We have a very friendly, relaxed staff and work atmosphere and look forward to assisting you with all of your accounting and tax needs!
Laurie Santana – Owner
Specializing in Corporate and Partnership Tax Preparation Laurie has over 30 years in accounting and tax practice experience. She has also owned and operated several successful businesses which enables her to offer entrepreneurial insight along with recommendations for minimizing taxes and maximizing profits to her clients.
Nancy Poe – Enrolled Agent
Specializing in Individual Tax Preparation Nancy has over 35 years in accounting and tax practice experience. She is extremely knowledgeable and familiar with IRS and State of Florida tax codes and guidelines. Nancy works actively with you to help maximize your tax savings.
Lisa Andracchio – Staff Accountant/Tax Preparer
Specializing in Accounting and Preparation of Financial Statements and Individual Income Tax Preparation. Lisa has worked for the practice since 2002.
Jaci Ramsey – Staff Accountant/Tax Preparer
Specializing in Accounting and Preparation of Financial Statements and Individual Income Tax Preparation. Jaci started working at the firm in 2012. She is Nancy Poe's daughter which brings a 3rd generation of the Nancy Poe Tax family to the practice.
If you are a business owner, Lisa and Jaci work actively with you to design tools and processes, with your business in mind, to make the bookkeeping process more seamless for you. If you are an individual in need of tax preparation, they go the extra mile to help save every tax dollar possible.