Our team

Our team

Steven McMillanCo-Founder and Managing Partner

Steven graduated from Baruch College with a BBA degree in accounting. He spent 6 years as controller and principal of 2 local wholesale-manufacturing companies. He has an extensive knowledge in property and tax, having worked with micro, small and medium businesses both in public practice and his own firm.

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Leslie SmithCo-Founder, Senior Accountant

Leslie graduated from Brooklyn College with a BS degree in accounting. She was a tax partner at Ash & Parsont until she became a sole practitioner. She spent 10 years in industry in a number of accounting and finance roles, before moving into public practice in June 2002. She specializes in business analysis, structuring, and management.

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Gerald PetersonCo-Founder and Tax Manager

Gerald brings over 16 years of experience to our team. His valued expertise and professional capabilities include strategic tax planning and tax compliance.He specializes in tax compliance and planning for individuals, estates and trusts.Due to his wealth of knowledge and experience, he enjoys the opportunities that he receives at Auditex.

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Jane LorenzoReceptionist

Jane' s smiling face is probably the first thing that you 'll see when you walk through our door. She's friendly, enjoys helping people, and has a great sense of humor.Her education includes attending Carrington College, which enabled her to become a Certified Medical Biller. Jane joined the Auditex team in January 2014.

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Kate TownleyAccountant

Kate is our resident accountant in all things involving non-profit organizations. She also has substantial experience preparing tax returns for commercial organizations, including several wineries. She received her Bachelor of Arts in Management with an emphasis in Accounting from Sonoma State University and joined our team in 2010.

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James SmithTax Manager

James is the man to ask if you have a question about individual, corporate, partnership or trust taxes.He has over 15 years tax returns and facilitating tax planning.He is also known for his financial reporting experience for non - profit organizations.He joined our team in 2008.

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Our team