Kevin is a Certified Public Accountant (CPA) by the State of Florida and joined the firm in 2021 as Tax Manager. He earned his Bachelors and Masters in Accounting degrees from the University of Florida. Kevin has over a decade of experience in comprehensive tax consulting, planning, and compliance services for a variety of industries and families. He manages our in-house Tax Department providing tax return preparation, projections, and planning strategies to our wealth management clients for personal, trust, gift, estate, and closely-held business tax returns. Kevin is a member of the American Institute of Certified Public Accountants (AICPA) and Florida Institute of Certified Public Accountants (FICPA).