Vicki L. Willis – Senior Partner
Vicki Graduated from SUNY at Albany in 1976 with a BS Degree in Public Accounting, She passed the NYS CPA Exam in 1984. She owned Vicki L. Willis Accounting from 1977 thru 2010 when she purchased Penn York Tax from Louise Simon. We incorporated as Penn York Accounting & Tax Service, Inc. on 1/1/2010. Vicki passed the test to become an Enrolled Agent with the IRS in December 2011 and was given her Certificate of Enrollment in March 2012. Vicki is a Notary Public for both New York State and Pennsylvania.
Samantha Taft – Junior Partner
Samantha graduated from Jasper-Troupsburg Central School in 1997. Samantha has worked with us for the past year. She attended the Cooperative Extension Training, has a registered PTIN with the IRS, and is currently working towards her Associate Degree in Business. Samantha is a Notary Public with the State of Pennsylvania.
Katrina graduated from Alfred-Almond Central School in 1999. Katrina has worked with us for 6 years. She has completed the Cooperative Extension 2012 tax training and has a registered PTIN with the IRS. She was the former Director and a current board member of the Hornell Area Humane Society.
Katrina is our primary document controller. She shreds all of your confidential papers and sends it to the puppies. Katrina is the office manager of J & M Excavating.
Nicole is our “new kid on the block”. Nicole graduated from Jasper-Troupsburg Central School in 1999. She started with us this summer training in Quick Books and Payroll as well as the in house tax return training. She will be your go to person for Payroll and Data Entry Questions. She completed the Training with Cooperative Extension and has a registered PTIN with the IRS. She will be working with the short form tax returns this year as well.