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
Do online reviews help or hurt a business? Depending on the type of review, of course, it could go either way.
It's hard not to be apprehensive about fall this year with many schools reverting to online learning at home for students. But if it helps, you're not alone. Recent statistics show that 51 percent of working parents said they'll be distracted to a "moderate" or "great" degree on days when their kids learn from home, and 42 percent are worried to the same extent about their job security due to the situation.
As summer comes to an end, many people go into business-clean-up mode—gearing up for year end. One item to add to your list is enhancing your Google My Business profile. The internet is where most consumers find a business, so make sure your information is engaging, accurate and current to elevate your visibility online.