About our Firm
Background
Formed in 2002, our firm provides quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as financial statements and financial planning.
Our Mission
Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients’ needs, thorough research, and sound analysis. Our firm is dedicated to meeting these goals with high standards of excellence and professionalism.
Our Team
Gary specializes in Tax Services, and also works as a Financial Planner. Gary is certified as a CPA and Registered Investment Advisor.
Credentials
- B.S. in Business Administration with a major in accounting from the University of Florida
- Series 6 qualification to sell mutual fund equities in 2000
- Series 65 qualification to be a registered investment advisor
- Licensed to sell life, disability and long term care insurance
Gary is a member of the Florida Institute of Certified Public Accountants. He is also a member of the American Institute of Certified Public Accountants and is accredited by the AICPA as a Personal Financial Specialist.
gsresetar@aol.com 407.643.9100
