About Lavallee and Company
Lavallee and Company is a family owned and operated CPA firm in Essex Junction VT. We provide tax, accounting and financial consulting services to individuals and businesses. We provide professional and high-quality services for a middle of the road price. We enjoy providing more than just a service but building trust and long-lasting relationships with each one of our clients. We will always have the clients best interest first. As a family business, we strive to get to know every client and their families so that we may provide the best service possible to them. A high quality product with attention to personal service is what we have established and has led to our growth and success.
Meet Our Staff:
David is a Certified Public Accountant and the President and founder of Lavallee and Company, Inc. David graduated from Champlain College in 1984 with a degree in accounting, and became a fully licensed CPA in 1987. After spending several years in public accounting, David spent 11 years as the Controller of The Northfield Savings Bank and as the Chief Financial Officer of The First Brandon National Bank. In 1999, David left the banking world and returned to his true love which is to work with and advise small business owners and individuals. When David is not working he enjoys watching ice hockey, playing floor hockey, and playing golf.
Dylan is a Certified Public Accountant and Vice President of Lavallee and Company, Inc. Dylan graduated from Saint Michaels College in 2013 with a Bachelors of Science degree majoring in accounting. Dylan went on to receive his Masters Degree in Accounting in 2016 and became a fully licensed CPA the same year. Dylan joined Lavallee and Company, Inc. as an intern while attending Saint Michaels College and came on fulltime upon graduating. When Dylan is not working, he enjoys playing golf, traveling and cooking
Terri joined the firm in 2006 and performs various internal duties for our company including human resources, office management, accounts payable, accounts receivable. Terri also does payroll and bookkeeping for several of our clients. Terri graduated from Champlain College in 1984 with a degree in accounting and spent over 10 years working for National Life of Vermont and National Pension Services as a pension plan and 401K administrator. When Terri is not working she enjoys listening to country music, spending time with family, traveling and playing pickleball.
Lori joined Lavallee and Company, Inc. in 2017. Lori graduated with an accounting degree from Champlain College in 1986. She is the friendly face you see when entering Lavallee and Company, Inc. where she assists clients with gathering their information and finalizing the delivery of their tax returns. Lori also performs bookkeeping services for many of our clients. When Lori is not working, she enjoys spending time with her family, her summer trips to Maine, baking and listening to music.
Marley joined the Lavallee family in 2009 and has spent the last 12 years greeting our clients and wagging his tail. Marley spends most of his time on David’s desk looking out the window for more clients to greet. When Marley is not at work he mostly enjoys eating and playing with his toys.