Keith is shareholder of the firm responsible for the firm’s technology services as well as its Client Accounting and Advisory Services (CAAS). He holds certifications with Microsoft, QuickBooks, and Sage accounting products. He is a member of the AICPA and FICPA.
Steve is a firm general services shareholder and works with all types of clients on tax and financial reporting issues. A Florida native, Steve graduated from the University of South Florida. He resides in Fort Myers with his wife PJ and daughter Riley.
Laura is a manager at the firm and her primary areas of practice are tax services for individuals and estate and trust administration. She is a member of the AICPA, FICPA, and Estate Planning Council of Lee County.
Patti is a firm shareholder that provides consulting and tax services to a wide range of clients. Her experience ranges from individual tax returns to large consolidated corporate tax returns. Patti’s business industry experience includes real estate,
Erica is a tax services shareholder responsible for the firm’s tax department. With over 20 years in public practice and several years with a national accounting firm, she provides tax and consulting services to a broad spectrum of clientele working . . .
Catherine is a firm shareholder responsible for the firm’s financial reporting services area. With over 15 years of experience she excels at helping her clients understand and meet complex compliance requirements.
Sharon is the firm’s managing shareholder. A graduate of Stetson University, she is a member of the AICPA and FICPA…
Linda is a firm shareholder who concentrates in taxation and specializes in all aspects of estate and trust taxation and planning matters. She also serves as a member of the HSC management committee.
Tara is an Audit Manager in the firm’s financial reporting services area. She has extensive experience providing accounting and auditing services to various industries. Tara is a graduate from the University of New Hampshire and relocated to Fort Myers from Maine . . .
Bill’s primary areas of practice are accounting and tax, including retirement planning. Bill is a graduate of the University of Florida.
Bill’s primary areas of practice are accounting, tax and financial consulting for physicians and medical practices. Bill is a graduate of the University of Florida.
Frank’s primary area of practice are accounting, tax and financial planning for professional practices, agriculture and construction. Frank is a graduate of the University of Florida.