Jonathan Convery, CPA
Jonathan is a Certified Public Accountant and a graduate of the University of North Florida where he achieved his MBA in Finance in 2008. Jonathan is married to Megan Convery who he met while growing up in Palm Coast in the 90s and they currently have one child together (Maxine “Max” Convery).
Linda Nelson, CPA
Linda has been a practicing CPA since 2005. She eventually became a partner in Sandy & Nelson and then created Nelson & Associates as a sole owner. She is currently partly retired from doing tax returns so she can spend more time with her husband to travel.
Skip Newton, CPA
Skip started doing taxes in 1974 in Daytona Beach with the CPA Firm May Zima & Company and from there he eventually practiced in Ocala Florida for 24 years as a Shareholder in the firm Collier, Hagin, Newton, Phillips, and Hornby. Away from work Skip is an avid golfer and enjoys hanging out with his family which includes 2 grandsons.
Ted Geppner, CPA
Ted has over thirty-five years of diversified experience in public accounting, financial executive management, and tax compliance and planning. He has both domestic and international business experience with small and medium-sized companies. Ted is a graduate of Northeastern University in Boston, Massachusetts and attended the Graduate School of Business at Northeastern University and the Graduate School Business at Chapman College in Orange, California. Ted is a member of The Flagler Chamber of Commerce, Rotary Club of Flagler County, and The Estate Planning Council of the Fun Coast.
Sara Bailey, Senior Tax Manager
Sara Bailey is the company's Senior Tax Manager and is actively pursuing her CPA license now. In her free time, she enjoys working out and hanging out with her family.
Agnes Olsen, Senior Accounting Manager
Agnes is the company's Senior Accounting Manager with numerous years as a sole owner of her own accounting firm. Recently her company was acquired by Convery Tax & Accounting to run the company's accounting division.
Tanya Andersen, Senior Accountant
Tanya has over 10 years in the industry. She currently is in charge of over 20 clients' books while also managing the entire payroll division. She is a dog lover and enjoys hanging with them and her husband Butch when not working.
Joane Demarco, Gatekeeper
Joane is the gatekeeper for the company. She handles the phone calls, scheduling, and the clients' final steps in the tax return process (E-file and Payments). Away from work she is an avid golfer and regularly donates her time to various golf tournaments.
I send my tax documents to Jon every year without a hitch. He is extremely knowledgeable and very professional about what information is needed. If you need help do not hesitate to contact them with questions, their friendly staff is top notch. I love that the firm is a family business and local. Person to Person is extremely important in todays world and Jon just gets it! I highly recommend using them for taxes or any accounting needs.
It’s refreshing to be able to trust a company such as Convery Tax and Accounting! John has been doing my business and personal taxes for the past 5 years and I wouldn’t have it any other way! Not only does he do mine, he handles my whole family and their businesses as well. Trusted, honest, and prompt....hard to find these days! Highly recommend.
Jonathan and his team can help you through all of your tax needs. His team is very professional and knowledgeable about the tax code.
This company is fabulous! Convery tax has completed our taxes the past five years. They are always professional and timely. The staff is easy to work with and offer genuine personalized advice. Highly recommend this friendly crew.
I can confidently recommend Jonathan Convery for ALL your accounting needs. I have previously referred him business clients who have reported back how happy they are with the overall entire experience. Recently I needed help with my taxes and dealing with the IRS and Jon was happy to help! This town is lucky to have a longtime resident providing trustworthy & affordable CPA services 😁
I’m a small business owner with limited knowledge of bookkeeping and accounting. I met with Sara for a consult and was so pleased with her. She is very patient and knowledgeable. With her guidance, I have been able to make informed decisions providing my company with financial stability and a level of protection that I didn’t know was at risk. I’m thankful to have found her and will continue to trust her for all of my accounting needs.
Just moved to Florida and did not have anyone lined up to help. Luckily a coworker recommended Convery! Sara was super helpful and thorough in answering all of our questions. She put us at ease and was very friendly. I highly recommend this company.
We have used Jonathan and his team for all of our business and personal tax/accounting needs for several years. He always answers our questions quickly and thoroughly and he is always available to us when needed. From answering simple questions to working thorough complicated business matters he's always been able to work through anything we've asked. He's even provided financial and tax strategies to assist us both as a business and personally for the years to come. I couldn't be happier with the people we trust with our accounting needs!
Jonathan and his team are awesome! I recommend Convery Tax and Accounting for all your personal and business tax needs. Thank you for the great experience.
Awesome people to work with. Sara is amazing! She is very professional and knowledgeable.
This was my first tax experience. Sara Bailey did great work. Explained it perfectly and completed it quickly. Thanks Convery Tax!
Best experience and service in Palm Coast. So grateful I found them. Highly recommended!
Working towards giving us a clear, well-defined sense of direction in the wake of dealing with some huge, very perplexing IRS issues. Hoping for the best possible outcome.
Best in town!!