About Us

Mitch has been a resident of South Florida since 1972 and a practicing CPA since 1973. He started his career on Wall Street with an international CPA firm after graduating from Hofstra University in 1970.

He heads up the firm's tax and financial planning areas. Mitch enjoys working closely with the clients, incorporating business and estate planning, business continuation, and long term financial and tax strategies, as only a firm our size can do. He has represented numerous taxpayers in front of federal and state taxing authorities including appeals in Washington, DC and Tallahassee, Florida.

In addition to the firm's memberships, Mitch is on the Board of Directors and serves as Treasurer for Youth Sports of Hollywood, Inc.

Bonnie has been a resident of South Florida since 1965 and a practicing CPA since 1995. She graduated from the University of South Florida in 1992 with an extended Bachelor of Science in Business Administration Degree and earned her MBA in 2010 from Keller Graduate School of Devry University. In 2000, Bonnie received her Certified Specialist in Estate Planning (CSEP) designation from the National Institute for Excellence in Professional Education, LLC and in 2011 attained Accredited Estate Planner(r) status. Her background includes all facets of accounting, including financial statement and tax preparation, as well as computer software and bookkeeping assistance. She is also a Certified Quickbooks Online Pro Advisor.

In addition, Bonnie is an instructor for the Becker CPA Review course, an FICPA Ethics course facilitator and a frequent lecturer on various topics. She is the Past-President for the FICPA Gold Coast chapter, American Woman's Society of CPAs - S. Florida Affiliate, and the North Dade/South Broward Estate Planning Council, tPast reasurer for the Broward County Guardianship Association, and on the Trust Advisory board, as well as Chair, for MonarchCare, Inc., in addition to the firm's other affiliations. She is also a lifetime member of Women's E-commerce Association, Inc. and a National Director of AWSCPA.

Transforming Lives honoree for MonarchCare in 2012 and a 2011 Icon award nominee of Florida Assisted Living Coalition are among the various honors Bonnie has received. She was also the 2006 ABWA's Small Business Leader of the Year, AWSCPA's Public Service Award, and was a finalist in the Key Partners' Accounting & Tax award, the 2005 recipient of the S. Florida Business Journal's Excellence in Accounting Award for Estates & Trusts, and in 2001 the NAWBO Vista Award as well as the Women's Council of Commerce Women's Circle of Excellence Award. She also holds a third degree black belt in Tae Kwon Do and previous mentor for the Take Stock in Children program.

Bob has been a resident of South Florida and a practicing CPA since 1975. He is a graduate of the University of South Florida and has prior experience with both international and regional firms.

He heads up the firm's auditing and accounting areas and has extensive experience in assisting clients in various industries prepare their audited, reviewed and compiled financial statements. Bob also assists in loan negotiations, consulting and tax services, and business purchases and sales. In addition to monitoring the firm's membership in the AICPA Quality Review program, he served as a peer reviewer for numerous other CPA firms since 1985.

Bob has proudly served the community through his involvement in various organizations. He served as Treasurer on the Board of Directors of Temple Solel and is past-President of the Florida Kiwanis Foundation, as well as past-president of the Kiwanis of Hollywood and Lt. Governor for the Florida District of Kiwanis International. In addition to the firm's memberships, Bob is also a past recipient of the Leadership Hollywood "Alumni of the Year" award.