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Lake Katrine Staff

Liz Melick

Payroll, Sales & Excise Tax Support

Liz provides the Firm with specialist support in the areas of Payroll Tax and employment regulations, Sales Tax (Multi State), State and Federal Excise and Highway Taxes.

Liz is a long term employee with the Firm, having provided excellent support since 1994, and is highly experienced in handling IRS, New York State and Department of Labor issues and notices, additionally acting as a liaison between our clients and State auditors.

In her spare time, Liz enjoys spending time with her family, outdoor pursuits and golf.

To contact Liz, please call (845) 336-7183 or send an email to

Colleen Sullivan, CPA

Staff Accountant

Colleen is a CPA who recently joined the firm as a Staff Accountant.  She has been working in public accounting for the past nine years in Ulster, Orange and Dutchess Counties after graduating from SUNY New Paltz with a B.S. in Accounting.  

Colleen has already become a valuable asset to the firm, bringing to the table her income tax experience dealing with individuals, partnerships, corporations and trusts, along with her experience working on non-profit audits.

Colleen is an accomplished parent, loyal Hudson Valley resident and budding soccer fan, and claims an unhealthy addiction to reading!

To contact Colleen, please call (845) 336-7183 or send an email to

Jason Mendolia

Senior Staff Accountant

Jason has been with the firm since 2008, and brings with him accounting experience from both the public and private sectors. He is a graduate of SUNY New Paltz, graduating with a Bachelors in Accounting in 2006, and is currently finalizing his CPA studies.

Jason specializes in audits of municipal clients including Towns and Housing Associations, and has extensive corporate and private tax experience.

Jason and his wife Marisa live locally in Kingston with their dog Casus Maximus-Oreillious. In his spare time he enjoys perfecting his golf game, and is proud to support the Mets & Jets.

To contact Jason, please call (845) 336-7183 or send an email to

Wendy Falzano

Bookkeeper and Certified QuickBooks ProAdvisor

Wendy first started working for the firm in 1989. Wendy is experienced in payroll, sales tax, highway use tax, individual and corporate income tax planning and reporting, JA-7 estate reporting to the Office of the State Comptroller and municipal accounting. 

She is also a Certified QuickBooks ProAdvisor and assists clients with program setup customized to their specific business, and designed to meet their financial reporting needs.  She also provides bookkeeping services and training with the QuickBooks program.  

Wendy’s experience extends into real estate as she assists her husband Terence with managing their rental properties and real estate investments, including 1031 tax deferred exchanges and also foreclosures.

To contact Wendy, please call (845) 336-7183 or send an email to

Jason Harper

Bookkeeper and Certified QuickBooks ProAdvisor

Jason has been with the firm since 2007, and is Certified as a QuickBooks ProAdvisor. Jason handles diverse bookkeeping and accounting tasks including sales, payroll and excise taxes, and is experienced with a full range of personal, corporate and municipal entities.

Jason currently lives in Dutchess County with his wife Lindsay. Jason graduated in 1997 from Somerset College, England with a BTEC ONC in Business and Finance and has previously worked in both local government financial control, and for almost a decade with a successful national construction company in purchasing, financial control and management support.

In his spare time, Jason enjoys cycling, photography, and winter snowshoeing.

To contact Jason, please call (845) 336-7183 or send an email to

Cathy Pugliese


Cathy recently joined the Firm in response to an increasing demand for our bookkeeping services.

Cathy brings with her multi year experience with local businesses as a full charge bookkeeper. She graduated from Mount Saint Mary College with a Bachelors Degree in Accounting. Cathy lives in Ulster County, and enjoys ..... working!

To contact Cathy, please call (845) 336-7183 or send an email to

Deborah Oper

Office Support

Deborah has been with the firm since 1997 providing administrative support to the Partners and Professional staff.  She has an Associate’s degree in Information Technology from Columbia-Greene Community College and a Bachelor of Science degree in Ornamental Horticulture from the University of Georgia

She resides in Greene County with her husband.  Deb's passion for horticulture is evident in the Lake Katrine Office with an office-friendly array of plants and flowers.

To contact Deborah, please call (845) 336-7183 or send an email to

Danielle Youmans

Staff Accountant

Danielle recently joined the firm as a staff accountant. She graduated from SUNY New Paltz with a B.S. in Accounting. She is currently studying to attain her CPA license.

When not in the office or studying, you can find her enjoying local scenery, hiking, or improving her photography skills. She also delves into the culinary world when working at her seasonal job at Mohonk Mountain House, New Paltz, NY.

Most of all, she enjoys spending time with her friends and family. She currently resides in Kingston, New York.

To contact Danielle, please call (845) 336-7183 or send an email to

Lindley H. Churchill, CPA 


Lyn Churchill has been with the Firm since its inception in 1984, and is a shareholder with over 35 years of public accounting experience in the Mid-Hudson Valley Region. His concentration throughout these years has been in the governmental accounting and small business areas, while his background in accounting and auditing also includes not-for-profit, manufacturing, and wholesale industries.

Lyn is a graduate of New Hampshire College. Over the last 15 years he has focused his continuing education on areas of consulting for small businesses and individuals, including being certified as an ISO 9000 quality systems consultant. 

Along with his professional life, Lyn has also been an active member of the community. In addition to his past activities with the local Red Cross Board, Chamber of Commerce, and Boy Scout Council, Lyn is currently an adult leader in his community's Boy Scout Troop, past President & Foundation Chair of Kingston Rotary, Region 2 Polio Chair for Rotary District 7210, and PER & Treasurer in the Kingston Elks Lodge. He also speaks periodically at seminars and continuing education courses. A native of Ulster County, NY, Lyn resides in Hurley, NY with his wife Linda. In his spare time Lyn enjoys outdoor sports, including fishing and hunting.

To contact Lyn, please call (845) 336-7183 or send an email to

Jason Allen

Staff Accountant

Jason graduated from SUNY New Paltz with a Bachelors degree in Accounting in 2013. He had previously interned with the firm for multiple years and so his transition to a full time staff member was a logical progression.

Jason lives locally in Saugerties and enjoys golfing at all of the scenic courses the Hudson Valley has to offer.

To contact Jason, please call (845) 336-7183 or send an email to

Heather Doyle

Office Support

Heather has lived in the Hudson Valley all her life.  She graduated from Dutchess Community College with an Associates Degree in Business Administration. 

She and her husband are very busy with their three children and two dogs.  Heather enjoys running, biking, gardening, and spending time with friends and family.  .

To contact Heather, please call (845) 336-7183 or send an email to

Damon M. Barten

Staff Accountant

Damon recently joined the firm as a Staff Accountant in September 2017. He has tax accounting experience from both the private and public sectors, working for various local firms for over 10 years. He is a graduate of SUNY New Paltz with a MBA in Finance. He also graduated from SUNY Ulster with a BA in Business Administration.

Damon will be assisting with tax preparation and bookkeeping in both the Hudson and Lake Katrine offices. He currently lives in Saugerties, NY.  .

To contact Damon, please call (518) 828-4616 or send an email to


Kimberly Boice

Staff Accountant

Kimberly started with the firm in December of 2017. She will be assisting in handling a variety of accounting tasks in relation to auditing and taxes.

She graduated from SUNY New Paltz with a Bachelors degree in Accounting in 2017.

She resides in Hurley, New York. When not in the office, Kimberly enjoys being outdoors, spending time with her pets, family and friends

To contact Kimberly, please call (845)336-7183 or send an email to

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