Our Team



I started my new tax and accounting practice after hearing complaints from friends and colleagues  who wanted more personal services from their accounting and tax providers.  Many felt that they were just “another number”, and that they were rushed through the tax return process, and were not offered explanations of what was on a tax return or presented with options.    I have 25 years individual and business tax and accounting experience as well as IRS representation and small business consultation, computer setup, troubleshooting and training.  I pride myself in taking time with every client, and making sure they receive the very best service and personal attention I can provide.

I earned a Bachelor of Science in Accounting from Virginia Commonwealth University, and earned the coveted ‘Enrolled Agent’ designation, which means I passed a rigorous test given by the IRS on tax law and regulation. I am licensed by the IRS to represent taxpayers in all tax matters along with CPAs and attorneys.

I have professional associations with colleagues in the law, finance, insurance and computer fields who will be available to you as a resource.

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I received a Bachelor of Science in Business Administration from the University of Central Florida and earned my designation as an Enrolled Agent in November of 2016.  My background for the last 15 years is in forming, building and managing small businesses that range from landscaping to international logistics providers. As a small business owner, you have the opportunity to wear a lot of hats which has given me quite a bit of exposure when it comes to tax preparation, payroll, and bookkeeping to name a few.  With the knowledge gained from operating a diverse range of businesses, I am proud to serve as a consultant to small businesses, entrepreneurs and individuals that value personalized, proactive service, and I commit to being available to our clients as a sounding board for any situations that may arise.

Lee and I sincerely believe in the value of relationships.  We view every client relationship like a partnership and genuinely believe our success only comes with your success.

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