Theresa works with small- to medium-sized businesses in the manufacturing, medical, construction, and agribusiness industries. Within these businesses, she provides tax and business planning consultations as well as outsourced accounting services. Theresa also works with high–net–worth individuals to offer tax planning consultations. She strives to maintain strong relationships with her clients and insists upon consistent levels of communications and a willingness to always exceed their expectations.
Years of Experience
28
Education
Fayetteville State University, Bachelor’s
University of Central Florida, Master’s
Professional & Civic Leadership
- Board of Directors for Saint Lucie County Chamber of Commerce
- Treasurer for Families of the Treasure Coast
Professional Credentials
Certified Public Accountant (CPA)
Xero Certified Advisor
