Jerry is a founding member and principal of Freedom Tax & Business Services, LLC and Freedom Financial Services, LLC.

Prior to founding Freedom Tax & Financial Services, Jerry owned his own accounting and financial services firm, Style Associates, Ltd., for almost 20 years. Before establishing his own professional practice, Jerry worked for the Port Authority of New York and New Jersey for 7 years.

Jerry received a B.B.A. in Public Accounting at Hofstra University. He is an enrolled Agent, certified to practice before the Internal Revenue Service, a Certified Financial Planner, as well as a Certified Divorce Financial Analyst. Jerry holds series 6, 7, 24, and 63 securities licenses and holds a New York State Health, Life and Accident Insurance license.

Augie has been an important member of the Freedom team since July 2001. He was formerly affiliated with a major regional tax preparation and financial services firm. For over 20 years, Augie has worked in the financial and tax preparation field, with an expertise in fixed annuities. He holds series 7, 24, and 63 securities licenses, as well as a New York State Health, Life and Accident Insurance license.

Bruce has become another important member of our team, and yes, he is Jerry's big brother. After retiring with forty years of dedicated service at Brookhaven National Laboratory, Bruce joined us in June 2005. He has a B.S. in Accounting from Dowling College. He has series 6 & 63 security licenses, as well as a New York State Health, Life and Accident Insurance License. Bruce specializes in personal finances (especially as they relate to retiring government employees) as well as tax return preparation.

Jessica is an integral part of our team and is responsible for scheduling appointments, answering phones and serving as an administrative assistant to both Jerry and Bob. Jessica keeps the office running smoothly.

Michelle has been with Freedom Tax & Business Services, LLC since its inception in 1999. She is responsible for providing accounting services in the firm's business division and works directly with Bob in maintaining client accounts. Michelle has a B.A. in accounting from St. Joseph's College.

Terry has many years of experience in both the corporate and private sector. She works with Michelle in providing accounting and bookkeeping service's to the firm's business clients.

Joy also works with Michelle in providing accounting and bookkeeping services to the firm's business clients. Joy also teaches middle school students at West Sayville Christian School.