Our Team

SMG works as a tight knit team and we are proud to make our clients’ goals our own and assist in unlocking their true potential.

Join Our Team

Partners

Managing Partner

Gregory M. Scotto, CPA

Gregory@smgaba.com

Gregory’s leadership, drive for success, and dedication to his clients and his team has grown SMG to be recognized as one of the fastest growing accounting and bookkeeping firms in the nation. His clients consider him an asset to not only their businesses, but their overall financial well-being. Gregory has acted in a professional and efficient manner to assist and improve profitability and cash flow for many of his clients. Gregory earned a bachelor’s degree from the Zicklin School of Business at Bernard Baruch College and has been a licensed Certified Public Accountant since 2009.

Managing Partner

Wesley S. Melchiorre, EA

Wesley@smgaba.com

Wesley is an experienced trusted advisor and leads the Firm’s Hospitality Industry practice. Wesley takes a modernized approach to assisting his clients in optimizing their profitability. His clients consider him a valued asset to their businesses and have celebrated his efforts on many occasions after countless successful working relationships over the years. Wesley’s experiences have led him to become one of the most sought-after advisors in the hospitality arena where he prides himself on his communication and additional efforts in providing operators with various avenues to financial success. Wesley earned a BS in Corporate Finance and Accounting from Bentley University and has been an Enrolled Agent since 2011.

Partner

David M. Isaacs II, MBA, EA

David@smgaba.com

David prides himself on work ethic, responsiveness, and passion. His level of dedication to his clients has proven to be successful as he receives tremendous positive feedback. With over ten years of experience, David communicates with business owners on a frequent basis and his overall support has been a driving factor in maintaining profitability and compliance. Clients consider him an integral part of their day-to-day operations to sustain their path to success. David earned an MBA from St. Joseph’s College and has been an Enrolled Agent since 2019.

Partner

Marc Valente, CPA

Marc@smgaba.com

Marc has spent most of his 16+ year career in taxation serving small business and middle market clients at Top 10 accounting firms. Marc has a broad range of tax and audit experience providing personal and customized service to both private and public companies of all sizes. He has had the pleasure of assisting companies at various stages of their lifecycle including the startup, growth, established, expansion, maturity and exit stages. He enjoys working collaboratively with family business owners and key company executives on tax strategy to minimize taxes and maximize value.

Partner

Thomas Batsilas

Thomas@smgaba.com

Thomas has spent the last 11 years servicing a broad range of clients across a variety of industries. Tom has focused in providing tax planning, consulting and preparation services for high-net-worth individuals and clients within the consumer product and real estate industries. His real estate expertise includes owners, developers, real estate managers and other real estate firms. Tom has the skills to alleviate the burden of tax compliance and tax planning from his clients, while presenting and enforcing the most tax effective strategy available. He prides himself on his relationships with his clients who he considers his friends.

Laura March cpa

Partner

Laura Marsh, CPA

Laura@smgaba.com

Laura has dedicated 30+ years to her clientele and applied her professional expertise in the areas of accounting, taxation, and business consulting to closely held businesses and high net worth individuals. She is committed to advising client in the start -up, expansion, and eventual succession planning progression of their business. She has experience is a wide range of business industries, but specializes in hospitality and real estate. She is the firm’s specialist in Estate Planning, Gifting, and Trust taxation. She has assisted clients in preserving their assets, offered guidance in trust funding, and Estate filings. She is a member of the AICPA and NYS Society of CPA’s.

Lori A. Hornby, CPA

Partner

Lori A. Hornby, CPA

Lori@smgaba.com

Lori has been a Certified Public Accountant and a trusted advisor to her clients for over 25 years with a Bachelor’s degree in financial accounting and a Master’s degree in taxation. She has helped thousands of clients throughout her career and helped to grow their business and personal portfolios while mitigating tax liabilities and building lasting relationships with her clients. Lori is a Certified QuickBooks Advanced ProAdvisor (Desktop and Online). Lori prides herself on her responsiveness and unique problem-solving strategies.

Partner

Pedro Contreras, Jr., CPA

Pedro@smgaba.com

Pedro has over twenty-five years of professional experience as a Certified Public Accountant. He is a member of the American Institute of Certified Public Accoutnants and the New York State Society of Certified Public Accountants. Pedro has a Bachelor of Business Administration from Hofstra University and specializes in the Hotel & Hospitality Industry. Pedro also has a sizeable focus in the NYC Real Estate developers and landlords industry.

Management

Tax Manager

Rene Rosengart, CPA

rrosengart@smgaba.com

Rene is a new member of the SMG team with over 25 years of Tax and accounting experience. She graduated SUNY Plattsburgh with a BS in Accounting in 1999 and has since worked with a wide range of businesses, and their owners, in our New York marketplace. Rene became a CPA in 2003 and continues to bring value to her clients day-in and day-out!

Manager

Maria Aruanna, MST, CPA

MAruanna@smgaba.com

Maria has provided a value unparalleled to SMG and her clients. She possesses hard work ethics, care, and passion which translates into a larger part of the firm's and client's overall success. Although her tasks can be difficult and voluminous, she takes on the firm's and client's goals as her own and displays an admirable level of professionalism and determination. Since the pandemic started, Maria has overseen the SBA/IRS relief programs which has brought significant financial assistance to many businesses. Maria earned a MS in Taxation from Old Westbury.

Director of Administration

Bettina Meyer

BMeyer@smgaba.com

Bettina is responsible for managing and overseeing the Firm’s operations. She is also responsible for the development and implementation of processes that ensures the efficiency and viability of the Firm. Bettina is an integral part of the SMG’s management team, ensuring client expectations and project deadlines are appropriately met. In addition to monitoring the day-to-day operations, Bettina also handles the Firm’s billing and finances. Bettina holds a bachelor’s degree in Psychology from Hofstra University.

Director of Operations

Danielle Hoering

DHoering@smgaba.com

Danielle oversees the day-to-day activities of the SMG and ensures the Firm is performing efficiently and effectively. She is responsible for the development of long-term operational strategies, collaborating with vendors and driving performance improvement processes. Danielle facilitates quality operations and client service, inspiring staff to strive for excellence in all they do. She is an integral part of the Firm’s expansion and works closely with leadership to ensure the smooth-running, profitable operations of the Firm.

Onboarding Manager

Cynthia Cortes

CCortes@smgaba.com

Cynthia joined the SMG team 4 years ago as a Bookkeeper. She has over 10 years experience working in Office Management where she grew the skills necessary to understand the discipline of managing the operations of a business. Her passion to learn, overall care for the clients, team and the overall goals of the firm have led to her advancement as Bookkeeping Supervisor. Cynthia is a team leader, she makes sure everyone is productive and she cares for everyone’s wellbeing. To her testimonial clients that have had the pleasure of working with Cynthia request her and rely on her, as they should. Apart from Cynthias hard work and can do attitude, she also is involved in the betterment of her community, which is a true testament to her overall care.

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