Your Team

"I firmly believe that there is not a business or personal tax or financial challenge that I cannot assist you in solving."

 

Paul F. Sullivan, CPA
Principal

Contact
Phone: 301-657-8080, x102
Email: pSullivan@eSullivan.net


For the past 30 years, Paul has provided business accounting, personal tax preparation, personal financial planning, and counseling services. Mr. Sullivan has extensive experience in tax and financial planning for family owned businesses, business purchases and sales, fringe benefits, pension plan selection and installation, and corporate and personal tax saving strategies. He has worked with businesses in virtually all industries, including construction, government contractors, retail, wholesale, and manufacturing. He also worked with individuals in the areas of income tax preparation and planning, retirement planning, IRS representation, estate planning, and litigation support services. Mr. Sullivan is a member of the American Institute of Certified Public Accountants, the Maryland Society of Certified Public Accountants, and the Estate Planning Council of Suburban Maryland, Inc. He holds an insurance license and a Series 63 securities license.

As an Investment Advisor Representative affiliated with Archer Investment Corporation, Paul provides our clients with enhanced financial services with investments and retirement plans to profile your portfolio risks, perform needs analysis, and perform due diligence on our clients behalf.

Since December 2002, Washingtonian Magazine has annually recognized Mr. Sullivan for being one of the top accountants in the area.

Paul serves as a volunteer on the Board of Directors and an officer of Mercy Health Clinic in Gaithersburg, Maryland. Mercy Health Clinic is one of the largest free health clinics in Montgomery County, Maryland. It is organized as a not-for-profit, non-sectarian, community based primary health care provider serving uninsured and low income residents of Montgomery County. (www.mercyhealthclinic.org)


Educational Background: Paul has a Bachelor of Science degree in Accounting from the University of Maryland and a Master of Science degree in Taxation from the University of Baltimore. He has taught many courses in both accounting and taxation at the University of Maryland-College Park and Montgomery College-Rockville, Maryland.


Raj Goenka, CPA, Principal
Tax Department Manager

"Just Do It" 

As Tax Department Manager and a Principal in the company, Raj's responsibility is to manage and supervise other CPAs/accountants within our company in the planning, preparation, and advising for individual income tax returns and corporate and partnership income tax returns. Raj enjoys working directly with clients and assisting them with all of the above, including IRS audits. 

Raj has developed a specialty in taxation of foreign citizens in the U.S. and also in taxation of U/S residents and citizens who work abroad and have financial assets and accounts overseas. This includes individuals residing in the United States on different immigrant and non-immigrant Visas, including but not limited to J-1, F-1, A-1, G-4, and H1-B and other Visas. 

In the area of accounting and business taxes, Raj has extensive experience in the use of QuickBooks and advises clients in the set up and utilization of QuickBooks software. 

Raj is a popular favorite of clients of our CPA firm. 

Raj is no stranger to traveling. Originally from Janakpur, Nepal, he and his wife like to see new places and explore as much as they can. 


Educational Background: Raj has earned a Bachelor of Science Degree in Accounting from Tribhuwan University, Nepal and a Master Degree in Accounting from Maharishi University of Management in Fairfield, Iowa.


Monika Benkovic, CPA
Senior Accountant & Business Services Co-Manager

Monika is a senior accountant at Sullivan & Company. In this position, she provides variety of business and individual income tax services. She has experience in preparation of payroll and sales tax returns, preparation of corporate, partnership, individual, non-for-profit and fiduciary income tax returns, as well as gift tax returns. She has full general ledger responsibility for clients from various industries (construction, real estate, gas stations, information technology, insurance, etc.) and prepares financial statements (compilations and reviews) for the clients. She also assists clients with initial QuickBooks program setup and provides consultations.

Prior to joining Sullivan & Company in July 2003, she volunteered in the IRS Volunteer Income Tax Assistance Program, where she gained experience in individual income tax return preparation. Before starting the Masters degree program at Strayer University, she held internship position at the Financial Sector Help Desk of the World Bank in Washington DC.

Educational Background: Monika earned a Master of Science Degree in Finance from Matej Bel University in Slovakia in 2002 and graduated with honors from Strayer University with a Master of Science degree in Accounting in June 2003. She holds a Virginia CPA and is a member of the Maryland Society of Certified Public Accountants.


