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
If you’re starting a second business, then you know everything that’s involved with a business launch. However, there are a few business basics that every entrepreneur should revisit before diving into another enterprise. Consider these business basics and then put them into a well-thought-out business plan:
The 2019 small and midsized business (SMB) Cyberthreat Study from Keeper Security reported that nearly two out of three SMB owners do not feel threatened by or are not concerned about cyber attacks. Yet, in the previous year’s study, two out of three business owners reported falling victim to some level of data breach.
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