James Moore & Company Named Among America’s Top Recommended Tax and Accounting Firms

James Moore & Company has been recognized by Forbes Magazine the Florida-based CPA and full-service consulting firm as one of America’s Top Recommended Tax and Accounting Firms. The list included 227 companies, accounting for only 0.5% of the firms in the country, and James Moore & Company was among a more exclusive subgroup of firms to make the list for both tax and accounting.

“We are honored to be included in this select group of the nation’s most knowledgeable and effective firms,” said Suzanne Forbes, Managing Partner, James Moore & Company. “It’s a testament to our highly-professional and committed team and the exceptional clients we serve.”

As part of its selection process in collaboration with market research company Statista, Forbes Magazine noted the importance of firms understanding the significant and complex implications of the new federal tax law implemented last year. It also noted that firms must be forward-looking and evaluate and understand how the 2020 presidential election could greatly alter the taxation landscape.

With offices in Gainesville, Daytona Beach, DeLand and Tallahassee, James Moore & Company helps clients build their businesses or nonprofits, plan for retirement, lower tax exposure and more. The firm provides clients with peace-of-mind in a financially complex world.

James Moore & Company has more than 5,000 clients in more than 40 industries in Florida and throughout the country. Click here to learn more about Forbes Magazine’s list of America’s Top Recommended Tax and Accounting Firms.

Firm Announces Promotions in Gainesville Office

Melissa Bivens has been promoted to Accountant. A member of the Accounting & Controllership Services team, she will be responsible for bookkeeping and the preparation of journal entries to facilitate in the creation of financial statements for our business and non‐profit clients. Melissa has been with the firm since 2017. She earned a Bachelor of Science in Business Administration from the University of Florida.

Samantha Carlisle, a CPA, has been promoted to Tax Manager. She will manage and monitor tax projects for individuals and businesses and will be responsible for interacting closely with clients to provide innovative tax planning, consulting and compliance services. Samantha joined the firm in 2014 and received a Master of Accounting and a Bachelor of Science in Accounting from the University of Florida.

Kevin Golden, a CPA, has been promoted to Senior Tax Manager and will plan, execute, direct and complete tax projects in a variety of industries. He will be responsible for interacting closely with clients to provide innovative tax planning, consulting and compliance, as well as supervise the work of other tax accountants. A member of the firm since 2017, Kevin received his Bachelor of Science in Business Administration (major: accounting) from the University of Georgia.

Kris Hutchins, a CPA, has been promoted to Director, Client Service. She will provide expertise and leadership in the tax department for individual and business tax clients. A member of the firm since 2013, she holds a Master of Accountancy and a Bachelor of Science in Accounting from the University of Florida.

Jordan Irvan has been promoted to Senior Accountant and will prepare personal, corporate, and partnership tax returns. She will also be responsible for directing and reviewing the tax work of Associate Accountants and Staff Accountants. Jordan has been with the firm since 2018 and received her Bachelor of Science in Business Administration: Finance & Accounting from the University of North Carolina Charlotte.

Logan Smith has been promoted to Associate Accountant. He will be responsible for performing a variety of responsibilities for the audit department including planning, fieldwork, data extraction testing, and preparation of final audit reports. A member of the firm since 2018, he holds a Master of Science in Accounting from Liberty University and a Bachelor of Science in Accounting from the University of Florida.

Anthony Walsh, a CPA, has been promoted to Audit Manager. He will manage and monitor auditing and accounting projects and client engagements and be responsible for all phases of each assignment to include: planning meetings, fieldwork supervision, testing, risk assessment evaluation, and engagement approach development. Anthony joined the firm in 2015. He holds a Master of Accountancy and a Bachelor of Music from Stetson University.

James Moore Welcomes New and Recent Hires in the Gainesville Office

Robert Barreras has joined the office as a Staff Accountant, where he will provide a range of audit and accounting services. He earned a Master of Business Administration (Accounting) from St. Thomas University and a Bachelor of General Studies (Business) from Florida Atlantic University.

Diane Burke returns to James Moore as a Lead Accountant in the Accounting & Controllership Services Department. She will perform advanced bookkeeping and accounting services and provide guidance for a variety of accounting software products for the firm’s business and nonprofit clients. Diane has nearly 15 years of experience in accounting and auditing. She earned a Master of Business Administration (concentration: accounting) and a Bachelor of Arts in Business Administration (specialization: accounting) from St. Leo University.

Shanna Dorresteyn is an ACS Manager for the Accounting & Controllership Services department. She will oversee client accounts and supervise James Moore ACS staff members in their work. She has over 15 years of experience in accounting, management, financial direction/analysis and more. Shanna earned her Bachelor of Science in Business Administration, Finance, from the University of Florida.

Debi Hedkte, a CPA in the State of Kansas, joins the office as a Senior Accountant, where she will participate in various phases of audit, compilation and review engagements and direct/review the audit work of Associate and Staff Accountants. Debi has nearly 15 years of accounting and auditing experience. She earned a Master of Accounting and Information Systems and a Bachelor of Science in Accounting and Business Administration (emphasis: finance) from the University of Kansas.

Matthew Ingles has joined the office as a Lead Accountant in the Accounting & Controllership Services Department. He will perform advanced bookkeeping and accounting services and provide guidance for a variety of accounting software products for the firm’s business and non‐profit clients. Matthew earned a Bachelor of Business Administration (major: accounting/management) from Northwood University.

Erin Ouellette has been hired as a Staff Accountant and will provide a range of services including auditing and tax work. She holds a Master of Business Administration in Business Policy and Strategy from the University of New Haven, as well as a Bachelor of Science in Business Management from Pennsylvania State University.

Don Patterson has been hired as an Accounting Clerk, His responsibilities will include data entry, mailings and filing services in the Accounting & Controlling Services (ACS) Department. Don earned a Bachelor of Applied Science in Organizational Management from Santa Fe College.

Greg Pruitt has been hired as a Marketing Coordinator. He will create marketing support materials and assist in the coordination of firm promotional events. Greg has over 20

years of experience in the entertainment and broadcast media industry with companies like the Golf Channel and NBC. He holds a Bachelor of Business Administration from Belmont University.

Bryant Rafferty joins the firm as a Staff Accountant and will provide a range of audit and
accounting services. He earned a Bachelor of Science in Accounting from the University of Florida.

Peter Rivera has been hired as a Technology Solutions Consultant and will provide a wide range of support functions including data backups, server repairs and workstation issues for external clients. Peter has ten years systems engineering and information technology experience and possesses the Microsoft MCSE and CompTIA Security + certifications.

Michael Solomon joins James Moore as an Associate Accountant and will assist with research and preparation of individual and corporate tax returns. He has over five years of accounting experience and holds a Bachelor of Science in Accounting from Elon University.

Aubrey Wise has been hired as an Accounting Clerk. Her responsibilities will
include data entry, mailings and filing services in the Accounting & Controlling Services (ACS)
Department. She earned a Bachelor of Arts in Sustainability Studies from the University of Florida.

Darlene Witham has joined the office as an Accountant & Tax Preparer, where she will provide a range of tax accounting and preparation services. She has nearly 20 years of accounting experience and holds a Bachelor of Business Management from St. Johns River State College.

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