Jonathan Convery, CPA

Jonathan is a graduate of the University of North Florida where he maintained his Masters Degree in Finance in 2008. After college he went on to obtain his CPA license in New Jersey and in Florida in 2013. After working as a CFO for a multi-million dollar construction company and as a Junior Accounting Professional at a local CPA firm for a number of years he started his own CPA Firm in 2016. After a few years and a few acquisitions the company has evolved into a team of 12 Individuals with an outlook on continually improving the staff and the client experience.

Sara Bailey, CPA Tax Manager

Sara Bailey is the company’s Tax Manager and has been with the company since 2018. She started off as a Junior Accountant and worked her way to obtaining her CPA license and becoming the Tax Manager for the firm.

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.

Sterling Young, CPA

Sterling started with us in 2021 and has been a valuable asset in our Tax Division. He reviews many of the returns prepared by the data entry team and can work on any Tax Situation brought forth. Along with doing mostly Tax Returns he does assist some Small Business Owners in our Accounting Division as well.

Tanya Andersen, Senior Accountant/Payroll Manager

Tanya has over 15 years in the accounting industry and has worked with dozens of Small Business Owners in ensuring their books are accurate and filings are current. She also oversees all of our QTRLY Payroll filings for the many S-Corp owners that we run payroll for.

Kay Spears

Kay Spears started with the firm in 2021 and is currently in the process of obtaining her EA License. She specializes in Individual Taxes while also working with Small Business Owners with accounting and payroll.

Missy Bossardet, EA

Missy started with the firm in 2022 and specializes in Individual Taxes while also assisting Small Business Owners with accounting and payroll.

Janet Stevens, Receptionist

Janet took over the reins of our front desk in 2023 when our previous Receptionist retired to be with her family. Janet is the one that handles our scheduling and administrative tasks and has become a valuable asset to the team.