As Tax Manager, I aim to bring extensive experience to the tax practice of our firm by preparing individual, corporate, partnership, trust, and gift tax returns. I am also versed in fiduciary and traditional accounting services. Over the years, I have been blessed to have built many amazing relationships with our clients and love that they lean on me for a plethora of tax and accounting decisions.
I was born in Kenmore, New York, am married and have a daughter and two grandchildren. My passions include Harley Davidson motorcycles, the beach, fitness, cooking, gardening, and spoiling my grandkids!
I earned a Bachelor's Degree from the University of Central Florida with additional accounting, tax, insurance, and retirement planning courses at Stetson University and University of Central Florida. I met Tom while working at Cardinal Industries in Sanford, FL and we have worked together since 2000.
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In hiring LongwoodCPA, I was seeking guidance, not only for the filing of my tax returns, but to gain information and knowledge to assist me in making the financial and tax decisions... - Raymond P. Kloepper II, MD read more
As a result of our firm’s relationship with LongwoodCPA, I have spent way, way less time worrying about and sifting through my firm’s books... - Ted Rich, Principal read more
The staff at LongwoodCPA focuses on their areas of expertise and is always willing to refer us to another, often non-accounting related, resource to achieve our goals... - Patrick Buchanan, CFP, ChFC, CLU, President read more
Let’s face it. Kids aren’t cheap, so you have to save money where you can. Back-to-school shopping is a good place to start because costs can add up quickly—especially if you have more than one child. Consider these tips for sending your kids back to school without breaking the bank.
According to the commission's online claims process, those whose personal information was exposed can opt for 10 years of free credit monitoring, which breaks down as follows: Four years via the three major credit bureaus (Equifax, Experian and TransUnion) and six years specifically through Equifax.
With all the tax law changes this year, be sure that you are getting your just deductions in the coming tax season. That is, qualifying deductions that fall under the Child and Dependent Care Credit. According to tax giant and trusted resource Intuit, here’s the skinny…