Meet Your New Partners in Business and Personal Financial Success.

 
 

Recent Posts

Should You Fund a Startup With Friends and Family?
March 19, 2025

Online funding management systems have made it popular and convenient for entrepreneurs to ask for and collect startup funds from family and friends.

9 Ways to Fund Your Child’s College Education
March 11, 2025

Paying for college is one of the biggest financial challenges families face.

Spring Cleaning Tips For Your Financial Records
March 2, 2025

Spring cleaning isn’t just for your home—it’s also a great opportunity to tidy up your financial records.

When to Review Life Insurance Needs
February 26, 2025

Life insurance is a critical component of financial planning, providing a safety net for loved ones in case of an unexpected loss.

Should You Set Up a Family Foundation?
February 18, 2025

As a responsible head of the family, you’re likely always on the lookout for ways to secure your family’s financial security. Estate planning is the foundation of endeavors such as this.

 

About Us

Our relationships with clients extend beyond financial recordkeeping and reporting. We understand the dynamics that affect their personal and professional lives. We listen to their goals and dreams. We work collaboratively to develop plans that transform ambitions into reality.

Kenneth Doerr, JD, LL.M, CPA

Ken has been a practicing accountant for over 35 years. He has extensive experience representing individuals, small corporations, large corporations, and non-profit organizations. Ken has represented both individual and corporate clients before the Internal Revenue Service.

He is a native Floridian from Lake County, Florida. Ken obtained his Bachelors Degree in Accounting from the University of Central Florida, his law degree from Stetson University College of Law and his Master of Law in Taxation from the University of Florida College of Law.

Industries Served

Associations • Attorneys • Consultants • Contractors • Dealerships • Dentists • eCommerce • Landlords • Physicians • Retail Stores • Restaurants • Schools • Social Service Agencies

  • Tim Robinson was an absolute pleasure to work with: professional, courteous, and friendly.

    -- Martha H.

  • Tim Robinson patiently and fully answered all of our questions, and had a some specific recommendations for us that would increase our tax refund for next year. He is professional, friendly, and keeps everything simple.

    -- David K.

  • Tim Robinson is competent, approachable, efficient, and delightfully personable. He always makes time to address my questions in a very timely manner.

    -- Dianne W.

  • Tim Robinson was an absolute pleasure to work with: professional, courteous, and friendly.

    -- Martha H.

  • Tim Robinson patiently and fully answered all of our questions, and had a some specific recommendations for us that would increase our tax refund for next year. He is professional, friendly, and keeps everything simple.

    -- David K.

  • Tim Robinson is competent, approachable, efficient, and delightfully personable. He always makes time to address my questions in a very timely manner.

    -- Dianne W.

  • Tim Robinson was an absolute pleasure to work with: professional, courteous, and friendly.

    -- Martha H.

Let's Start Talking

Let's discuss your situation so that we may understand your objectives and determine whether we have the ability to provide service and value.

Call (352) 637-3005