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
With more of us likely staying close to home this summer, why not plan to either start a healthy and regular workout schedule or enhance your current routine? It’s never too late in the year to get your healthy on, so we’ve compiled a short list of tips to get you moving.
Summer is typically the time people start planning vacations—Disney World…cruises…the beach. This year, however, travel may not be in the cards. But that doesn’t mean you have to sacrifice down time and fun with the family. Make this the year you plan a fantastic staycation! Here are some tips to make sure you can kick back, relax and have a memorable time with a vacation at home.
The fact is that many of us are now working from home…and we’re not sure just how long this will be a necessity. With this in mind, we compiled a list of best practices to support a successful and secure work-from-home operation.