CTP, ATP, RTRP, CEO
Maureen Berrios, founder of Berrios & Associates in 1999. Prior to that, Maureen was an active partner in a CPA firm for 3 years. Maureen specializes in the interpersonal relationship and understanding of corporate and personal tax management, nationwide business management advisor, and back office business support. She is a member of the NATP, NSA, NYSA, ACAT, ACTP and the Council for Special Education Services. Maureen was also awarded mention in the "8th Edition of the Most Notable 200 Women for Outstanding Service to the Community, State, and Union" as well as the "International Directory for Who's Who of American Women". Maureen is a graduate of Hofstra University, holds certifications in ATP and CTP. She is currently authoring a book on entrepreneurial small business and the business/owner relationship. In her spare time, she generously volunteers for the homeless in soup kitchens, is very active in the autistic community and is a strong supporter for animal rights.
MBA, RTRP, Accountant
Marek has over 10 years of experience in the financial and accounting fields, providing services to both individual and institutional clients. Marek previously worked at UBS AG, The Bank of NY Mellon and Suffolk County National Bank. Prior to joining Berrios & Associates, Marek worked as an accountant in Fred Roth, CPA office.
Marek holds a Master of Science in Public Accounting and Master of Business Administration degree in Financial Management from Pace University, Lubin School of Business, with a Bachelor of Arts in Economics from SUNY Stony Brook. He is also a Registered Tax Return Preparer.
Active in the community, Marek volunteers his financial and accounting skills serving as treasurer for the SMKPS in Riverhead, NY.
Thomas joined the firm in 2007 as Client Relations Manager, focusing on our personal client base. His role also included implementing interactive documents, programs and systems for our client base. Currently as Chief Operations Officer, Thomas is responsible for executing and implementing the operational directive within the firm so that our first priority, client satisfaction, is achieved.
When Thomas is not working, he enjoys spending time with family, traveling with his wife, landscaping, and visiting vineyards within his local town.
Julio Gomera is our Manager whose specialty is in our corporate client division. Julio serves clients in levels of corporate entity management and financial workflows. Prior to joining Berrios & Associates, Julio worked as an accountant for a national real estate management company.
Julio has a Bachelor's degree in accounting from Lehman College and this year pursuing his Master's degree at Columbia University. Julio has been very active with the Boys Scouts of America, neighborhood youth programs, and Christian youth programs.
Lisa Kipperman has over 35 years of experience in the accounting field. Prior to joining Berrios & Associates Lisa worked in the construction industry for Pratt Brothers Inc. as a bookkeeper. Lisa worked full time for many years and then went part time to raise her family.
Lisa holds a Bachelor’s degree in accounting from Dowling College. Lisa volunteered as a Girl Scout leader for 2 years and as a Boy Scouts academic coordinator for 4 years. Lisa has volunteered as the treasurer for the Soundview Montauk Property Owners Association for the past 7 years.
Ashley Puglia joined Berrios & Associates, Inc. in 2014 to assist in both personal and corporate services, as well as provide back office support. Ashley graduated from Five Towns College with a BA in Business Management; she minored in music. In 2004 she received radio airplay for an original pop song, and her song was named in the top 100 songs of the International Billboard Songwriter’s Contest.
Ashley held manager and supervisor positions at a private beach club in the Hamptons for over 12 years. She is passionate about her catering business, where she prepares food using organic, local ingredients.
AnneMarie is responsible for the recording of financial transactions for our organization, which includes purchases, sales, receipts, and payments by our clients and partnered corporations.
AnneMarie has worked in the past in Accounts Payable/Receivable and also as a Billing Clerk for Cheyenne Software and Computer Associates.