TRACY L. LEMON, CPA
Recently relocated to Greenbrier, Arkansas
EDUCATION ARKANSAS STATE UNIVERSITY
C.P.A. License ARKANSAS - May 1982, FLORIDA - June 2000
October 2005 TRACY L. LEMON, CPA, PA, Dade City, FL
to Present (part-time) Tax and accounting practice in Dade City, FL. Focused on the accounting and tax advisory services of small businesses and individuals. My expertise has enabled my firm to grow at a rapid pace.
November 2002 KOSTICK & COMPANY, P.A., Plantation, Florida
to October 2005 Manager – Tax and Accounting Practice
The firm provides the accounting, tax and advisory services for a wide variety of clients including professionals, retail, restaurants and contractors. My area of expertise was utilized in review of the financial statements, client consultations and tax issues. I supervised and trained the accounting staff in both the accounting and tax areas. I was responsible for all the tax returns prepared both business and personal and for all related regulatory inquires related to the returns.
April 2001 SELF-EMPLOYED, Coral Springs, FL
to November 2002 Consulting on tax issues and tax return preparation on a part-time basis.
January 2000 DASZKAL, BOLTON, MANELA, DEVLIN & CO., CPA’s, Boca Raton
to April 2001 Tax Department Supervisor
The firm has a variety of clients from small business to major SEC corporations. My area of expertise was utilized in tax issues of the multiple group entities, international companies, and individuals with substantial wealth. Tax planning and consulting was a large part of my job function, as well as client relations and supervision of the tax department staff. I was responsible for all aspects of the department including the preparation and review of corporate, multi-state, international and state income tax returns. I also researched tax issues for clients and assisted in structuring various tax transactions.
January 1996 SELF-EMPLOYED, Conway, Arkansas
to December 1999 Tax and accounting practice in Conway, Arkansas. Focused on the accounting needs of small businesses. Assisted with accounting issues as well as computer software installation. Practice was very successful and was sold when I relocated to Florida.
December 1986 McILROY, KEEN & COMPANY, P.A., Little Rock, Arkansas
to December 1995 Perform financial audit and advisory services for clients. Install and train clients on various computer accounting programs. Income tax planning, preparation and research for individuals, corporations and partnerships. Financial planning and projections for businesses. Perform audits of small businesses, contractors and not-for- profit organizations.
March 1984 to EQUITY SERVICE CORPORATION, Little Rock, Arkansas
December 1986 Corporate Controller
Responsible for supervising the total accounting function for several hotel limited partnerships, a broker dealer company, a real estate development company and the corporate holding company. Designed and implemented a uniform reporting system in the hotels. Prepared all regulatory reports and statements required by the Securities Commissioner. Prepared financial projections and analysis used in the syndication offerings and real estate acquisitions. Responsible for budget preparation and researching significant variances. Extensive experience utilizing computers and various accounting and spreadsheet programs. Supervised the accounting staff of both the corporate office and the off-site projects.
January 1981 to BAIRD, KURTZ & DOBSON, C.P.A.’s, Little Rock, Arkansas
March 1984 Senior Accountant
Performed financial audits and income tax preparation for various clients. Responsible for training and supervising staff accountants and maintaining client relations.
Software QuickBooks (ProAdvisor), Lacerte, Creative Solutions, Ultra Tax, ProSeries and various other accounting and tax software.
Memberships American Institute of CPA’s and Florida Society of CPA’s