Our Team

Paul F. Sullivan, CPA
PRESIDENT

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 has 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.

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

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.

Daniel J. Fannin,
Business Services Manager

Dan has twenty-five years of experience in client accounting services, auditing, and taxation.

Previous experience afforded him a wide range of opportunities with a concentration in the fields of health care, manufacturing, waste management, retail, not-for-profit organizations. He also has experience in individual (with an emphasis on ordained ministers), corporate, partnership, trust taxation, and auditing not-for-profit organizations and government contractors.

Mr. Fannin provides services including initial business set-up and compliance, accounting information processing financial statement reporting and analysis. Mr. Fannin is a QuickBooks Pro Advisor and assists clients with initial program set-up, maintenance and troubleshooting. He also assists clients in preparing provisional billing rate proposals and indirect cost rate proposals (incurred cost submissions). Additionally, he has performed audits for clients with government contracts.

Educational Background: Dan received a Bachelor of Science degree in Accounting from Wheeling Jesuit University in Wheeling, West Virginia. He is a member of both the National Society of Accountants and the American Institute of Certified Public Accountants, and is QuickBooks ProAdvisor Program Member.

William S. Isaacs, III, CPA
Tax Department Manager

Bill is responsible for overseeing all personal tax services provided to our clients. He has more than 15 years experience in personal income tax preparation and planning, and estate and trust tax preparation. He represents our clients before the IRS for IRS audits and IRS collection issues.

Educational Background: Bill earned a Bachelor of Science degree in Accounting from Frostburg State University in 1987 and is a member of the Maryland Association CPAs and the Maryland Society of Accountants.

Bill Glassbrook, CPA
Senior Accountant,
Director of Information Technology,
Director of Corporate Affairs

Bill works in our Business Service Department. He specializes in monthly accounting, year-end business planning, preparing financial statements, corporation tax returns. Mr. Glassbrook also is in charge of setting up new businesses with incorporations or organizations, helping businesses register in new states and jurisdictions, and closing businesses that are already registered. With his special interest in information technology, he assists our company and our clients with information technology issues. He is a Certified Member of the QuickBooks ProAdvisor Program.

Educational Background: Bill graduated from Bridgewater College in Bridgewater, Virginia with a Bachelor of Science degree in Business Administration, concentrating in Accounting. He is a member of the Maryland Society of Accountants.

Monika Benkovic, CPA
Senior Accountant

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 monthly and quarterly payroll and sales tax returns, preparation of corporate, partnership, individual, non-for-profit and fiduciary income tax returns, as well as gift tax returns. Currently she has full general ledger responsibility for approximately 50 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 the Strayer University, she held a 3-month internship position at the Financial Sector Help Desk of the World Bank in Washington DC.

Radka Windt,
Senior Staff Accountant

Radka works in the Business Services Department. Her duties include monthly and quarterly accounting, preparation of financial statements, preparation of payroll returns and sales tax returns.

Educational Background: Radka earned a Master degree in Education with a dual major in Mathematics and Physical Education in 2003 from Liberec State University in the Czech Republic. Radka has taken courses in accounting at Montgomery College and is currently preparing for the CPA exam.

Heather Thorne,
HR & Office Manager

Heather is the Human Resources and Office Manager 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 office manager to ensure a smooth, well run office. She has been an employee of Sullivan & Company since 1999.

Education: She studied English at Hollins College and George Mason University.





Franklin McClenton,
Facilities Manager

Franklin is in charge of facilities management. Originally from West Point, Mississippi, he attended M.I. High school/ JR College. He is in charge of all the maintenance and upkeep of 4709 and 4711 Montgomery Lane.








Jordana Parra,
Payroll Specialist & Administrative Assistant

Jordana is the Payroll Specialist for Sullivan & Company, CPAs. She is in charge of preparing payroll for select clients and assists in the Financial Department. She also handles administrative duties within the company, such as assisting staff, setting up clients in our secure online portal, and providing clients with assistance and/or support with any questions they may have. Jordana serves as the Social Event Coordinator for Sullivan & Company.

Educational Background: Originally moved from North Miami Beach, FL where she graduated from Dr. Michael M. Krop Senior High School in 2002. Jordana plans to earn a degree in International Business Management and Administration.

Daniel Simpson,
Accounting Associate

Claire Recht,
Staff Accountant

Claire works in the Business Services Department.  Her duties include monthly and quarterly accounting, preparation of financial statements, preparation of payroll returns and sales tax returns.

Education Background: Claire graduated from American University in 2010 with a Bachelor of Science degree in Business Administration, specializing in Accounting and Finance.  She graduated magna cum laude and is currently preparing to take the CPA exam.

Kathleen F. Grow, EA
Financial Advisor and Tax Professional

Kathy is a representative of Archer Investment Corporation, a Registered Investment Advisory (RIA) firm. With over fifteen year's experience, she is here to assist our clients with structuring their investment selections using asset allocation, and with the set up and management of all types of retirement plans. She works with individuals, businesses and trusts. Kathy is our company liaison to Archer Investment Corporation.

In addition to her financial experience, she has extensive experience in the preparation of tax returns for corporations, partnerships, individuals, trusts & estates. Kathy is an enrolled agent, EA, through the Internal Revenue Service; and has represented clients in IRS audits and in collection matters. She also prepares financial statements and business accounting.

Kathy is a member of The National Association of Enrolled Agents and The Maryland Society of Accountants.