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Carol Westfall, CPA

Co-Managing Partner


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United States


As Co-Managing Partner, Carol has a multi-faceted role at Schultheis & Panettieri, LLP. She plays a key role in the administration of the firm, while maintaining her position as partner-in-charge on various audit clients. Carol is actively involved in improving the technology used by the firm to ensure audits, reviews and compilations are performed in the most cost effective manner. Since 1986, Carol has worked extensively with labor organizations, multiemployer employee benefit plans and non-profit organizations. She has experience with audits, reviews, compilations, expense allocation studies, internal control documentation and preparation of governmental filings. Carol is proud of the client services that S&P provides. “A strong work ethic was instilled in me from an early age. What drives me is to ensure that our clients are always impressed with our responsiveness to their needs.” Carol strives to maintain an open dialog to ensure responsiveness and understanding. To ensure client’s individual situations are carefully addressed, she believes that general recommendations should be implemented with flexibility. A graduate of Hofstra University, Carol joined Schultheis & Panettieri in 1986. She is a member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants, and the International Foundation of Employee Benefit Plans. Carol is a former chairperson of the New York State Society of Certified Public Accountants Suffolk Chapter Employee Benefits Committee. She has lectured on employee benefits issues for the Suffolk Chapter and has written an article for the International Foundation of Employee Benefit Plans. Specialties: Multiemployer Taft-Hartley Employee Benefit Plans Labor Organizations

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