David C. Ullman, EA, JD, Director
MEMBERSHIPS
Enrolled Agent licensed to practice before the IRS (2019 – present)
Licensed as a practicing Certified Public Accountant (1983 – 2013)
SKILLS
High achieving and highly motivated team player dedicated to obtaining the maximum legal outcomes for the customer and my employer in a professional and timely manner.
Over 30 years of experience as a practicing certified public accountant specializing in tax and financial planning, transactional structuring and tax compliance strategies for businesses of all sizes as well as estate and financial planning for small business owners and high net worth individuals.
Knowledgeable in Microsoft Excel, Word and PowerPoint.
Strong organizational, analytical and problem-solving skills.
Honest and loyal with good interpersonal and communication skills,
Ability to handle confidential and sensitive information and a strong work ethic.
EDUCATION
Juris Doctor (JD) | December 1982 |
University of Florida College of Law (Gainesville, FL)
Bachelor of Arts, cum laude (Accounting and Political Science) | May 1980 |
Furman University (Greenville, SC)
Mary Ann Bauerle EA Director
Enrolled to practice before the IRS – 1999
Certified Financial Planner Professional – 2001
National Association of Enrolled Agents
Florida Society of Enrolled Agents
National Association of Tax Professionals
National Society of Accountants
Florida Society of Accountants
Karin Nelson EA Director Corporate President
Enrolled to practice before the IRS – 1993
National Association of Enrolled Agents
National Association of Tax Professionals
National Society of Accountants
Florida Society of Enrolled Agents – Board Member
Florida Society of Accountants
Ron Yost EA Managing Director Corporate Treasurer
Enrolled to practice before the IRS – 1996
National Association of Tax Professionals
Certified Quickbooks Professional Advisor
Charlotte Davis EA
Enrolled to practice before the IRS – 1996
Accredited Business Accountant
Accredited Tax Accountant
QuickBooks Advisor
Accredited Tax Preparer
Florida Society of Accountants, President 2010-2011
Bonnie L. Warnick EA
Enrolled Agent since 2011, Tax Preparer for 35 years
Jeffery K. McKinney, Receptionist & Accountant