Mark A. Wasser
CPA, Co-managing Partner
Mark is a graduate of The State University of New York College at Oswego. He is a member of the American Institute of Certified Public Accountants and the New York Society of Certified Public Accountants. Mark’s practice includes contractors, medical and dental practices, retailers, manufacturers. He specializes in accounting, tax and consulting services for closely held businesses. Mark actively volunteers his time as a Board Member and advisor to various, local not-for-profit organizations including: The Greater Binghamton Chamber of Commerce, Visions Federal Credit Union and Endicott Sertoma. Mark is also a past Treasurer of the Broome Community College Foundation and past Chairman of the Binghamton University Foundation Community Campaign. Mark is a 2004 graduate of the Broome Leadership Institute. As co-managing partner, Mark’s responsibilities include the oversight of day to day operations, strategic planning, marketing, facilities and client relations. In his spare time Mark enjoys golfing, cooking, and working out.
Jesse J. Wheeler
CPA, CFE, Co-managing Partner
Jesse is a graduate of Binghamton University with a BS in Accounting. He specializes in auditing and accounting for non-public businesses and non-profit organizations as well as forensic accounting. Jesse's accounting and tax practice includes non-profit organizations, health care providers, manufacturing, and employee benefit plans. He is a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants (NYSSCPA), the Pennsylvania Institute of Public Accountants, and the Association of Certified Fraud Examiners. Jesse performs practice monitoring (peer review) services for other accounting firms throughout New York State and is a member of the Peer Review Committee of the NYSSCPA. He volunteers his time in various capacities for local non-profit organizations including Gorgeous Washington Street Association and LUMA Arts Initiative. Jesse is a graduate of the 2008 Broome Leadership Institute.
Tera joined Davidson Fox in 2006 and is a graduate of SUNY Oneonta. She is a member of both the New York State Society of CPAs (NYSSCPA's) and the American Institute of Certified Public Accountants. Tera is a past President of the NYSSCPA's Southern Tier Chapter. Her practice focuses on taxation and tax planning for individuals and businesses. She also has significant experience in auditing and accounting for non-public and non-profit organizations. She volunteers her time as a board member for Mothers and Babies Perinatal Network and The Goodwill Theatre. Tera is a graduate of the 2013 Broome Leadership Institute.
James C. Daniels
CPA, Of Counsel
Jim earned his Bachelor of Science in Accounting from Binghamton University in 1976. His audit, accounting and tax practice includes manufacturing, wholesalers, retailers, health care providers, professional service corporations, engineering and agriculture. Jim specializes in tax planning and consulting services of closely held businesses. He also performs practice monitoring (peer review) services for other accounting firms throughout New York State. He is a member of the American Institute of Certified Public Accountants and New York State Society of Certified Public Accountants. Jim is licensed in both NY State and Pennsylvania. He serves on boards, committees of Chenango County Habitat for Humanity, Binghamton Rotary Club, The Chenango River Theatre, Stillwater RTF, Community Foundation of South Central New York and Hillside Family of Agencies. Jim is a graduate of the 1996 Broome Leadership Institute and a past chair of the Binghamton University Foundation Community Campaign. Jim has been a partner with Davidson Fox & Company, LLP since 1985, and served as the firm’s Manager Partner from 2000 through 2015.
Catherine A. Maliwacki
CPA, Of Counsel
Cathy is a graduate of Binghamton University and holds both a BS and MS in Accounting. She is a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants and a member of the AICPA Information Technology Section. Cathy is licensed to practice in New York. Her accounting and tax practice clients include medical and dental practices, retailers, wholesalers, non-profits and closely held businesses. Her areas of expertise include auditing/accounting for closely held businesses and non-profits, issues related to employee stock ownership plans, tax planning and consulting, and assistance with systems analysis and implementation of accounting software. Cathy is active in the Greater Binghamton Chamber of Commerce currently serving on their Recognition and Awards Committee and is a past Board member. Cathy actively volunteers her time with many local not-for-profit organizations including: Lourdes Hospital, Broome County Habitat for Humanity, Catholic Charities of Broome County and Binghamton Sertoma's. She is also a member of the Binghamton University Forum.
CPA, Of Counsel
Dave earned a BS degree in Business Economics and Accounting from The State University of New York at Oneonta in 1980. He has been practicing public accounting for thirty-five years providing accounting and tax services to various types of businesses, non-profit organizations, estate, trusts, and individuals. He is a member of the American Institute of Certified Public Accountants and the New York State Society of CPA’s. Throughout his career Dave has served as Treasurer and as a board member for several non-profit organizations. Currently he is an adjunct professor teaching Auditing and Intermediate Accounting at Binghamton University.
Bob is a graduate of the University of Scranton. Bob joined Davidson Fox in 2006 after experience in both private and public accounting sectors. He has over 30 years of experience in tax and accounting. Bob’s main concentration is in tax and specializes in medical and dental practices, contractors, manufacturers, business valuations, retailers, wholesalers and tax planning or both individual and entities. He is a member of the New York State Society of Certified Public Accountants.
Jamie Atkinson earned her Bachelor’s in Accounting from Keystone College in 2005 and passed the CPA exam in 2012. She participated in the Broome Leadership Institute Program, which she completed in March of 2014. Jamie is a Board Member and Treasurer for a local nonprofit in Binghamton, as well as, the current Treasurer for the NYSSCPA - Southern Tier Chapter. Jamie has been with the firm for 14 years. In her free time, Jamie enjoys playing softball in many different leagues around the region, as well as dabbling in golf. She is a native of Hallstead, PA, where she resides with her beloved dog, Jackson.
Jody graduated from Binghamton University with a B.S. in Accounting and is a licensed CPA. She started working for Davidson, Fox & Company, LLP in March of 2000. She is a manager/director with the firm. Jody specializes in providing financial, tax, payroll and sales tax services for our small business clients. Besides small corporations, her main focus is on Foundations and non-profit tax returns. She is a member and currently sits on the board of the NYSSCPA Southern Tier Chapter. She is also the President of the Johnson City Business and Professional Women and the Treasurer of the Baden Powell Council of Scouts where she volunteers her time to them and the community. She enjoys spending time with her husband and grandson, camping and going on short trips with her family and friends.
Kelly is a graduate of SUNY Oneonta with a bachelor’s degree in Communication, Marketing and Advertising. She has been with Davidson Fox since 2015 and works as the Marketing Coordinator. Her job includes handling sponsorships, events, marketing and advertising, and team activities for the firm. She furthers her role within the community by being Secretary on the board for the Rotary Club of Binghamton and is an active member in Toastmasters. She enjoys volunteering for various organizations around the community. Kelly is a Kirkwood native where she lives with her husband and kids.