TAX & BUSINESS ADVISORS - Key Persons
Job Titles:
- Director of Client Services
- Office Manager
Most recently Shelley was the in-house bookkeeper for a regional environmental engineering firm for over 29 years. She has extensive QuickBooks experience, extensive full-charge bookkeeping skills including payroll processing and payroll compliance, processing accounts receivable and bank deposits, processing accounts payable and is proficient in a number of software platforms including PowerPoint. She attended Jones Business College, is member of the PTA and involved in a variety of athletic and community organizations. Shelley is a native of Jacksonville and she and her husband are blessed with two children.
Most recently Stan was the CFO of a long-time client whose business units included a global intellectual property holding company, a licensing company of major toy products, an international brand start-up toy company, a regional commercial/residential real estate holding company and a regional land holding and land development company. He was the co-founder of a consulting firm providing services of strategic planning, investment banking, tax management, tax planning and business consulting, he was a senior tax manager of a regional CPA firm that provided tax planning, tax compliance and tax preparation for small to medium sized companies and high-net worth individuals, trusts and estates and he was the senior tax manager of a publicly traded media and entertainment conglomerate which owned over 20 television and radio stations nationwide, worldwide film distributorships, theatrical production studios and theme parks. He attended Xavier University with a concentration of study in accounting and finance, is admitted to practice and represent taxpayers before the IRS as well as all state and local jurisdictions, is a member of several professional associations and is active in a number of charitable organizations including Assumption Catholic Church Finance Committee, the St. Vincent de Paul Society and the Boy Scouts of America Troop 106. Stan and his wife Tina moved to the Jacksonville area in 1997 and are blessed with three sons.