EFPR - Key Persons
Job Titles:
- Department, Emergency Medical Technician, Director and Treasurer
Job Titles:
- Director in EFPR Group 's Tax
Brandi is a Director in EFPR Group's Tax and Business Services department. She has been with EFPR Group, LLP since 2012 and has experience across multiple industries. She manages a wide variety of tax and business service engagements for the firm and is considered one of the firm's in-house Form 990 experts. She offers a variety of business services to clients including the preparation of reviewed and compiled financial statements. She also prepares corporate, pass-through and individual tax returns as well as nonprofit informational returns. Other responsibilities include bookkeeping and providing training to staff on procedures and other technical issues.
Job Titles:
- Certified Public Accountant
- Manager in EFPR Group 's Tax
Caleb is a Manager in EFPR Group's Tax and Business Services department and has been with Firm since 2019.
Caleb offers a variety of tax services to clients. His experience includes income tax planning, compliance, and advisory services to partnerships, limited liability companies, and S corporations and the owners associated with such businesses. Many of the clients Caleb services are in the real estate or medical and professional services industries. Caleb also specialized in tax problem resolution with the IRS in addition to state and local taxing authorities.
Caleb is a Certified Public Accountant(CPA), Enrolled Agent (EA), and is a member of the American Institute of Certified Public Accountants. Caleb received his B.S. in Accounting from St. John Fisher University.
Job Titles:
- Department Head
- Partner and Department Head in EFPR Group 's Attest
Christopher M. Johnston, CPA is a Partner and Department Head in EFPR Group's Attest department. He has been with EFPR group, LLP for over twenty years serves on the firm's executive committee. Christopher's wide range of experience includes closely held businesses in manufacturing and construction, not-for profit organizations and colleges, assisted living facilities, and 401(K)/ pension plans. Christopher is a member of our private equity group. He has been involved in a number of M&A engagements including due diligence advisory services. Christopher is the Firm's AICPA Employee Benefit Audit Quality Center designated partner. In addition, he is also part of the Cannabis team and leads the attest discussions.
Christopher also frequently presents on accounting changes pertaining to Nonprofits and Assisted Living organizations. He also oversees the content for the Firm's Nonprofit seminars for financial leaders.
Christopher is an active SUNY Geneseo Alumni. He has been a member of the School of Business Advisory Council. As part of Christopher's involvement with the organization he frequently speaks with classes and students about careers in public accounting.
Education and Certifications
Certified Public Accountant
Courtney has acquired experience in a variety of industries including: closely-held for-profit companies, not-for-profits, ERISA engagements, and healthcare entities. Her experience in ERISA engagements include: defined benefit, defined contribution, health and welfare, and ESOP plans. She is a lead auditor for the United States Conference of Catholic Bishops performed throughout the United States. Courtney has previously served as the Employee Benefit Plan Service Line Leader for EFPR Group, LLP and as a member of the Commercial Service Team.
Craig is part of the Tax and Business Services Department of EFPR Group. Craig has 37 years of experience with extensive expertise in the tax and business consultation areas Craig currently manages the Jupiter, Florida office while overseeing many of his Rochester and New York City clients.
Craig is an annual speaker at the Empire State Association of Assisted Living where he is also an active board member.
Job Titles:
- Director in EFPR Group 's Attest
Dave Gabel is a Director in EFPR Group's Attest department. He is responsible for providing audit, accounting and consulting services for numerous nonprofit organizations, governments, school districts and multi-family housing projects. He has over 30 years of public accounting experience.
Dave received a Bachelor of Science degree in Accounting from State University of New York College at Fredonia in 1988. He was licensed in New York State as a Certified Public Accountant in 1992.
Education and Certifications
Certified Public Accountant (CPA)
Deb is a Partner in EFPR Group's Attest department. She is responsible for providing audit, accounting and consulting services for numerous government and nonprofit organizations. She has over 25 years of public accounting experience.
Deb received a Bachelor of Arts degree in Management Accounting from Tusculum College in 1998 and a Master of Accountancy degree from East Tennessee State University in 2000. She was licensed in New York State as a Certified Public Accountant in 2004.
