Rick Smith, CPA - Principal

Expertise:  Tax Planning, Estate, Gift & Succession Planning, Compliance & Benefit Consulting

Ed Leonard, CPA - Principal

Expertise:  Closely Held Businesses, Government, Manufacturers/Retail        

Lisa Bristow, CPA - Principal  

Expertise:  Pension Design & Consulting, Tax Consulting & Preparation

Bob Stanell, CPA - Managing Principal

Expertise:  Health Care, Outsourced CFO, Real Estate Development 

Sarasota:  941.954.4040
Bradenton:  941.748.1040

Jay Clarkson, CPA - Principal

Expertise:  Closely Held Businesses, Retail, Not-for-Profit, Employee Benefit Plans, Country Clubs, M&A Due Diligence, CFO Consulting, Construction, Common Interest Realty Associations

Randy Dillingham, CPA - Principal 

Expertise:  Local Government Entities, Not-for-Profit Organizations, Employee Benefit Plans, Common Interest Realty Associations, Private Schools

Lisa Johnson, CPA - Principal

Expertise:  Estate, Gift & Succession Planning, Partnerships, LLC's & S Corporations, Family Businesses, Not-for-Profit Organizations

Deborah Fallucca, CPA - Principal

Expertise:  International Tax, Federal Tax, IRS Representation

Susan Thompson, CPA - Principal

Expertise:  Individual & Corporate Tax, Construction/Real Estate, Not-for-Profit Organizations 

Bob Christopher, CPA - Of Counsel

Mr. Christopher has recently restricted his activity with CS&L CPAs, but continues to serve both the community and the Firm. 

Aaron Mondon, CPA - Senior Tax Manager

Expertise:  Individual, Corporate & Partnership Tax, Construction/Real Estate, Not-for-Profit Organizations, Manufacturing

Aubrey Lynch, CPA - Senior Tax Manager

Expertise:  Estate, Gift & Succession Planning, International Taxation, Health Care Industry

Betsy Oakey - Pension Manager

Expertise:  Pension Administration                                                              

Michael Sandstrum, CPA - Director of IT and Consulting

Expertise:  Manufacturing & Distribution, SAS 70 & IT Risk Assessment, Business Technology Consulting     

Monique Joannette, CPA - Tax Manager

Expertise:  Tax, Management Advisory, Professional Services

Rhonda Rogers, CPA - Tax Manager

Expertise:  Tax, Not-for-Profit Organizations