About Us

Kevin Sr. has practiced as a CPA since 1981 serving a wide variety of clients. He sold his practice in 2013 to three key employees. Two years later he decided to launch a different kind of firm; instead of chasing every client and hiring more employees to handle those clients, he had another idea.

A concept where we would handle fewer clients and give them more personal attention.

“A boutique firm specializing in one to one client service”

Kevin Jr. was born and raised in Fort Myers and attended Bishop Verot High School where he was a two-time, all-state baseball selection. After graduating with honors and accepting a baseball Scholarship to Stetson University, he obtained his Bachelor’s and Master’s Degree from Florida State University where he also served as the Treasurer of the Pi Kappa Alpha Fraternity.

With two years experience at a local CPA Firm, in 2011, Kevin accepted a Senior Accountant position in Tampa, FL at the eighth largest corporate CPA Firm in the nation, CliftonLarsonAllen. After 2 years there he decided to focus on his passion for small business accounting and accepted a Senior Accountant position with a small local CPA in Tampa, FL, Scott F. Nelson. At the beginning of 2017, Kevin resigned from Scott F. Nelson and began managing his own clients, both personal and corporate, which allowed him the opportunity to return home to Fort Myers and merge practices with his Father, who is a respected CPA with over 36 years of experience.