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Accounting & Tax

  • Brian Swire

    Tax Manager / Consultant

    Brian Swire is a Certified Public Accountant (CPA), having achieved this distinction in 2008. His main focus within PBM is to assure clients understand, and can work through complicated business tax issues with ease, while providing insight into the principles of taxation and the health care industry. He works diligently with clients to help them develop strategies to grow their practices, while implementing tax savings and compliance policies.

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  • Elisabeth Woodbridge

    Accountant / Consultant

    Elisabeth Woodbridge has been a Certified Public Accountant (CPA) over ten years. She is a QuickBooks Proadvisor and assists clients with Quicken and QuickBooks set-up and training. Her goal is to convert accounting, payroll, and tax requirements into processes her clients can understand and achieve.

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  • Joe Lessard

    Accountant

    Joe Lessard is Senior Accountant with PBM and has been with the firm since 2009. He attained a designation as an Internal Revenue Service Enrolled Agent in 2013 and is actively pursuing his CPA certification.

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