Radka Windt,
Business Services Manager

Radka is the Business Services Manager at Sullivan & Co. overseeing tax and accounting operations for our business clients. Radka handles training, staffing, and policies including software and IT systems maintenance. Radka is also a Senior Accountant responsible for monthly and quarterly accounting updates, preparation of financial statements, preparation of payroll returns and sales tax returns. She also prepares corporation, partnership, fiduciary and individual income tax returns.

Educational Background: Radka earned a Master Degree in Education with a dual major in Mathematics and Physical Education from Liberec State University in the Czech Republic. Radka has taken courses in accounting at Montgomery College and is planning to take the CPA exam in the future.


Heather Thorne,
Firm Administrator & HR


Heather is the Human Resources and Firm Administrator of Sullivan & Company, CPAs. She is also Paul Sullivan’s executive assistant, providing clients with information or help in his absence. She manages all aspects of, and implements policies pertaining to, human resources within the company. With her administrative staff, Heather serves as Firm Administrator to ensure a smooth, well run office. She has been an employee of Sullivan & Company since 1999.

Educational Background: Heather studied English at Hollins University and George Mason University.


Chris Bailey, CPA
Supervising Senior Accountant & Financial Advisor

Chris is a Senior Accountant and Investment Advisor Representative for Sullivan & Company. His duties include training, supervising, and reviewing two accountants. He also prepares monthly accounting and financial statements for a wide range of businesses. In addition, he prepares individual, business, estate, and trust income tax returns.

Chris is also our financial services department’s co-manager. His goal in financial services is to help his client’s achieve their financial goals. This includes planning for retirement, college, buying a house, estate planning, and many other firms of investing. His favorite part of his job is when he helps clients with very little or no savings begin to save. Several years later the clients are in far better financial shape than when they first started.

In his spare time, Chris enjoys playing guitar and watching the Baltimore Orioles. Chris’s favorite guitar is his Martin D-15M. Prior to working at Sullivan and Company, Chris worked at several grocery stores and music stores throughout college

Educational Background: Chris attended the College of Southern Maryland and Frostburg State University. He graduated from Frostburg State with a Bachelor Degree in Business Administration in 2010 and completed a Masters of Business Administration degree in 2011. After graduation, Chris became a certified Investment Advisor Representative by passing the series 65 exam.


Leah Mena
Payroll & Sales Tax Specialist

Leah works in the Business Services Department as a payroll and sales tax specialist. Leah oversees payroll and sales tax preparation and filings with an emphasis on maintaining client compliance with various taxing authorities. Leah also assists in monthly and quarterly accounting and business tax preparation.

Educational Background: Leah graduated from University of San Carlos Cebu City Philippines with a Bachelor's Degree in Accounting. Leah is currently pursuing her Master's Degree in Accounting.


Karla Romero

Karla is a Staff Accountant at Sullivan & Company and works in the Business Services Department. She graduated in January 2015 from the University of Baltimore with a Bachelor degree in Business Administration with a specialization in Accounting. After graduation she volunteered with the IRS Volunteer Income Tax Assistance Program. Karla plans to sit for the CPA exam in 2016.
Karla is originally from Peru and moved to the USA at the age of 9. In her free time, she enjoys bike riding and swimming.

Stephanie Phillips
Administrative Assistant

As an administrative assistant within the firm, Stephanie provides assistance to our clients with setting appointments, general questions and support, and our secure online portal. She assists staff with scanning and assembly of documents, preparation of correspondence to our clients, and other office duties. Stephanie also assists with payroll and sales tax filings.


Jane Huserova

Jane works in the Business Services Department. Her duties include monthly and quarterly accounting, preparation of financial statements, business tax return preparation, payroll and sales tax returns. She is also administrative support for our Financial Services Department where she helps with preparation of client investment documents. Jane earned a Master of Arts degree in Economic Policy and Administration in 2003 from Technical University of Ostrava in the Czech Republic. In her free time, she enjoys hiking, travelling, skiing and biking with her husband and two children.


Ryan Beckett

Ryan is a staff accountant at Sullivan & Company, CPAs. His duties include preparation of monthly and quarterly accounting and financial statements, personal and corporate tax filling, and preparation of payroll and sales tax returns. Ryan graduated in 2016 from James Madison University with a Bachelor of Business Administration degree in Accounting and Computer Information Systems. Ryan is currently sitting for his CPA exams. In his spare time, Ryan enjoys playing basketball, soccer, and bike riding.


