Read on to find out about our excellent staff.
With over 30 years of experience, our staff is sure to fill all your needs.
A graduate of Adelphi Business School, Barbara has been a member of the National Society of Tax Professionals since 1984. She has also been a member of the National Federation of Independent Businesses since 1993. Barbara actively participates in continuing education courses under the tutelage of the Internal Revenue Service.
Barbara has ten grandchildren and four great grandchildren. She enjoys spending time with her family and traveling. Her most recent adventure was to Hawaii.
Valerie, a graduate of the State University of New York at Farmingdale, is also a member of the National Society of Tax Professionals. She has also been a National Federation of Independent Businesses member since 1993. Valerie has been commissioned to be a Notary Public in and for the state of Florida.
Valerie has two sons, two daughter in laws, and one granddaughter and grandson. Her oldest son is a teacher at Belleview High School. He is married to the Vice Principal of Lake Weir High School, and they have two beautiful children. Her youngest son is an Engineer for Kimley-Horn and Associates in Ocala. He is married to a Certified Financial Planner at Raymond James and Associates. She enjoys spending time with her family and friends, is an active traveler and an avid sports fan.
Myra is our Chief of Public Relations. Any problems that you may have, Myra will be happy to solve them!!
Myra is married to Harold, and lives in Weirsdale.
Jill has also been an invaluable addition to our staff. She is our Chief of Bookkeeping. Jill has been residing in Belleview for fourteen years.
Jill is married to one of Marion County's finest firefighters, Todd. She also has two lovely children, Nathan and Emily.
Bubbles is the head of security for Barbara and Valerie’s Bookkeeping and she is also in charge of client relations.
For fun Bubbles enjoys swimming, surfing, playing basketball, chasing laser pointers, and playing with her best friend, Tobi and Timmy Tebow!!