Winston has over 25 years of experience in providing auditing, accounting, tax, consulting, and general business advice to clients in a number of industries. In his capacity as Managing Partner, Winston oversees all the administrative responsibilities of the Firm. In his capacity as Tax Director, Winston performs business and individual tax consulting in a variety of industries including business mergers and acquisitions, IRS examinations and appeals, business succession, planned giving, retirement planning, compensation planning, estate tax planning, structuring family limited partnerships and limited liability companies. Winston is the co-author of “Tools for CPAs” and a frequent speaker for continuing education courses. Winston has been certified by the Florida Department of Revenue as an expert in sales and use tax (CFST). Additionally, he has received the AICPA Certificate of Educational Achievement (CEA) in business valuations.
 

John has over 35 years of experience in providing personalized accounting, auditing and consulting services to a significant number of clients in various industries. His clients have ranged from some of the largest and most well-established organizations to newly formed “start-up” entities. The breadth of John’s experience is extensive. He has served trade associations, guaranty funds, insurance trust funds, healthcare organizations, charitable organizations, state government, finance agencies, JUAs, and residual market entities. In addition, he has provided a wide range of services including audits, special reviews, systems consulting, compliance reviews, corporate financings, internal control reviews, strategic planning and a host of other services that have expanded his ability to bring value added benefits to an engagement. John also leads our litigation support practice.

Bill has over 25 years of experience serving a variety of clients with a significant concentration on insurance companies and other insurance-related enterprises and not-for-profit entities. He serves as the Firm’s Director of Audit and has been instrumental in developing our Insurance Services Group. His role in the Insurance Services Group is to coordinate services provided and ensure engagement objectives are accomplished within established timeframes. He has specific experience with insurance clients that include assistance in designing and implementing accounting systems, preparing multi-year business plans, resolving financial regulatory issues, acquisitions, internal control reviews, structuring reinsurance programs and reinsurance accounting. He also plays a significant role in the not-for-profit arena where he has provided similar services.

Andy has over 17 years of experience in providing tax, accounting, general business, and employee benefit plan consulting to a variety of clients. These engagements have included clients in the insurance, not-for-profit, construction, manufacturing, and professional services industry. The majority of his time is spent consulting in the insurance industry on tax and insurance industry matters.

Andy assists nonprofit clients with tax planning strategies including unrelated business income issues, royalty contracts, lobbying, PAC’s, affiliated group planning, executive compensation, and retirement planning.

Andy is a frequent speaker for various groups related to Federal Tax updates, use of for-profit subsidiaries, unrelated business income, lobbying expenses, executive compensation and insurance tax matters.

Debie has over 20 years of experience in providing tax, accounting, and business advisory services to a variety of individuals, small businesses, estates, trusts, not-for-profit associations, political organizations, and charitable foundations. Selected responsibilities include planning, review of tax returns, research on tax engagements and special projects. She has been involved in the preparation of applications for exempt status, representation before the IRS, income tax planning strategies, personal financial planning, estate planning, charitable planned giving, and retirement planning.

Jeff has over 14 years of experience working with a variety of clients. Specific industries include not-for-profit organizations, real estate management, condominium and timeshare associations, small business, and state and local government.

Jeff has dedicated the last ten years of his career towards specializing in government and not-for-profit consulting and auditing. He has developed an excellent understanding of internal control, compliance and regulatory issues, accounting and reporting issues, compliance auditing, functional reporting and cost allocations specific to these industries. He has also developed skills specifically directed at strategic planning and benchmarking for not-for-profit organizations.
 

Canita has over 12 years of experience in providing consulting, tax and accounting services. She serves a wide variety of business and individual clients with respect to federal as well as state and multi-state taxation. In addition, she has been involved in mergers and acquisitions, litigation support services, IRS examinations, and representation and examinations related to various state tax issues. She holds the Certified Florida Sales and Use Tax (CFST) designation and has provided sales tax consulting services related to compliance and reporting solutions for many different industries.