About Us
We Are More Than Accountants
Discover a team of trusted advisors who go above and beyond.
About Spinelli CPA
We are a trusted, full-service financial consultancy and accounting firm with more than 25 years of experience. Our team has the in-depth knowledge and technical skill to meet all your accounting needs and help you thrive personally and professionally.
Much more than accountants, we provide an exceptional level of thoughtful, personalized service that has become the Spinelli CPA trademark.
Meet Our Team
Managing Partner
President, Owner and Managing Partner, Karen draws on more than 25 years of hands-on accounting, tax and business consulting experience to help clients reach their full financial potential.
Hometown:
- Fitchburg
Currently lives in Leominster with husband Tom
Degrees & Accolades:
- Bachelor of Science in Accounting from Fitchburg State
- Certified Woman-Owned Business Leader
Specializations:
- Small- to mid-sized businesses
- Closely held and family-owned businesses
- Non-profit organizations
- Financial guidance for individuals and families
Strength:
- Ability to see beyond the basic financial needs of clients to their full potential
Personal Interests:
- Supporting and educating small businesses and non-profit organizations
Other Roles:
- Trustee for Fitchburg State University
- Committee Member of Leominster Boy Scout Troop 12
- Treasurer for the Center for Italian Culture
- Previous Trustee for Fitchburg State University Foundation
Director of Audit
Diane joined the firm as Director of Audit in 2020 following a successful 20-year career as
a partner at Mercadante & Mercadante in Fitchburg.
Hometown:
- Fitchburg
Degrees & Accolades:
- Bachelor of Science in Accounting from Bentley College
Specializations:
- Credit union audits
- Income tax preparation for non-profit, corporate and individual clients
Strength:
- Ability to see beyond the basic financial needs of clients to their full potential
Personal Interests:
- Supporting small businesses and non-profit organizations
Other Roles:
- Director of Massachusetts Credit Union Share Insurance Corporation (MCUSC) since 2011
- Chairman of the MCUSC Audit Committee
- Member of MCUSC Monitoring Committee
Audit Manager
An accomplished audit and accounting specialist, Eva has 15 years of experience in
both local and national accounting firms.
Hometown:
- Fitchburg
Degrees & Accolades:
- Bachelor of Science in Accounting from Worcester State University
- Master of Business Administration from Assumption College
- Excellence and Service Quality Award for Contributions to the Success of the Federal Reserve Bank of Boston (FRBB) Financial Reporting Unit
Specializations:
- Auditing and accounting
Strength:
- Ability to see beyond the basic financial needs of clients to their full potential
Personal Interests:
- Supporting small businesses and non-profit organizations
Other Roles:
- Director of Finance at Upper Room Family International Church since 2012
- Director at Abby’s House, a non-profit provider of shelter and affordable housing to women and children
Senior Tax Accountant
Dan has worked as a licensed CPA at accounting firms and businesses in Massachusetts for many years. He also started his own practice in 1996, providing consultation and planning services while meeting the current reporting requirements for a variety of clients.
Hometown:
- Worcester, MA
Degrees & Accolades:
- Bachelor of Arts from Brandeis University
- Masters of Science in Accountancy from Bentley University
Other Roles:
- Member of Board of Directors and various committees at Jewish Federation of Central Massachusetts
- Treasurer for Probus Club of Worcester and Jewish Community Center of Worcester
Director of Estate Services
Amy joined the firm as Director of Trust & Estate Services in 2022, bringing over 25 years of Trust & Estate tax experience at both law and accounting firms.
Hometown:
- Winchendon, MA
Degrees & Accolades:
- Bachelor of Science in Accounting from Fitchburg State University
Specializations:
- Fiduciary, Estate and Gift tax preparation
- Individual income tax preparation
- Guidance for personal representatives and trustees
Personal Interests:
- All things equine
- Community service
Other Roles:
- Selectwoman for the Town of Winchendon
- Treasurer for the Massachusetts Quarter Horse Association
- Former board member of the Town of Winchendon Finance Committee and Audit Committee
Firm Administrator
Suzanne’s extensive background in firm management spans 20 years and includes service at small regional companies as well as national accounting firms.
Hometown:
- Worcester, MA
Degrees & Accolades:
- Associates Degree in Business Administration from Central New England College
- Award for Most Successful First Year Launch from XCM Solutions
Specializations:
- Firm management
- Software Implementations
- Workflow Process Management
Strength:
- Creating a culture of teamwork within the firm and networking to help grow Spinelli CPAs’ reach within the community
Personal Interests:
- Golfing
- Traveling
- Connecting with family and friends
- Volunteering
Other Roles:
- Previous Member of Client Advisory Boards at CCH Document and XCM
Solutions
- Previous Member of Client Advisory Boards at CCH Document and XCM Solutions
- Member of Board of Directors at For One Child Foundation
- Volunteer at Community Harvest Project, For One Child Foundation, Cradles to Crayons, Food Share food distribution program, WCUW Community Radio in Worcester, Boys & Girls Club of Worcester, and Boys & Girls Club of Leominster
Staff Accountant
Spinelli Staff Accountant Tyrenna has 7 years of experience in accounting specifically for non-profits.
