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Thomas J. Zupan, CPA, MBA

© Thomas P. Kennedy/Rill Song Studios, 2021

Thomas J. Zupan, CPA, MBA

Tom joined the firm in 2014 as an MBA graduate of Pace University’s Lubin School of Business. In 2023 he became a partner in the client advisory department, where he focuses almost entirely on the Construction Industry Practice. His experience includes review and reporting on financial record keeping in the form of financial statements and filing of tax returns. Tom brings his technical expertise of the construction industry to his clients in the form of analytics and key performance indicators that can help his clients make strategic business decisions when planning for the future. Tom keeps up on current tax laws and construction industry regulations that affect how his clients do business.  

Tom is recognized for his expertise and skills with:

  • Construction industry specific analytical and financial statement consultation and reporting
  • Use of QuickBooks, Sage, and other construction specific accounting programs, including project management systems
  • Mentoring peers and training team members in the construction industry practice
  • Design and implementation of RBT financial statement templates

Professional Affiliations:

  • New York State Society of CPAs ( NYSSCPA) – Member
  • American Institute of Certified Public Accountants (AICPA) – Member
  • Modena Fire and Rescue – Department Treasurer and General Member
  • Orange County Rising Star – 2018 Honoree
  • Hudson Valley Pattern For Progress Fellow – 2020
  • Vision Hudson Valley – Board Member and Finance Committee
  • North East Sub-Contractors Association (NESCA) – Member
  • Associated General Contractors (AGC) – Member
  • Construction Industry Council (CIC) – Member
  • Construction Industry CPAs Consultants Association (CICPAC) – Member
  • NESCA & AGC Joint Education Committee – Member


  • Pace University Lubin School of Business, BBA and MBA
  • RSM Accelerators 
  • RSM Leadership & Advisory Institute 

Licenses / Certifications:

  • Certified Public Accountant, New York

Lake Katrine Office Temporarily Closed

The Lake Katrine office location will be temporarily closed for the next few months due to office renovations. All Lake Katrine employees can still be reached at the LK phone number, email and other office locations! Thank you for your patience & looking forward to serving you from our newly updated office space!

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