Our Mission

 

• To serve as a partner with our clients by building long-term relationships with them.
  
  
• To contribute to our clients growth and success by providing advice and counsel on relevant business and tax issues.
  
  
• To create an environment that will enable each of our clients to view us as a trusted business advisor.
  
  
• To provide the developmental growth and accountability to our team members by offering opportunities to enhance knowledge, develop skills, and enrich the organization.

Lori G. Maddox

Lori G. Maddox graduated from the University of Central Florida in 1991, Magna Cum Laude. She is a licensed Certified Public Accountant in the State of Florida. She has over 28 years of experience in income tax preparation and has specialized in agriculture, ministerial, retail, construction, payroll, employment, individual and small business taxation. She has extensive experience in financial statement preparation, analysis, and business consulting.

Lori recently became a Certified Financial Planner. This expertise adds value to services offered.

Education:

B.S.  Accounting / USF 1991

• Certified Public Accountant in the State of Florida

Certifications & Expertise 
• Certified Financial Planner®

Bridget Folsom

Bridget Folsom has been a Staff Accountant with our firm since 2013. During this time, she has gained a diverse knowledge in accounting and is dedicated to providing clients with personalized and professional service. Bridget has Bachelor's degree in accounting and is proficient in the preparation of sales, personal, corporate, partnership and payroll tax returns, and also in the preparation of business financial statements. 
Education
B.S.  Accounting / Saint Leo University 2017

 

Susan Berry

Susan Berry has been the Administrative Assistant at the firm since January 2018. She takes pride in providing excellent and confidential communication services in meeting our client’s scheduling needs. She has competency in MS Office, data base tools and client portal sites. She possesses knowledge of bookkeeping and basic accounting procedures and demonstrates accuracy and attention to the many details in our firm to benefit our clients.