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Jeff holds more than 30 years of diversified experience in all areas of tax, accounting, business consulting and litigation. Jeff brings a great deal of knowledge to the firm from his tenure at a National CPA firm, a Regional firm and managing partner at a local firm.
A graduate of Florida Atlantic University, Jeff received his certification in 1979 and is a member of the American Institute of Certified Public Accounts (AICPA) as well as the Florida Institute of Certified Public Accounts (FICPA). Born and raised in St. Petersburg, Jeff’s passion for this city is immense. From the arts to business and politics, he plays an active role in the community.
To contact Jeff, use his SavvyCard online business card.
Todd focuses on litigation, forensic accounting and valuation services. His expertise in these areas began in 1983 when he joined a national CPA firm where he provided tax and accounting services for legal, professional group practices and other small businesses. In 1990, Todd joined a local CPA firm and focused on valuation and litigation services.
Todd was raised in St. Petersburg and graduated from Auburn University. Accredited in Business Valuations and Certified in Financial Forensics by the American Institute of Certified Public Accountants, (AICPA), Todd continues his focus in the areas of litigation, forensic accounting, and valuation services. Todd is a member of the AICPA Forensic and Valuation Section and the Institute of Business Appraisers and is active within the community.
To contact Todd, use his SavvyCard online business card.
Sue brings a wealth of knowledge to MBA with her expertise in QuickBooks, Peachtree and various other accounting/tax software. Sue has over 25 years experience in the areas of tax, accounting, auditing and business management. She began her career with a National CPA firm before becoming a founding shareholder of another local firm. Sue’s primary area of focus includes audits, reviews and corporate taxation for a wide range of entities.
Sue is originally from upstate New York and earned her accounting degree from Bucknell University. Sue is a member of the American Institute of Certified Public Accounts (AICPA) as well as the Florida Institute of Certified Public Accounts (FICPA). She is an active member in the community and serves on the Board of Directors for The Canterbury School of Florida as well as Florida Resurrection House.
To contact Susan, use her SavvyCard online business card.
Margaret is our Audit Manager, with over 20 years of experience working for both large and small CPA firms. She has worked with a broad range of entities, including manufacturing and construction companies, employee benefit plans, nonprofit organizations and governmental entities, and also serves as the firm’s Quality Control Manager for peer review.
Margaret holds a Masters of Accountancy from the University of South Florida, and is a licensed Florida CPA. She is a former board member of the University of South Florida Accounting Circle, a Dale Carnegie Institute graduate, and a member of organizations including the Accounting and Financial Women’s Alliance.
To contact Margaret, use her SavvyCard online business card.