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Our Staff

Partners

Sam Rosenberg, CPA

Phone: (215) 245-7777 Ext. 101
Email: sam@rscm.us

Sam received his Bachelor of Science degree in accounting and finance from Northern Illinois University, DeKalb, Illinois in 1976. Sam also received a B.S. in political science and history from Ball State University in Muncie, Indiana, in 1973. Sam has been practicing tax and accounting since 1981. He specializes in tax planning and tax preparation for individuals, businesses, trust and estates.

Sam is recognized as an expert in personal income tax matters. He is a member of the AICPA Tax Section. He has appeared in Money Magazine, the Philadelphia Inquirer, the Bucks County Courier Times and the Jewish Exponent. Sam has also been a guest host on the Harry Gross Financial radio show.

Sam is a member of:

  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • New Jersey Society of Certified Public Accountants (NJSCPA)
  • National Society of Certified Valuation Analysts (NACVA)
  • Board Member of the St. Mary Medical Center Foundation, Langhorne, Pennsylvania
  • Current treasurer of the Men's Association of Congregation Adath Jeshurun, Elkins Park, PA

 

 

Patrick M. Smith, CPA

 

Phone: (215) 245-7777 Ext. 108
Email: psmith@rscm.us

Pat received his bachelor's degree in accounting from St. Joseph's University in 1977. He began his career in public accounting with the firm in 1978 and became a partner in 1991. Pat is the firm's senior audit partner responsible for the firm's audit and accounting practice. He is the Partner-in-Charge for Not-For-Profit audits. Pat also has extensive experience with business tax planning and preparation for the construction industry.

Pat is very committed to the community at large. He is a former board member of Valley Athletic Association and a long-time softball, baseball and soccer coach. He is the president and co-founder of the Smith Memorial Scholarship Fund, which provides scholarships to deserving students in the Philadelphia area in memory of his parents. He is a member and former treasure of Business Networking Associates (BNA). Pat was also a director and original co-organizer of Prestige Community Bank a small community bank serving the Bucks and Montgomery county areas, which later merged with First Priority Bank.

Patrick is a member of:

  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • Pennsylvania Society of Public Accountants (PSPA)
  • St Mary Medical Center Foundation Advisory Board, Langhorne, PA
  • First Priority Bank Board of Directors, Malvern, PA

 

 

Tom Cooney, CPA/PFS, CFP®

 

Phone: (215) 245-7777 Ext. 106
Email: tcooney@rscm.us

Tom received his bachelor's degree in accounting from the State University of New York at Albany in 1975.

He is a Certified Public Accountant with the Personal Financial Specialist credential. He is also a Certified Financial Planner®. Tom has been a partner since 2000. He handles tax matters for individuals and businesses as well as general accounting matters for privately owned businesses.

Besides tax planning and preparation, Tom provides personalized financial planning reviews for our clients, including retirement and estate planning. Through our Registered Investment Advisor subsidiary, Tom offers comprehensive and unbiased investment advice and investment management.

For our business clients, Tom's strong background in pension and administration, makes him the perfect resource for building a plan to defer save for retirement, retain valued employees and defer taxes.

Tom is a member of:

  • American Institute of Certified Public Accountants (AICPA)
  • New Jersey Society of Certified Public Accountants (NJSCPA)
  • Financial Planning Association (FPA)
  • Board Member of the South Jersey Lupus Foundation

 

 

Jeff Migliore

 

Phone: (215) 245-7777 Ext. 105
Email: jmigliore@rscm.us

Jeff received his bachelors degree in accounting from La Salle University in 1991. He began his career in public accounting and transitioned into accounting for the non-profit sector in 1993. Upon gaining valuable experience in the non-profit sector, Jeff transitioned back to public accounting and became a partner in RSCM.

Jeff is a Certified QuickBooks Professional Advisor and a Peachtree Premier Advisor and is well versed in the installation, training and use of QuickBooks and Peachtree.

Jeff is also experienced in the preparation of multi-state tax returns, and works extensively with individuals transitioning from one state to another. Always friendly and available to help anyone seeking his assistance, Jeff believes that "whoever he is speaking to at that moment is the most important person to our accounting firm."

