Staff


 

 


James Ryan Bergey, Jr. , CPA

J. is the founding partner of Bergey & Company P.A. He earned his B.S. in Accounting from the University of Delaware in 1978. He is a member of the Maryland association of Certified Public Accountants and the American Institute of Certified Public Accountants. He has over 30 years experience and maintains over 40 hours of professional continuing education each year.

J. specializes in trust, guardianship and receivership services. He provides consulting in business, personal, tax, estate planning and real estate development.

 J. is a member of the Board of Directors of Calvin B. Taylor Banking Company, The Waterman’s Trust , Atlantic General Hospital Corporation and the Community Foundation of the Eastern Shore. He serves as Chairman of the Audit Committee of Calvin B. Taylor Banking Company, Treasurer and Chairman of the Finance Committee of Atlantic General Hospital Corporation. J. started working on the planning of the Hospital in the late 1980’s. He was a member of the first Board of Directors , the first Hospital Treasurer and Chairman of the Finance Committee. He helped formulate and direct the financing and construction of Atlantic General Hospital.

The newest non-profit venture “ The Waterman’s Trust “ involves saving the Chesapeake Bay and the way of life of it’s Watermen through Oyster Restoration and economic development. The creation of the Eastern Shore Growth Fund, LLC will help achieve this goal for our area by utilizing federal tax credit programs in facilitating loans to provide economic development . The Fund has been designated a qualifying Community Development Entity by the Department of the Treasury.

J can be contacted at 410-641-1101 or J@bergeycpa.com 

 

Jamy Davy, CPA

Jamy is a Partner at Bergey & Company, P.A. He earned his B.S. in accounting from West Virginia.

He specializes in business and personal tax planning and preparation, 1031’s, small business planning and consulting.

Jamy can be contacted at 410-641-1101 or Jamy@bergeycpa.com

 


 

Amanda Kiesewetter, CPA

Amanda is a Partner at Bergey & Company, P.A. She is a  Certified Public Accountant who was a top ten scorer in the State of Maryland on her CPA exam. After receiving her B.A. degree from Salisbury University and graduating Summa Cumm Laude she went on to complete the professional accounting studies program also at Salisbury University.

Amanda is a member of the Maryland Association of Certified Public Accountants, American Institute of Certified Public Accountants and the Maryland Society of Accountants. Amanda has experience in preparation of federal and state tax returns for corporations, partnerships and individuals as well as performing audits. She also specializes in tax planning, estate taxation, small business and accounting system consulting and review and compilation services.

Amanda can be contacted at 410-641-1101 or Amanda@bergeycpa.com

 



 

Erik Quisgard, CPA

Erik is a Manager at Bergey & Company, P.A. He earned his B.S. in Accounting from Salisbury University in Salisbury, MD.

Erik is a member of the MSA and MACPA. He has served as Treasurer for the Synepuxent Rod and Gun club and currently serves on the Berlin Utility Commission.

Erik specializes in corporate tax, estate tax and estate planning.

Erik can be contacted at 410-641-1101 or Erik@bergeycpa.com

 

James Ryan Bergey, III., CPA

James Ryan Bergey, III “Ryan” is a Supervisor at Bergey & Company, P.A. and a Certified Public Accountant.  Ryan was enrolled in the honors program and earned a  B.S. in Accounting and a B.S. in Finance  from University of Maryland at College Park.

Ryan is a member of the American Institute of Certified Public Accountants and the Maryland Society of Accountants. He serves as a council member on the Delmarva Council Boy Scouts of America.

He specializes in Financial Forecasts and Projections, Cash Flow and Budgeting Analysis, Consulting Services, and Tax Preparation.

Ryan can be contacted at 410-641-1101 or Ryan@bergeycpa.com

 

Stefanie Franklin

Stefanie is a Staff accountant at Bergey & Company, P.A. She earned her Bachelors in Accounting from Salisbury University in Salisbury, MD and continues her education in pursuit of taking the CPA exam.

Stefanie is a member of the Maryland Society of accountants.  She is involved with tax planning and tax preparation for individuals, corporations and partnerships.

Stefanie can be contacted at 410-641-1101 or Stefanie@bergeycpa.com


 

 

Kate Kohley

Kate is a  Staff accountant at Bergey and Company P.A. She earner her Bachelors in Accounting from Methodist University in Fayetteville, NC. Kate is currently preparing to take the CPA exam.

Kate can be contacted at 410-641-1101 or Kate@bergeyCPA.com





Becky Bratten

Becky is a Staff accountant at Bergey & Company, P.A. She earned her Associates degree in Accounting from Wor-Wic Community College.

Becky is a member of Maryland Society of Accountants and also a notary public. Her expertise is tax returns, payroll and bookkeeping.

Becky can be contacted at 410-641-1101 or Becky@bergeycpa.com


 


 

Danna Rothgeb

Danna is a Staff accountant at Bergey & Company, P.A. She has been working in the accounting field for over sixteen years starting as a bookkeeper and more recently as a staff accountant of over sixty housing projects through Delaware, Maryland and Virginia.

She is currently working on her B.S. in Accounting from Colorado Technical University. Danna specializes in bookkeeping and personal tax returns as well as having over sixteen years experience with quick books operation.

Danna can be contacted at 410-641-1101 or Danna@bergeycpa.com

 

Melissa McKay

Melissa is an Assistant to our Payroll & Bookkeeping Department at
Bergey & Company, P.A. She has earned an Associates Degree in Office
Technology at Wor-Wic Community College. Melissa has several years
experience in Quickbooks, Payroll Processing & General Bookkeeping. She
is also a Notary Public.

Melissa can be contacted at 410-641-1101 or Melissa@Bergeycpa.com