Individual & Business Tax Preparation and Planning
About Me
- FLORIDA Certified Public Accountant since1980
- Passed CPA exam November 1979… 3rd in state of Florida (Top 102 Nationwide)
- Bachelor of Business Administration (accounting) 1979
– Stetson University – summa cum laude - Member of Florida Institute of CPA’s since 1980
- Member of American Institute of CPA’s since 1981
- Worked for a local accounting firm 1979-1985
- I started my own CPA firm in 1985 after having my first child
- I have been involved in various volunteer positions at church, schools, and my homeowner’s association
MY PROFESSIONAL GOAL
My goal is to help business owners and individuals succeed in their financial goals, comply with their tax reporting requirements and maintain appropriate tax accounting records in a cost efficient manner. I encourage tax planning and like to get to know my clients in order to best serve their individual situations and philosophies.
Resources
sunbiz.org – use to pay FL annual fee by 5/1
myflorida.com – use for sales tax, reemployment tax and other FL tax questions
irs.gov – IRS website for Forms, refund status, news
ssa.gov – Social security information and research website