About Us | Trout James & Assoc.

About

The Team

Mission Statement

We realize we are rewarded only to the extent to which we add value to those we are privileged to serve.

Therefore our mission is to help our clients and ourselves achieve more than we ever thought possible and have fun doing it.

Founders

Scott R. Trout, CPA

610-489-3200

Rita R. James, CPA

Rita is the co-founder and shareholder of the firm.

She officially retired in 2016

Scott is the founder and shareholder of the firm.

He has over 35 years experience in public accounting specializing in small businesses, business consulting, preparation of financial statements and tax return preparation for businesses and individuals.

Scott earned his Bachelor of Science degree in Accounting from West Chester University.

Prior to being in his own public practice he was in private and public accounting specializing in real estate and financial investments. He is a member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants.

Scott resides in Harleysville, PA with his wife Debbie and has three adult children, Michael, Alyson and Daniel.

She had over 20 years experience in public accounting specializing in small businesses formation, not-for- profit formation, tax return preparation for businesses, not-for- profits and individuals.

Rita is a Quickbooks Professional Advisor and provides training in Quickbooks.

Rita earned her Bachelor of Science degree in Accounting from Ursinus College. She is a member of the Pennsylvania Institute of Certified Public Accountants.

Rita is enjoying her retirement in

Skippack, PA with her husband Bill and enjoys spending time with her children and nine grandchildren

Associates

Michael Trout Administrator

610-489-3200

Stacia Marchese Associate

610-489-3200

Mike has been with the firm since 2017. He performs various administrative duties and compliance services for clients including client write-up, bookkeeping, payroll support, payroll taxes and sales tax. He also prepares income tax returns.

In addition, Michael handles all scheduling and appointments, as well as company wide marketing. He built, designed, and maintains the company website and social media channels and writes the company blog and newsletter.

Michael attended La Salle University in Philadelphia for undergraduate studies. There he majored in Business Administration and Communication/Marketing .

During and after university he worked for AT&T Mobility for 8 years. He worked in various positions from Sales Associate, Store Manager, District manager and Business Account Specialist. He currently lives in Phoenixville, Pa.

Stacia has been with the firm since 2010. She performs various compliance services for clients including client write-up, bookkeeping, payroll support, payroll taxes and sales

tax. She also prepares personal tax returns.

Stacia has a Liberal Arts - Social Science Associate degree. She lives in Royersford with her husband Bill and their two children Jack and Lily.

Annette Volpe

Associate

610-489-3200

Daniel Trout

Associate

610-489-3200

Annette has been with Trout, James & Associates since 2019. She has over 20 years of accounting experience including tax return preparation for business and individuals, and compliance services for clients.

Annette has a Bachelor of Business Administration degree in Accounting from The Pennsylvania State University, She lives in North Coventry, Pennsylvania with her husband, Tony. She has two adult children Allison and Michael.

Daniel has been an associate of the firm since 2016. He graduated from Souderton Area High School in 2016. He performs various compliance services including individual and corporate tax preparation in addition to Quickbooks write ups. He assists with business formations and small business consulting.

Daniel graduated from Saint Joseph's University in 2020 with a Bachelors of Business Administration, degree in Accounting. Daniel is one of the hosts of The Small Business Experience Podcast.

This podcast was developed in conjunction with TJA to create and foster a community of small business support. Please consider subscribing and joining the community of small businesses already involved.

Ashley Giunta, CPA Associate

Connor Lennon

Associate

Ashley has been at Trout, James & Associates since 2014 and has 10 years of experience in public accounting.

She started her career at PricewaterhouseCoopers with an internship doing personal

income tax returns.

Ashley earned her Bachelor of Science degree in Accounting at St. Joseph’s University and then went to work full time at PricewaterhouseCoopers in Philadelphia.

Throughout her time at PwC she worked with large corporations doing specialty tax projects which included transaction costs analyses, research and development tax credit studies and fixed asset / depreciation analyses. Ashley also spent a large portion of her time at PwC working on income tax provisions which included auditing financial statements and helping her client prepare their income tax provision.

Ashley lives in Lafayette Hill, PA with her husband Michael and two daughters, Alessandra and Francesca,and two sons Mikey & Luca.

Connor has been an associate of the firm since 2021. He performs tax return preparation in addition to small business advisory services and is a host on The Small Business Experience podcast.

Connor earned his Bachelor of Science in Business Administration degree from the University of South Carolina in 2020, majoring in Finance and International Business with a minor specialization in Spanish.

Ian Beardsley

Associate

610-489-3200

Andrew DeRosa

Associate

610-489-3200

Ian joined the Firm in 2021. He graduated from the University of South Carolina in 2020 with Bachelor of Business Administration degree in Finance and a degree Operations and Supply Chain Management additionally he completed a minor in Business Analytics.

He assists in tax preparation and is a member of our business advisory team. Ian joins Dan and Connor as the hosts of The Small Business Experience Podcast.

Andrew has been an associate of the firm since 2019. He graduated from St. John Vianney High School in 2015.

Andy performs compliance services for individuals and corporate clients, along with specialized small business advisory services.

In addition, Andy graduated from Saint Joseph’s University in 2020 with a Bachelor of Business Administration, degree in Accounting and Business Intelligence.

Not Sure Who to Contact?

E-Mail Us At INFO@troutjames.com

610-489-3200

Trout, James & Associates Company Snapshot...

Countries Served

States Served

Professional Designations

Years of Experience

California
Nevada
Oregon
Pennsylvania
New Jersey
Delaware
Florida
Arizona
Michigan
New York
North Carolina
South Carolina
Maryland
Massachusetts
New Hampshire
Vermont
Ohio
Washington
Virginia
Georgia
Alabama
Wisconsin
Colorado
Indiana
Illinois
Tennessee
Maine
Utah
Connecticut

3 CPAs
- Scott
- Rita
- Ashley

Scott --------------------------- 40
Rita ----------------------------- 20
Annette-------------------------25
Ashley---------------------------14
Stacia ---------------------------10
Daniel --------------------------- 4
Michael --------------------------2

United States

Italy

Belgium

Oman

Norway

United Kingdom

India

Vatican City

115 Years Total!

Founded in 1993

Over 25 years in Business

Rapidly Growing

We have been aggressively expanding our business and our capabilities for the last three years. We have invested in all new equipment, technology and programs in order to meet the demands of accounting in the digital age.