Jeff is a member of:

  • American Institute of Certified Public Accountants
  • National Society of Public Accountants
  • Pennsylvania Society of Public Accountants
  • Bucks/Montgomery Chapter of Public Accountants
  • QuickBooks & Peachtree Professional Advisory Programs

 

Office Staff

Joseph Palumbo, Accountant

Phone: (215) 245-7777 Ext. 112
Email: jpalumbo@rscm.us

A graduate of Philadelphia University, Joe is in charge of the accounting, bookkeeping and payroll tax functions for many of our clients for which the firm of RSCM acts as our clients personal controller. Joe is knowledge in all aspects of QuickBooks and thus prepares adjustments directly to our clients QuickBooks files over the internet.

 

Kristine Gress, CPA

 

Phone: (215) 245-7777 Ext. 107
Email: kristine@rscm.us

Kristine received her Bachelor of Science degree in Accounting from Philadelphia University in 2006. She was recognized for her studies with the "2006 PICPA Outstanding Senior" award. She started working for Sam in high school part-time and has been with RSCM full-time since graduation.

Kristine is experienced in both individual and business tax return preparation, multi-state corporate returns and local business returns. She also enjoys preparing not-for-profit tax returns.

Kristine is a member of:

  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • Pennsylvania Society of Public Accountants (PSPA)

 

 

Tracey Drennen, Accountant

 

Phone: (215) 245-7777 Ext. 119
Email: Tdrennen@rscm.us

Tracey received her Bachelor of Arts degree in Accounting from Holy Family University in 2008. She started working here in 2007 as an intern and became full time following graduation.

Tracey focuses on the preparation of personal and corporate income tax returns, financial statements and QuickBooks/Peachtree related questions.

Tracey is a member of:

  • Pennsylvania Society of Public Accountants (PSPA)

 

News

NTA Blog: Earned Income Tax Credit (EITC)- TAS Study Finds Informing Taxpayers Can Help Avert Future Noncompliance

Earned Income Tax Credit (EITC): TAS Study Finds that Sending an Informative, Tailored Letter to Taxpayers Who Appear to Have Erroneously Claimed EITC Can Avert Future Noncompliance Taxpayers can c...

NTA Blog: IRS policy weakens requirements for penalties

IRS Administrative Policy and Recent Litigation Weaken Supervisory Approval Requirement for Penalties In the past, I’ve written extensively about penalties – touching on topics ...

Assistance available for taxpayers impacted by Hurricanes Harvey, Irma and Maria

Puerto Rico Taxpayer Advocate Service offices are temporarily closed due to the effects of Hurricane Maria. The local Puerto Rico office will remain closed for business through Fr...

NTA Blog: Tax Reform

Tax Reform: Hope Springs Eternal This Fall The next few weeks and months are shaping up to be an exciting time for advocates of tax reform. To be sure, the details of a tax reform...

Installment Agreements (IAs): Adopting National Taxpayer Advocate Recommendations Could Assist the IRS to Ensure Taxpayers Enter IAs They Can Afford

Previously, I discussed my concerns about installment agreements (IAs) and the study TAS Research conducted on IAs. Today I will discuss the recommendations I have made to the IRS to a...

TAS office closures affected by Hurricane Irma

Some Taxpayer Advocate Service offices were temporarily closed due to the effects of Hurricane Irma. As of Monday, September 18, 2017, all TAS offices in Florida are currently open for business. He...

Installment Agreements (IAs): TAS Study Finds Taxpayers Enter IAs They Cannot Afford

In this and next week’s blog, I will discuss my recent Most Serious Problem on Installment Agreements (IAs) and the corresponding Research Study that was published in my 2016 Annual Repor...

The IRS’s Position in Mescalero Apache Tribe v. Commissioner Raises Concerns About the IRS’s Commitment to Taxpayer Rights

About this time every year, my wonderful staff of attorney-advisors presents me with early drafts of the discussion of the ten most litigated issues in federal courts that are ultimately published ...

Success Story: TAS helps taxpayer meet closing deadline

Every year the Taxpayer Advocate Service (TAS) helps thousands of people with tax problems. This story is only one of many examples of how TAS helps resolve taxpayer issues. All personal details ar...

Federal Payment Levy Program: The New IRS Automated Levies on Military Retirement Payments May Be Harming Veterans Experiencing Economic Hardship (Part II)

In last week’s blog, I described the Federal Payment Levy Program (FPLP) and outlined my general concerns about the IRS’s implementation of the “Low Income Filter&...