Our Firm

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

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

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, professional practices and

Sharon is the firm’s managing shareholder. A graduate of Stetson University, she is a member of the AICPA and FICPA. Sharon is actively involved with CPAmerica, one of the largest associations of independently owned and managed CPA and consulting firms,

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. A graduate of the University of Florida,

Jeffrey M. Tuscan, CPA, is the Firm’s audit shareholder with over 41 years of experience in auditing, tax and business consulting.  A University of Florida graduate, Jeff’s experience spans various industries including local government, non-profits, retirement plans, construction, contractors, retail,

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

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.