William S. Huckabay, CPAPresident
Bill graduated Magna Cum Laude with a B.S. degree in Accounting from California State University-Hayward in 1987 and was an Elijah Watts Sells award winner on the May 1987 Uniform CPA examination. He began his accounting career with the regional CPA firm of Smith, Batchelder, and Rugg in Burlington, Vermont. He spent six years in the private sector as Controller for Bruegger’s Corporation and then as Vice President – Controller for Waterbury Holdings of Vermont – a food manufacturing and distribution company – before returning to public accounting in 1997. Bill has also been affiliated with and operated his own small accounting practice in Addison County.
Bill’s auditing, tax and consulting experience encompasses a wide range of clients in both the public and private sectors, including small businesses in a variety of industries, not-for-profit organizations, and governmental entities. His work in the private sector included business analysis and tax planning involved in acquisitions, cost accounting, computerized accounting system selection and installation, and the development of business plans and financing proposals.
Bill is a member of the American Institute of Certified Public Accountants (AICPA) and the Vermont Society of Certified Public Accountants. He has been a speaker on small business and nonprofit taxation, cost accounting, and nonprofit auditing issues. In addition to his professional activities, he has worked with a variety of charitable and religious organizations. He is a past board member of the Lund Family Center in Burlington, deacon of his local church, and has worked with a number of other religious organizations to improve their financial systems.
Wallace W. Tapia, CPAVice-President
A graduate of Colby College in Waterville, Maine, Wallace W. Tapia began his career in public accounting after completing graduate and undergraduate level accounting studies at the University of Vermont in 1976. He has also successfully completed advanced levels of the National Tax Education Program co-sponsored by the American Institute of Certified Public Accountants and the University of Illinois. He specializes in tax planning and advisory services and is a frequent speaker on both subjects. After 25 years of operating Wallace W. Tapia, P.C., he joined his associate Bill Huckabay in forming Tapia & Huckabay, P.C. in 2014. Prior to establishing his own firm, Wally was a tax partner with the regional CPA firm of Smith, Batchelder & Rugg and served as the firm’s Lead Tax Specialist for Exempt Organizations.
His professional activities include membership in the American Institute of Certified Public Accountants (AICPA) and the Vermont Society of Certified Public Accountants. Mr. Tapia is also a member of the Exempt Organizations Subcommittee of the AICPA's Tax Division. Active in a number of non-profit organizations as well, he previously served as a Trustee of the Vermont Humanities Council, and as both a Trustee and Treasurer of the Vermont Symphony Orchestra, the Vermont Retail Association, and Vermont Stage Company. He has conducted workshops on accounting, auditing, tax, and financial management issues relevant to not-for-profit organizations, individuals, and small businesses for the Vermont Community Foundation, the Vermont Society of Association Executives, the Lake Champlain Regional Chamber of Commerce, the University of Vermont Extension Service Income Tax School, the Central Vermont Chamber of Commerce, the New England Museum Association, Lorman Education Services, and the National Business Institute, among others. His articles on tax planning and accounting issues have appeared in Nonprofit Vermont, the Vermont/New Hampshire Healthcare Financial Management Newsletter, the state-wide Vermont Retail Association newsletter, and Vermont Public Radio's North By Northeast.
Kristy J. McLeod, CPA
Kristy J. McLeod is a native Vermonter and Magna Cum Laude graduate of the University of Vermont with a B.A. in Business Administration. Upon graduation she joined the audit staff of Deloitte, Haskins, & Sells in Boston. She returned to Vermont in 1980, assuming a position as a senior auditor with the regional firm of Smith, Batchelder & Rugg.
She was admitted to partnership in Smith, Batchelder & Rugg in 1987 and was designated Firmwide Director of Auditing and Accounting that same year. Her position charged her with overseeing quality control policies and procedures for the firm’s audit and accounting engagements, instructing firmwide continuing education courses in auditing and accounting, and determining the proper application of accounting principles on client audit and accounting engagements. Since her departure from the firm in 1990, she has continued working as a consultant and technical advisor on various audit and accounting issues to Wallace W. Tapia, P.C. and now Tapia & Huckabay, P.C. Her auditing experience encompasses a wide range of clients in the nonprofit sector.
Ms. McLeod is a member of the American Institute of Certified Public Accountants (AICPA) and has been active in a variety of civic organizations in Chittenden County, including service as a Trustee of the Peck Estate Funds, an elected position charged with the oversight of funds bequeathed to the town of Hinesburg, where she presently resides. She also serves on the Board of Directors of the Hinesburg Artist Series, Inc., a nonprofit organization encompassing the Hinesburg Community Band, the South County Chorus and the a cappella group, In Accord.
Mary E. Mayheux, CPA
Mary Maheux began her accounting career in 1982 shortly after receiving her Bachelor’s degree in Business Administration (graduating with distinction) from Castleton State College. She also completed accounting studies at the University of Vermont. In addition to her public accounting background, initially in Connecticut and later in Vermont, Mary has held accounting positions in private companies in the insurance and real estate management fields.
Mary’s public accounting experience has focused on the planning, supervision, and completion of audit and accounting engagements in the not-for-profit, municipal, healthcare, nursing home, and small business sectors. Her far-ranging audit experience has led to her assuming in-charge responsibility for social service agency audits, as well as a variety of large school district audits. In addition, Mary served as in-charge accountant of the State of Vermont Department of Employment and Training audit for three consecutive years. In more recent years she has focused on small business compilation and review services and individual taxation issues.
Ms. Maheux is a member of both the American Institute of Certified Public Accountants and the Vermont Society of Certified Public Accountants. She has also served in a volunteer capacity as the team administrator for the Rice High School girls ice hockey team, Treasurer and Board member for the Vermont Children’s Theatre on Ice, volunteer for the Champlain Valley Skating Club and the Humane Society of Chittenden County.
Donna M. Renaud
Donna M. Renaud, an accountant and consultant, enjoys working with clients to improve their effectiveness and efficiency. She is a Certified QuickBooks ProAdvisor, and has been consulting with and providing support for QuickBooks since 1996.
Donna holds a BS degree in Business Management (magna cum laude), and completed Vermont Examiner training of the Malcolm Baldrige Criteria through the Vermont Council for Quality.
Donna also prepares tax returns and assists organizations with their applications for tax exempt status.
Brenda L. LaBergeOffice Administrator
Brenda L. LaBerge, originally from Barre, Vermont, joined National Life Insurance Company in April of 2001 as an Issue Requirement Clerk. Shortly thereafter she was promoted to Policy Support Clerk. In these capacities, she worked with multiple deadlines, various computer programs, proofreading life insurance policies, and creating amendments to insurance applications.
In September of 2004, Brenda was promoted to New Business Representative at National Life. After receiving her training, she was given her own agencies in order to oversee incoming new business life insurance policies. Through diplomatic communication with the outside sales force and adherence to internal procedures Brenda was able to underwrite and issue numerous life insurance policies.
She accepted the position of Office Assistant with Wallace W. Tapia P.C. in June of 2005, bringing with her over seven years of experience in administrative and client services. Brenda has successfully completed the Accountants Education Group Individual Taxation course and received her certification in bookkeeping through the National Bookkeepers Association.