Angie Jenkins

Angie is a Staff Accountant at Sullivan & Company. She is currently attending Montgomery College for Business Administration & Accounting with her goal of completing a CPA. She has over 6 years of experience with many industries for small business clients. In her free time, she enjoys cooking and painting.



Jana Kamenska

Jana works in the Business Services Department. Her duties include monthly and quarterly accounting updates, preparation of financial statements, business tax return preparation, payroll and sales tax returns. Jana earned a Master of Science in Marketing degree in 2011 from University of Economics in Bratislava in Slovakia. In her free time, she enjoys dancing and reading books.


Rahul Kedia

Rahul is a Staff Accountant at Sullivan & Company, CPAs. His duties include preparation of monthly and quarterly accounting and financial statements, corporate tax filing, and preparation of payroll and sales tax returns. 
Rahul earned a Bachelor of Commerce Degree with Honors in Finance from University of Calcutta, India and is currently pursuing his Master of Business Administration Degree in Accounting from Maharishi University of Management in Fairfield, Iowa. 

Loida Hegna

Loida is a staff accountant at Sullivan & Company, CPAs. Her duties include preparation of monthly accounting, quarterly accounting, financial statements, and business and personal tax returns. She prepares monthly, quarterly and annual payroll returns and sales tax returns.
Loida graduated from the University of San-Jose Recoletos in Cebu City, Philippines with a Bachelor's Degree in Accountancy. In her spare time, Loida enjoys baking and cooking.

Jennifer Wolfe
Administrative Assistant

As an Administrative Assistant, Jennifer is responsible for various administrative functions needed to support the Sullivan & Company office. In addition to greeting our clients in person and on the phone, Jennifer assists our staff with scanning documents, providing support to our clients by setting up appointments and answering general questions, and other office duties.

Jennifer graduated from Sherwood High School in 2012 and plans to go back to college to continue her education in the next few years. In her spare time, Jennifer enjoys drawing and snowboarding.


Ikesh Pandey

Ikesh is a Staff Accountant at Sullivan & Company, CPAs. His duties include preparation of monthly and quarterly accounting and financial statements, corporate tax filing, and preparation of payroll and sales tax returns.

Ikesh earned a Bachelor of Commerce Degree (Finance and Accounting) from Indira Gandhi Open University, India and is currently pursuing his Master of Business Administration Degree in Accounting from Maharishi University of Management in Fairfield, Iowa. He has completed chartered Accountancy from The Institute of Chartered Accountants of India. He is also a CPA candidate and out of four sections he has passed two.



Andrew Harting

Andrew is a staff accountant at Sullivan & Company, CPAs. His duties include preparation of monthly and quarterly accounting and financial statements, personal and corporate tax filling, and preparation of payroll and sales tax returns. Andrew attended University of Maryland, majoring in accounting and minoring in business administration. Andrew is currently preparing for the CPA exam and intends on beginning his Master in Business Administration within the year. In his free time, Andrew enjoys exercising at the gym, playing basketball, and watching sports.



Eric Thomson

Eric is a Staff Accountant at Sullivan & Company, CPAs. His duties include preparation of monthly and quarterly accounting and financial statements, corporate tax filing, and preparation of payroll and sales tax returns.

Eric earned a Bachelor of Science Degree in Accounting from the University of Maryland, College Park in 2017. Eric passed the Uniform CPA Exam in 2018. In his spare time, he enjoys cooking and hiking.



Judy Jackson

Judy is the voice of Sullivan & Company, CPAs. She reaches out to businesses to educate them on our mission: To empower our clients to accomplish their financial goals. She informs businesses about the accounting and tax services we provide and how we can help with the accounting challenges many businesses face. Judy encourages businesses to take advantage of our opportunity for a no cost or obligation appointment with Paul Sullivan to better assess their business needs and concerns. She loves to dance and enjoys reading true crime books.

Educational Background: Bachelor of Arts in Behavioral and Social Sciences from the University of Maryland.



Jana Arias

Staff Accountant

As a staff accountant, Jana is responsible for preparation of monthly and quarterly accounting and financial statements, personal and corporate tax filing, and preparation of payroll and sales tax returns. 

Jana was born in the Czech Republic and came to the U.S. in 2004. She earned a Bachelor of Science Degree in Accounting with honors from Trinity Washington University in D.C.

Jana is a nature enthusiast and enjoys hiking, photography, and a good book. She spends her free time with her family and friends. 






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