, CPA


Lynchburg College
Bachelor of Arts
Cum Laude, Accounting

Experience

Public and Private Accounting, 11 years experience. 

Audit expertise with governmental, non-profit, wholesale, manufacturing, construction, real estate development and employee benefit plans.

Supervising auditor for numerous commercial clients ranging in size from $5 million to $100 million in annual revenue. 

Tax experience includes corporations, s corporations, exempt organizations, partnerships and individuals.

Professional and Board Memberships

Virginia Society of CPA's. Licensed CPA in Virginia. Board member for Gladys Elementary School PTA.


Mary Schrader


CVCC
Business Administration & Information Systems Technology

Experience

Public and private accounting, 20 years experience

Accounting and bookkeeping experience with manufacturing, construction, realtors, retail, &, multiple service-based businesses, etc. for corporations, partnerships and individuals.

Tax preparation for corporations, partnerships, sole proprietorships and individuals..

Accounting expertise in payroll,, Federal & State tax forms for payroll & sales tax.

QuickBooks specialist.  Accounting setup, including developing Excel worksheets to link with accounting programs for reports specific to the industry, training and troubleshooting.

Computer and network installation and troubleshooting

Professional and Board Memberships

American Institute of CPA's, Virginia Society of CPA's, Board member of Wintergreen


Megan Spaulding


Liberty University
Bachelor of Science
Cum Laude, Accounting

Experience

Received the Outstanding Accounting Senior award in 2007.

Currently sitting for CPA exam.

Summer 2007 Internship with KPMG in Washington, D.C.

January 2007 Winter Externship participant with KPMG in Washington, D.C.

Professional and Board Memberships

American Institute of CPA's, Virginia Society of CPA's, Board member of Wintergreen


Christy Worley, CPA


Lynchburg College
Bachelor of Science
Cum Laude, Accounting

Experience

Public Accounting, 10 years experience. 

Accounting and tax expertise with construction, retail, medical, trucking, wholesale, manufacturing, and real estate development.

Supervising tax manager for numerous wholesale and commercial clients ranging in size from $1 million to $100 million in annual revenue. 

Tax expertise includes corporations, s corporations, partnerships,  individuals, multi-state, and exempt organizations. 

Former tax professional and auditor for large regional CPA firm.