Peter J. Fortin, CPAPractice Manager
Gregory S. Sobczak, CPACPA Tax Resolution Expert
Gregory Sobczak specializes in tax related controversies at the federal and state level, including examinations, collections and appellate conferences. He received his Bachelor of Science in Business Administration with a major in Accounting from Central Michigan University in 1985. He obtained his license as a Certified Public Accountant in 1990. Greg spent twenty one years with the Internal Revenue Service, where he held the position of Revenue Agent from 1986 through 1997, conducting individual, corporate and partnership audits throughout the State of Michigan and several states across the country. In 1997 to 2007 he held the position of Appeals Officer in North Carolina and Michigan wherein he settled cases on Appeal from both the Examination and Collection functions. Greg also accepted a number of other assignments in his 20 years with the federal government including coordination of large projects and issues, developing text material and training of new employees. Greg has significant experience in resolving tax controversies concerning the assessment and collection of taxes. He has handled the representation of individuals, small, medium and large businesses and tax exempt entities. He has successfully resolved income tax disputes, employment tax, IFTA taxes and sales & use tax disputes, trust fund recovery penalty determinations, lien and levy issues as well as related penalties from federal and state taxing authorities. He currently serves as a consultant to various corporate and individual clients and has successfully collaborated with our team on a number of projects for our clients.
Dana L. Barclay, CPACPA Manager
Matthew M. Barczak
CPA MBA Lead Staff Accountant Matt received his Bachelors and Masters degree in Business Administration from Davenport University in Grand Rapids, Michigan. While completing his Bachelors degree, Matt played 4 years of basketball at Davenport University. Recently, Matt passed his CPA exam and FC&E, would like to congratulate him on his accomplishment. He is a member of both the AICPA and MACPA.
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Peter Fortin is the original founder of the firm and has been the Managing Partner since its inception in 1989.