Hometown:
- Fitchburg
Degrees & Accolades:
- Bachelor of Science in Accounting from Worcester State University
- Enrollee in Masters of Business Administration program at Babson College
Specializations:
- Accounting
Personal Interests:
- Reading
- Writing Literature
- Learning to Speak Swahili
Other Roles:
- Master’s Student
Staff Accountant
A recent and distinguished graduate of the University of Cincinnati, Sam previously prepared tax returns for small business owners on the Ohio-Kentucky border, where he specialized in taxation by multiple interstate localities.
Hometown:
- Lancaster, MA
Degrees & Accolades:
- Bachelor of Science in Business Administration from the University of Cincinnati, Cum Laude
Specializations:
- Preparation of entity tax returns
- Auditing of credit unions
- Bookkeeping for small to mid-sized businesses
Strength:
- Having performed at the top of his class in audit risk assessment, employee fraud detection, and internal control evaluation, Sam is an especially detail-oriented individual who strives to leave no stone unturned when assisting clients.
Personal Interests:
- Playing Guitar
- Olympic weightlifting/powerlifting
- Following the Cincinnati Bearcats football program
Other Roles:
- Volunteer stagehand for the Hanover Theater’s Youth Summer Program
Staff Accountant
A recent and distinguished graduate of Nichols College, Nicholas joined Spinelli CPAs as an intern in February 2022 before being promoted to a full-time position.
Hometown:
- Rhode Island
Degrees & Accolades:
- Bachelor of Science in Accounting from Nichols College
Specializations:
- Auditing and Accounting
Staff Accountant
Hometown:
- Fitchburg, MA
- Currently lives in Westminster, MA
Degrees & Accolades:
- Bachelor of Science in Business Administration-Accounting concentration from Fitchburg State University
- Summa cum laude
- Distinguished Scholar Award Recipient
- Associate of Science in Business Administration-Accounting concentration from Mount Wachusett Community College
- Highest Honor’s
- President’s Key Award Recipient
- Accounting Curriculum Award Recipient
Specializations:
- Individual Tax
- Audit for non-profit organizations
Strengths:
- Ability to bring a new, fresh perspective into the ever-growing field of accounting.
Personal Interests:
- Currently pursuing a Master’s of Business Administration degree with a concentration in Accounting at Fitchburg State University. Ultimate career goal is to become a Certified Public Accountant.
- Collects vinyl music records
Other Roles:
- Member of the Sigma Beta Delta International Honor Society for Business, Management, and Administration
- Member of the Alpha Beta Gamma National Business Honor Society
- Member of the National Society for Leadership and Success
Administrative Assistant
Tax Manager
Staff Accountant
Hometown:
- Southbridge, MA
Degrees:
- Bachelor of Science in Accounting from Western New England
- Certification in Computer Science Engineering Technology from Quinisigamond
Specializations:
- Diverse in all Accounting fields, non-profit, public, private and governmental (IRS)
Strengths:
- Ability to help clients save money where they didn’t think they could
Personal interests:
- Working in taxes and learning new things
- Love supporting women owned businesses
Other Roles:
- Previous Treasurer for WICN
- Previous Treasurer for Southbridge Pop Warner
- Member of Chamber of Commerce in CT
Staff Accountant
Administrative Assistant
Hilary Mabie, with her diverse background spanning over a decade in the retail industry and as a business owner, brings a unique blend of skills to her role as an Administrative Assistant at Spinelli CPA. Her extensive experience in customer service, honed during her years at Target Stores and other retail establishments, has instilled in her a deep understanding of client needs and the importance of clear communication. This, combined with her ability to manage and prioritize tasks, ensures that she is adept at providing top-notch administrative support.
Hometown:
- Leominster, MA
Degrees & Accolades:
- Certificate in Electro-Mechanical Technology from Minuteman Technical, Lexington MA.
- Recipient of the VICA - Vocational Industrial Club Award and a Teamlead performance award at the district level.
Specializations:
- Customer Service, Client Engagement, Business Management, and Team Leadership.
Strengths:
Hilary's strengths lie in her ability to connect with clients, understand their needs, and provide solutions in a timely and efficient manner. Her experience running "Hilary’s Daycare" in Leominster has equipped her with skills in business management, multitasking, and adherence to guidelines and regulations, all of which are invaluable in her current administrative role.
Personal Interests:
Hilary is a passionate craft enthusiast, always eager to explore various creative projects. She has a deep love for animals, which is evident in her care for her cats, dogs, and her involvement in raising rabbits, chickens, and bees. Gardening is another of Hilary's passions, and she takes great pride in tending to her small hobby farm, cultivating both her love for nature and her dedication to sustainable living.
Other Roles:
Over the years, Hilary has held various roles that have enriched her skill set, from managing teams in the retail sector to running her own daycare business. Each of these experiences has contributed to her holistic approach to administrative tasks and client relations.
You can count on us.
This dependable, uncompromising service is at the heart of everything we do, and it’s the reason we have been trusted financial advisors for over two decades.