teresa h. taney, senior consultant
c.p.a., c.v.a., m.b.a.

 
other key personnel
 
"people you know. . .
people you trust . . .
working to secure a better life for you
."

 

teresa taney graduated from oklahoma state university with a b.s.b.a. in business management and from the university of hartford with a master of science in taxation. she then successfully received the designation of certified public accountant (c.p.a.) in the state of connecticut and later in the state of florida. she is a senior manager in the firm and supervises the professional and administrative staff. her experience includes review, reconciliation of and preparation of various tax returns (corporate, partnership, individual, estate, fiduciary, nonprofit, state, payroll, etc.), nonprofit entity accounting and review, pension and profit sharing accounting and review, preparation and review of financial statements, etc.

teresa is a certified valuation analyst designated by the national association of certified valuation analysts. this highly respected designation places her among the nation’s premier valuation consultants and positions her to counsel business owners and their advisors on a myriad of business issues including valuing a business enterprise, creating financing, forensic accounting, profit enhancement, strategic planning, etc. she has worked with business valuations in numerous contexts including:

• acquisition reviews
• allocation of purchase price
• buy-sell agreements
• estate and gift tax matters
• stock bonus plans
• sba loans

teresa is a certified specialist in estate planning, a designation awarded by the national institute for excellence in professional education, llc in conjunction with the florida institute of certified public accountants and various other state societies. the csep designation is achieved through the completion of an intensive series of integrated courses on the subject of estate planning, providing the practical knowledge necessary to ensure the best possible service to the general public.

teresa also leads our firm’s medical practice consultation services and is currently serving as an ambassador for the seminole county - lake mary regional chamber of commerce.

 
 

 

 

 

 

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