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Our Team

Our Team

Thomas Whale, CPA

Thomas Whale is a Certified Public Accountant with over 25 years of public accounting experience. Tom founded Thomas J. Whale and Co. CPA’s in 1997 and expanded the company through organic growth and mergers. Tom has extensive experience with a variety of businesses and industries as well as individual taxes. Tom specialized in aspects of planning and consulting as it relates to taxes, estates, trusts and not-for-profits. Tom is also responsible for compliance with Peer Review. Licensed in New Jersey, Tom is a member of the New Jersey Society of CPA’s and the American Institute of CPA’s. Tom received his bachelor’s degree from Virginia Polytechnic Institute. Tom lives with his wife and two children in Little Silver.

Anthony Mallozzi, CPA , EA

Anthony Mallozzi is a Certified Public Accountant and Enrolled Agent with over 25 years of public accounting knowledge. Anthony’s experience ranges from audits review and compilations to broad experiences in business and individual taxes. In 2004, Anthony started his own firm, Baer Mallozzi Tax & Accounting Services, LLC. Anthony acquired over 1,500 clients in a variety of industries. Anthony provides financial accounting and tax services to corporation, partnerships and individuals. Anthony is a member of the American Institute of Certified Public Accountants and New Jersey society of CPA’s. Anthony received his bachelor’s degree from St. Francis College, Brooklyn NY. Anthony lives in Howell, NJ with his wife and 3 children.

John J. Padgett

John Padgett and Tom Whale became business partners in June 2011. In September 2014, they moved to Neptune, NJ, to accommodate their growing firm. John has over twenty-five years of financial experience and is currently the managing partner of Whale, Mallozzi, & Padgett PC.

John has been working as a financial advisor for over twenty years. He began his career as a broker in Red Bank, NJ, and then spent three years on Wall Street before opening a retail brokerage office in Red Bank where he supervised over twenty brokers. Since then, he has worked as an independent broker. John also has over twenty-five years’ experience in running small family businesses.

John’s responsibilities at Whale, Mallozzi, & Padgett PC include serving as the managing partner, in addition to overseeing human resources, software advances, and career placement. He will also run the group benefits division for the firm’s clients.

Outside his professional life, John is married to his beautiful wife Lori and has six great children, all living at the Jersey Shore. He enjoys attending their school and athletic events. He is a dedicated volunteer for the Boy Scouts of America and the Friendly Sons of the Shillelagh of the Jersey Shore where he serves as assistant treasurer.

Frederick J. Petschauer, CPA

Rick Petschauer has been practicing accounting since 1988 and is a member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants. He graduated from Monmouth University with a bachelor’s degree in accounting and a MBA. Rick has extensive experience in providing comprehensive accounting services; and all aspects of individual, corporate, partnership and nonprofit income tax returns. Rick resides in Belmar, NJ.

David J. Viscomi, CPA

David Viscomi is a Certified Public Accountant with over 35 years of public accounting experience. David graduated with a B.A. degree in accounting from Alvernia College. He is a member of the American Institute of Certified Public Accountants and New Jersey society of CPA’s. In addition to working with all types of tax services, David works with non-profits, corporate consolidated tax filings and payroll fiscal intermediary services. He resides in Eatontown, NJ with his wife Samantha and daughter.

Merritt Lane III

Merritt Lane lll began his career in Certified Public Accounting with a position at Arthur Anderson & Young in New York. In 1985 Mr. Lane founded his own accounting practice, where he built a reputation as one of the most reputable firms in Southern Monmouth County. Merritt has extensive knowledge in tax and accounting; he is also affiliated with several law firms and widely considered an expert in litigation support, business conflict settlement and estate and trust matters. Merritt joined our organization in 2008 and has been instrumental in establishing our estate and trust division at Whale, Mallozzi & Padgett, PC. Prior to embarking on a career in accounting, Mr. Lane was a helicopter pilot in the Vietnam War.

Jennifer Dellomo

Jennifer graduated from Muhlenberg with a degree in Accounting. She has been working with business owners and individuals preparing business, personal , trust and estate tax returns. Jennifer lives with her husband and their two children in Ocean Township, New Jersey. Jennifer is adept at working with the more complex issues including accounting and tax allocations for multiple entity and multi state clients.

Kendall Duffy

Kendall graduated from St. Joseph’s University with a Bachelors in Accounting. She has over 20 years preparing individual and business tax returns. Kendall lives with her husband and two children in Point Pleasant. She is proficient in tax law and tax research and is currently pursuing her enrolled agent designation. Kendall enjoys working with clients in order to minimize their tax liability.

Krupal Patel, Accountant

Krupal joined our organization in 2017. He recently graduated from Kean University with a bachelor’s degree in accounting. He has been working with business and individual, trust and non for profit non-governmental and non for profit governmental client since 2015. He is adept working with different state allocation and other complex issue. Krupal lives with his family in Woodbridge New Jersey.

Kathi Rowohlt

Kathi Rowohlt joined our organization in 2008 along with Merritt Lane lll. A long-time member of Merritt's team, Kathi has been instrumental in maintaining exceptional client contact and she has facilitated the preparation of their various income tax filings. Here at Whale, Mallozzi & Padgett, Ms. Rowohlt is responsible for the individual income tax preparation and coordinating the flow of client data at our office. She will also be responsible for the preparation and filing of various payroll tax returns and sales tax return. Kathi and her husband Bill live in Wall Township, NJ, with their three children.

Renee Clayton

Renee Clayton is a payroll and bookkeeping specialists who joined our organization in 2017 along with Anthony Mallozzi. She has been working with Baer Mallozzi Tax & Accounting Services LLC since¬¬¬¬ 2006. Renee has been a bookkeeper and notary for over 29 years. Renee’s expertise is in payroll processing, sales tax, insurance audits and write-ups. She also facilitates the preparation of various income tax filings for our client. Renee and her husband Jesse live in Brick Township, NJ with their 6 children.