Doug is a Partner at EFPR Group. He has responsibility for providing audit, accounting and consulting services for numerous governmental, nonprofit and housing organizations. He has over 32 years of Public Accounting experience.
Doug has been the audit engagement partner on some of the largest government audits in New York State including: Empire State Development, NYS Thruway Authority, Javits Convention Center, Internal Control audit of the NYS Office of the State Comptroller, Single Audit of the State of New York. and Consolidated Fiscal Report audit of NYS Office for People with Developmental Disabilities.
Job Titles:
- Director in EFPR Group 's Attest
Fred is a Director in EFPR Group's Attest department. Fred has been with EFPR Group since May 2016. Fred actively manages and supervises his engagement teams to ensure engagement goals are met timely and efficiently. He has responsibility for providing audit, accounting and consulting services for numerous commercial services, manufacturing, technology companies, employee benefit and 401(k) Pension Plan, and nonprofit organizations.
Job Titles:
- Partner in EFPR Group 's Tax
Gina Bliss, CPA is a Partner in EFPR Group's Tax and Business Services Department. She has over 20 years of experience in tax compliance and consulting and financial statement preparation for closely held businesses. In addition, she has several years of experience in internal auditing and risk assessments and forensic auditing and fraud investigation.
Gina's experience includes tax, tax planning and consulting, financial statement preparation and business consulting for manufacturing and medical industry clients. She's also performed risk assessments and internal audits for compliance with the State Attorney General's Five Point Plan for school districts including work in the areas of capital projects and Medicaid compliance.
Gina worked for several years for a small local public accounting firm. That background developed a broad base of skills for helping a small closely held business grow. She has a well-rounded understanding of the needs of a small business for everything from a good accounting system with internal controls to a good banking relationship.
Gina received her B.S. in Accounting from SUNY Geneseo and her Certified Public Accountancy license in 1994. She is an alumnus of the Leadership Genesee class of 2013, a program that develops leaders for Genesee County. She is also the Treasurer, a Director and an Emergency Medical Technician for the Bergen Fire Department.
Education and Certifications
Certified Public Accountant (CPA)
Job Titles:
- Operations Manager for the Tax and Business Services Department
- Operations Manager, Tax and Business Services
Heather is the Operations Manager for the Tax and Business Services Department at EFPR Group. She maintains and enhances the organization's tax and business services department through strategic workforce strategy, organizational and performance development, employee relations, compliance and governance, executive coaching, succession planning, coaching and advisory, strategic communications, recruitment, and public relations.
Heather has been providing strategic leadership including Organizational Behavioral Strategy, Leadership Development, Change Management, Corporate Governance, Human Resources and Risk Management Compliance for over 15 years. Her role also includes executive management consulting, workforce development, corporate ethics, and employee conflict management.
In her free time, Heather is an active world traveler and passionate supporter of the arts. She enjoys time with friends and family exploring new restaurants, museums and galleries.
Job Titles:
- Certified RAD PBV Specialist
Practice Areas
Business & Individual Taxation
Professional Affiliations
American Institute of Certified Public Accountants (AICPA)
Government Finance Officers Association (GFOA)
Practice Areas
Attest
Professional Affiliations
New York State Society of Certified Public Accountants (NYSSCPA)
American Institute of Certified Public Accountants (AICPA)
Affordable Housing Association of Certified Public Accountants (AHACPA)
Practice Areas
Nonprofit
Job Titles:
- Accounting
- Accounting / Mercyhurst College
- School of Business, Business Advisory Council, Member
Professional Affiliations
American Institute of Certified Public Accountants (AICPA)
New York State Society of Certified Public Accountants (NYSSCPA)
Practice Areas
Fraud & Forensic Investigations
Professional Affiliations
Association of Certified Fraud Examiners (ACFE)
American Institute of Certified Public Accountants (AICPA)
Leadership Genesee, Class of 2013 Alumnus
Professional Affiliations
American Institute of Certified Public Accountants (AICPA)
Upstate Venture Association of New York (UVANY)
Job Titles:
- Education and Certifications