Contact Us: 802-775-2341
Rosen, Valente & Willhaus
Certified Public Accountants
Peter G. Valente, CPA, CFP
Peter is a graduate
of Castleton State College in
and has over 30 years of experience in all facets of public accounting.
Peter's areas of special interest are personal financial planning, limited
liability companies and taxation of individuals, businesses, estates and
trusts. Peter is a member of the Vermont Society of Certified Public
Accountants, the American Institute of Certified Public Accountants and the
Peter is an avid outdoorsman. He enjoys bass
fishing, skeet shooting, and hunting with his Labrador
Retrievers. Additionally, Peter enjoys riding his motorcycle in the summer
and skiing in the winter.
his bachelor's degree from
He later received his Masters in Business Administration from the
of New Hampshire
has over 30 years of audit, tax and management advisory experience. His
areas of special interest are taxation of closely held corporations and
shareholders, individual income taxation, taxation of estates and trusts,
and audits of non-profit corporations. He is a member of the Vermont Society
of Certified Public Accountants, the American Institute of Certified Public
Accountants and the
Institute of Management Accountants
Wayne M. Willhaus, MBA, CPA
Charlene R. McFarren, CPA
QuickBooks ProAdvisor Program Member
is a graduate of Castleton State College with a B.S. in Accounting and
Finance. She was born and raised in Rutland and has been with our team since 1998.
Charlene has expertise in corporate, partnership, trust and
individual taxation and accounting. She is also a QuickBooks ProAdvisor
Program Member, and supports our clients in their accounting software needs.
She is a member of the American Institute of Certified Public Accountants
and the Vermont State Society of Certified Public Accountants.
Charlene is an active member of the community. She enjoys spending
her free time with family and friends.
in small business bookkeeping, payroll, and tax preparation for individuals and
businesses. She is a graduate of Castleton State College and has a B.S. in Accounting
and Management. She enjoys being outdoors and spending time with her
family and friends.
Kristi N. Pelkey
Joanne D. Lewis
Joanne is an integral part of Rosen, Valente & Willhaus and has been with
our firm for 25 years. In addition to performing all office management
functions, Joanne prepares payroll tax returns, oversees electronic filing
of tax returns and assists with small business accounting services. She
loves the outdoors and enjoys the Vermont countryside from her front porch.
Phone: 802-775-2341 - 92 Grove Street Rutland, Vermont 05701
- Fax: 802-775-8208