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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

 

Charles Haig, CPA

 

Phone: (215) 245-7777 Ext. 111
Email: Chaig@rscm.us

 

Office Staff

 

 

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, Enrolled Agent

 

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)

 

Scott Rothman, Accountant

 

Phone: (215) 245-7777 Ext. 115
Email: Srothman@rscm.us

 

Julie Raffel, Accountant

 

Phone: (215) 245-7777 Ext. 127
Email: Jraffel@rscm.us

 

James Monahan, Accountant

 

Phone: (215) 245-7777 Ext. 121
Email: Jmonahan@rscm.us

 

Chris Leighton, Accountant

 

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

 

Jerry Migliore, CPA

 

Phone: (215) 245-7777 Ext. 140
Email: Gmigliore@rscm.us

 

 

News

NTA Blog: Overall the Filing Season at Taxpayer Assistance Centers Ran Smoothly, But Room for Improvement Remains

Subscribe to the NTA’s Blog and receive updates on the latest blog posts from National Taxpayer Advocate Nina E. Olson. Additional blogs from the National Taxpayer Advocate can be found at w...

NTA Blog: “Real” vs. “Unreal” Audits and Why This Distinction Matters

Subscribe to the NTA’s Blog and receive updates on the latest blog posts from National Taxpayer Advocate Nina E. Olson. Additional blogs from the National Taxpayer Advocate can be found at w...

Success Story: TAS Advocates for Penalty Abatement

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’s tax issues. All person...

NTA Blog: A Few Thoughts About The National Taxpayer Advocate’s Fiscal Year 2019 Objectives Report

Subscribe to the NTA’s Blog and receive updates on the latest blog posts from National Taxpayer Advocate Nina E. Olson. Additional blogs from the National Taxpayer Advocate can be found at w...

National Taxpayer Advocate releases Fiscal Year 2019 Objectives Report to Congress

The National Taxpayer Advocate released her Fiscal Year 2019 Objectives Report to Congress today. In it, she reviews the 2018 filing season, addresses challenges facing the IRS, and identifies TAS&...

Tax Changes

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NTA Blog: Participants in the Sharing Economy Lack Adequate Guidance From the IRS

Subscribe to the NTA’s Blog and receive updates on the latest blog posts from National Taxpayer Advocate Nina E. Olson. Additional blogs from the National Taxpayer Advocate can be found at w...

NTA Blog: The IRS’s Continued Refusal to Exclude Already Open TAS Cases From the Passport Certification Program Violates Taxpayer Rights

Subscribe to the NTA’s Blog and receive updates on the latest blog posts from National Taxpayer Advocate Nina E. Olson. Additional blogs from the National Taxpayer Advocate can be found at w...

NTA Blog: One Year Later, The IRS Has Not Adjusted Its Private Debt Collection Initiative To Minimize Harm To Vulnerable Taxpayers

Subscribe to the NTA’s Blog and receive updates on the latest blog posts from National Taxpayer Advocate Nina E. Olson. Additional blogs from the National Taxpayer Advocate can be found at w...

IRS Announces Webinar on the 2019 Low Income Taxpayer Clinic (LITC) Grant Application Process

The IRS announced today that the Low Income Taxpayer Clinic Program Office will host two webinars on Tuesday, June 5, 2018, and Tuesday, June 12, 2018. The webinars are to provide potential applica...