Business Details
Trusted Accounting & Advisory Services in Montpelier, VT
Fothergill Segale & Valley is a full-service accounting firm based in Montpelier, Vermont, dedicated to providing personalized tax, accounting, and advisory services for individuals, businesses, and nonprofit organizations. Our team combines cutting-edge technology with decades of experience to deliver tailored financial solutions that align with clients' unique goals. Since 1979, we have maintained a rigorous commitment to quality through regular peer reviews and adherence to the highest professional standards. Our Vermont roots shape our values of honesty, integrity, and hard work, which guide every client relationship.We specialize in multistate tax preparation, payroll management, financial statement reporting, and strategic consulting while prioritizing long-term partnerships built on trust and transparency. Our professionals hold certifications including CPA and EA, ensuring expertise across tax compliance, business planning, and audit representation. Whether serving local Vermont clients or nationwide businesses, we centralize accounting needs to provide efficient, reliable support that empowers clients to focus on growth and mission-driven objectives.
Services
Tax Preparation
Client Accounting
Strategic Consulting
Financial Statements
Payroll Services
Highlights and features
- We provide personalized accounting solutions tailored to Vermont's unique business environment
- Our team includes CPAs with decades of combined experience in tax and financial services
- We maintain rigorous quality standards through triennial peer reviews since 1979
- We offer centralized accounting services for businesses of all sizes nationwide
- Our strategic consulting addresses complex financial needs from business acquisitions to retirement planning
Services
Tax Preparation
Our tax preparation services cover multistate business and personal returns, payroll taxes, and capital gains. We stay current with changing tax laws to create strategies that maximize financial outcomes. Our certified professionals handle complex filings while maintaining compliance with federal and state regulations.
Client Accounting
We offer comprehensive accounting services from daily bookkeeping to high-level financial planning. Our team manages payroll, tax filings, and compliance reporting while providing on-demand financial reports. Services scale to meet needs of startups through established businesses with customized reporting structures.
Strategic Consulting
Our consulting services address business acquisitions, valuations, and financial planning. We provide expert witness support, audit representation, and strategic guidance for real estate investments. Services include budgeting, college planning, and succession planning tailored to individual and organizational goals.
Financial Statements
We prepare accurate financial statements with review and compilation services for stakeholders. Our team helps select appropriate reporting levels while ensuring clarity and regulatory compliance. Services support investor confidence and informed business decision-making through transparent financial documentation.
Payroll Services
Our payroll services handle direct deposit processing, tax filings, and compliance reporting. We manage multiple pay types and schedules while pre-funding tax payments during payroll runs. Services include W-2/W-3 preparation and 1099 reporting to ensure accurate year-end tax documentation.
People
Teresa H. Kajenski
Principal
Certified Public Accountant with extensive experience in tax compliance and business advisory services. Specializes in strategic financial planning and client relationship management while maintaining Vermont-based business expertise.
Sarah L. Myers
Principal
CPA focused on accounting standards and financial reporting. Provides leadership in audit preparation and peer review processes while ensuring adherence to professional conduct codes and regulatory requirements.
Sheila R. Valley
Principal
Tax advisory specialist with deep knowledge of multistate tax regulations. Concentrates on individual and business tax planning strategies while maintaining commitment to client education and compliance.
Michael L. Segale
Principal
Experienced CPA providing consulting services for business acquisitions and financial planning. Focuses on strategic growth solutions while maintaining quality standards through peer review participation.
David Dauria
Tax Supervisor
Enrolled Agent specializing in complex tax preparation and compliance. Oversees tax team operations while providing expertise in payroll tax regulations and multistate filing requirements.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, tax compliance, financial reporting, and business advisory services tailored to small businesses. Our services scale with your company's growth and industry needs.
Do you handle multistate tax filings?
Yes, our team specializes in multistate business and personal tax preparation, including compliance with varying state regulations and reporting requirements across different jurisdictions.
How do you support nonprofit organizations?
We offer fund accounting, compliance reporting, and financial planning specifically for nonprofits. Our services help boards interpret financial data and maintain regulatory compliance while focusing on mission objectives.
What sets your Vermont-based firm apart?
Our Vermont values of integrity and personalized service combine with national expertise. We maintain local community knowledge while delivering consistent, technology-enabled services across the United States.
How do you ensure service quality?
We've maintained triennial peer reviews by independent CPA firms since 1979. Our team includes certified professionals following AICPA standards and applicable regulatory requirements for all services provided.
