Meet Our Team

Our clients receive the added benefit of working directly with a highly experienced, well-credentialed staff, along with our sincere commitment to personal customer service. We invite you to contact us directly. We look forward to getting to know you on a personal level.

Harry J. Swart, CPA, PFS
Senior Partner
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  Maria Valera
Degreed Staff Accountant
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Andy J. Baumruk, CPA
Managing Partner
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  Melia Capatch, CB
Accountant/Payroll Specialist, Certified QuickBooks Online ProAdvisor
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Edward McLeod, CPA, MBA
Partner, Certified QuickBooks Online ProAdvisor
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  Myrna E. Cotti, CPA
Senior Accountant, Certified QuickBooks
Desktop and Online ProAdvisor

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Ana Luisa Lantigua, CPA
Partner, Certified QuickBooks
Desktop and Online ProAdvisor
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  Velvet Rios
Administrative Support
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Bonnie Hendricks
Nonresident Client Coordinator
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  Sam Patel
Accountant, Certified QuickBooks Online ProAdvisor
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Candice “Candy” K. McDonah
Firm Executive Assistant
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  Valerie Liotta
Firm Executive Assistant
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Diana Irizarry, MBA
Accountant
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  Rachelli Malit
Tax Coordinator/Notary Public
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Dixie Kennedy
Office Manager/Microsoft Office Specialist
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  Sharon G. Henry, EA
Senior Accountant, Certified QuickBooks Online ProAdvisor
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Lourdes Roman
SBC Office Center Manager
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  Judy Moronta
Foreign Clients Coordinator
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Client Center

- Individual Clients
- Business Clients
- Client Employee

Join a scheduled video meeting with our staff.

Using Your 1040 Tax Portal
Using Your Client Organizer
Using File Exchange
How to Review My 1040
Remote Payroll

Phone: 407.847.7466 • Fax: 407.847.6641
Email: team@sbc-cpa.com