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Thomas J. Zupan, CPA, MBA

© Thomas P. Kennedy/Rill Song Studios, 2021

Thomas J. Zupan, CPA, MBA

Thomas J. Zupan, CPA, MBA, graduated from Pace University’s Lubin School of Business with an MBA focused on accounting. Tom joined the Firm in 2014 and is a partner in the client advisory department. Tom serves clients in a range of industries but maintains a focus in the construction industry.  His experience includes review and reporting on financial record keeping in the form of financial statements and filing of tax returns.  Tom is currently serving his fifth term as the Treasurer of Modena Fire and Rescue, where he is also a volunteer firefighter.

Tom is also recognized for knowledge of and skills with:

  • Construction industry specific analytical and financial statement consultation and reporting
  • QuickBooks, Sage, and other construction specific accounting programs
  • Mentoring peers and training team members
  • Reviewing work of team members
  • Strong analytical skills

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

Education:

  • Pace University, BBA and MBA

Licenses / Certifications:

  • Certified Public Accountant, New York
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