Links to other Resources

• Internal Revenue Service
• NYS dept. of taxation & finance
• IRS form W-9
• Federal Refund tracking
• New York Refund tracking

Employment forms

• W4 form
• I9 form

Firm Profile

Jerry R. Gardner

Jerry is licensed as a Certified Public Accountant in the State of New York. He has over thirty years of experience in Public Accounting. Jerry is the president of "J.R. Gardner, CPA" in Watertown, NY, with a staff of over ten accountants. He specializes in Financial Planning and Corporate Finance.
Background: Jerry graduated from Ithaca College with a B.S. in Business Administration and continued his education for Accounting Certification at Syracuse University. Jerry is also a member of the American Institute of Certified Public Accountants, the National Society of Public Accountants, and the New York State and Florida Society of Public Accountants.

Andrea R. Doane

Andrea is licensed as a Certified Public Accountant in the State of New York**. She is also licensed by the IRS as an Enrolled Agent*. Ms. Doane earned her Bachelor's Degree from SUNY Empire State College in Watertown, NY. She has over twenty years experience in Public Accounting and specializes in Taxation and Computerized Accounting Systems. She is also the owner of "Rustic Golf Club" in Dexter, NY.

Barbara LaVere

Barb is an IRS enrolled agent who specializes in taxes and is a software specialist. Barb also handles corporate taxes, payroll, sales tax, Quickbooks and industry specific software. Barb is highly skilled with Microsoft systems and can assist you in getting your computers setup for reliable backups and systems integrity.
Background:
Barb received her Associates degree in Business Administration in 1983 and has been in accounting since 1984 and with the firm since 1999.

Shawn Forbes

Quickbooks specialist, he also handles corporate work, financial statements and tax returns. Shawn can walk you and your business through a Quickbooks implementation from purchasing to training and on through maintenance. He is also a professional advisor/consultant with the software to aid you with all your needs.
Background: Shawn is a 1999 Graduate from Plattsburgh stat college with a Bachelors degree in Accounting and a Bachelors degree in Business Administration.

quote from Shawn, "Don't fear change, Let me help you streamline your bookkeeping with Quickbooks, it will let you spend more time running your business and less time doing the books."

Whitney Zimmerman

Whitney is our payroll specialist, she also does tax preparation, and financial statements.
Background: Ms. Zimmerman earned her Associates degree in Business Administration from JCC and also holds certifications with Quickbooks and MS Powerpoint. Whitney has been with the firm since 1999.

Miranda L. Romeo

Miranda has been with the firm for over 13 years. Miranda is the Office manager and a staff accountant. Miranda serves our clients with preparation of payroll, sales tax and individual tax returns, One-Write Plus support, Med Plan consultation, and bookkeeping.
Background: After Attending SUNY Cortland and Jefferson Community College, she began training at ground level which has given her an in-depth understanding of the Company's internal accounting controls, including bookkeeping, time and billing, payroll, accounts receivable and rental management. She continues her education on a part-time basis.

Jan Burns

Background:
Jan has been with the J.R. Gardner, CPA, PC firm since its conception in 1982. Her training is in the secretarial field with extensive Microsoft Word, Publisher, and Excel training. She left for semi-retirement in 1999 and just recently rejoined the JRG team in November, 2006 as secretary/receptionist. Jan has an Associates Degree from Jefferson Community College and has completed other accounting and training courses.

Margie Gardner

Background:
With an associates degree from Jefferson Community College and several years of accounting experience, Margie has become our go-to staff accountant. She manages our payroll processing department and quarterly sales tax processing; prepares individual tax returns and does bookkeeping for several of our clients. Margie handles many of the day to day needs of our clients and is our human resources contact.

Jacob Zehr

Background:
Jacob has been with J.R. Gardner, CPA, PC. since November of 2006. He has an Associates Degree from Jefferson Community Coleg and has completed other Individual Tax Preparation courses and training. Besides being an office manager assistant, Jacob prepares individual tax returns and weekly payrolls.

Chris Denesha

Background:
Chris is the newest addition the accounting staff at J.R. Gardner, CPA, PC. He earned his Bachelor's Degree in Accounting from Coastal Carolina University. After college, Chris began his training at JRG's which includes corporate work on tax returns, financial statements and bookkeeping.

*An Enrolled Agent is required to pass a two day extensive exam in Taxation and complete sixteen hours of continuing professional education on an annual basis, including two hours in "Ethics".

**A New York Certified Public Accountant has a Bachelor's degree in accounting, has completed at least two years of working for a CPA firm, and is required to complete forty hours of continuing professional education annually.