Partner – Utica Office

315.735.0705 ext 211

Ron@GandWcpas.com

Work History

• Ronald J Wargo, CPA, 01/03-present; public accounting firm with concentration in tax and closely held businesses.
• Anderson Co. Group, 11/05-1/07, Chief Financial Officer, responsible for all financial functions of three separate business groups: parent + two subsidiary staffing companies doing approx $300M in payroll; Lloyd’s of London insurance brokerage company in the UK + two US insurance brokerage subsidiaries; and a real estate development/construction group.
• D’Arcangelo & Co, LLP, 1/03 – 1/06, position Principal, working 800 – 1000 hrs/yr, staff supervision, client retention & promotion, billing, 70% of time on tax (corporate, individual, tax audits, tax planning). Merged firm into D’Arcangelo 01/01/03.
• Wargo & Robertello, CPA’S, 1977 – 12/02, Founder & Managing Partner, all firm administrative functions, client promotion & retention, firm size ranging between 6 – 13 employees,  work was primarily tax & small business with emphasis on tax & business planning. Contract Controller for several larger, closely held clients.

Education

• Utica College of Syracuse University 09/65 – 05/1969, BS Business Administration
• Syracuse University, 1971-1973, additional courses to complete major in Accounting
• Continuing Professional Education, have completed all required credits for New York State License, Nevada License; member of American Institute of CPAs, and New York Society of CPAs

Computer Programs

• Quickbooks, ATB Write Up, Creative Solutions Software, ATX Tax Software; ProSystems Tax Software, ProSeries Tax Software, RIA Tax Research, MS Excel

Community Involvement

• Extensive Business, Civic, and Political Boards of Directors and Committees

Partner / Firm Manager – Canastota Office

• Tax Planning/Compliance for Business, Non-Profits, and Individuals
• New Business Setup Assistance

315.697.2345 ext 127

Julie@GandWcpas.com

• Certified Public Accountant – November 1993
• New York State Society of CPAs – 1993–present
• American Institute of CPAs – 2003–present
• Gustafson & Co. – 1989

“In high school I wanted to become a teacher… until I took accounting. I loved math and accounting and never looked back. I took the CPA track at Utica College and started at Gustafson two weeks after graduation in 1989.

“Now I get to be a teacher one-on-one with my clients. I teach them ways to prepare their books that saves them time and money…and that makes sense for both of us. And through our consultations I help my clients better understand their businesses. They also like the fact that we’re here for them all year, not just during tax season.”

Julie started her career in accounting immediately after graduating from Utica College with a Bachelor of Science degree in May of 1989. She started with Gustafson & Co. in the same month and has been with the firm ever since. She obtained her CPA in 1993 and today is partner at the Canastota office specializing in tax for business, individuals, estates, and trusts.

Julie and her daughter live in Oneida Castle. She’s Treasurer of the Clayville Library Association, member and past-president of the Mohawk Valley Business Women’s Network, and Church Council President and Worship Committee Chair at St. Peter’s Lutheran Church. She’s fond of reading novels, mostly mysteries, science fiction/fantasy and political intrigue.

Partner – Utica Office

• Tax Planning/Compliance for Business and Individuals
• Audit

315.735.0705 ext 205

Liz@GandWcpas.com

• Certified Public Accountant – 1995
• American Institute of CPAs – 2012-present
• New York State Society of CPAs – 1995–present

“All of the partners here have a significant amount of client interaction and I love that…working with and teaching my clients…we really become friends. And we go out and visit our clients regularly, especially if they have an emergency. We’ll stop in to see them, no problem.

“A big advantage at Gustafson & Wargo is that my partners and I are part of the same team. We present our clients’ situations to each other all of the time. And not all firms work that way. Between all of the CPAs at G&W, our clients get the best expertise there is. ”

Liz graduated from Utica College in 1991 with a Bachelor of Science in Accounting. She joined Gustafson & Co. right after graduation and has been there ever since. She’s now a partner working from the Utica office. Her expertise is in small business accounting, governmental audits, and counseling clients with advice on small business.

Liz and her two children live in Whitesboro, New York. Her hobbies revolve around the kids: field hockey, karate, volleyball, orchestra, cheerleading and more. She also teaches religious education at Our Lady of Lourdes parish in Utica, NY.

Managing Partner – Canastota Office

• Audit and Accounting
• Tax Preparation for Business and Individuals

315.697.2345 ext 105

Charlie@GandWcpas.com

• Certified Public Accountant, May 1992
• New York State Society of CPAs, 1992–present
• American Institute of CPAs, 2004–present
• Gustafson & Co., 1991-present

“I liked growing up working at my parents’ Clayton Marina on the St. Lawrence River. That’s why I began college as a business major. But after one of my professors complimented me on my strength in accounting, I changed majors from business to accounting. Getting my CPA was perfect for me because I still enjoy working with so many different businesses.

“At Gustafson and Wargo we’re interested in solving the problems our clients have that keep them up at night. Seven of our twelve staff members are CPAs and we’ve experienced practically every business problem there is. Our roots at G&W are in farm accounts but as we expand here in the Mohawk Valley, our clients include manufacturing, non-profits, retail, and medical practices.”

Charlie graduated with a degree in accounting from Clarkson University in 1989. After a brief time at an international accounting firm in Syracuse, NY, he joined Gustafson & Co. in 1991 and completed his CPA in 1992. He is managing partner and works from the Canastota office.

Charlie lives in Oneida with his wife and three daughters. He’s board member and treasurer of both the Madison County Office for the Aging and Oneida Public Library. He and the family enjoy skiing, hiking, and boating year round at their camp on Loon Lake in the Adirondacks.

Partner/Retired – Utica Office

• Tax Planning/Compliance for Business, Non-Profits, and Individuals
• Audit

315.735.0705 ext 210

Nancy@GandWcpas.com

• Certified Public Accountant – 1985
• New York State Society of CPAs – 1994-present
• American Institute of CPAs – 1997-present
• Gustafson & Co. – 1990

“Beyond our dedication to timely, accurate auditing and reporting, I like to act as a sounding board for my clients. Here at Gustafson & Wargo, we get to know our clients well. It’s very easy for them to bounce ideas off of us. I listen and then offer advice to improve their businesses or maybe save them money on their personal tax returns.

“As to tax compliance, the rules, laws, and reporting requirements for business and non-profits are complicated, and we are committed to quality work. The one thing I really enjoy is helping our clients get things done right. ”

Nancy graduated Summa Cum Laude from SUNYIT in 1982 with a Bachelor of Science in Accounting. She joined Gustafson and Co. in 1990 and now manages the Utica office. She specializes in audit and tax work including personal, businesses, non-profit, and agriculture.

Nancy lives in Herkimer and is treasurer of St. John’s Episcopal Church. She serves on the Board of Directors of the Church of Christ Uniting and The Mohawk Valley Institute for Learning in Retirement at SUNY PolyTech in Utica, NY. When she’s not in the Utica office helping clients, she’s probably reading a novel, a local history, or anything about the Civil War. Her best times, though, are spent visiting her three grandsons on the West Coast.