Elevated CPA Provides Tax Services And Business Strategies

 When a Northeast Florida manufacturer needed to determine what they should be paying for raw metal, they turned to their CPA. When a tile company needed to know how to expand its work force, they turned to their CPA. When many micro to medium businesses on the First Coast need more than just tax reporting services from their CPA, they turn to a very unique firm in Clay County - Elevated CPA, owned and operated by Doug Benefield. With a quick review of a tax return, Doug can identify potential problems and saving strategies that justify why these smaller businesses, particularly those in the building trade industry, should hire his firm. Doug says his company is different from most CPA firms in that a client may only see their CPA just to do tax returns or to do an audit or a special project. Doug is on the phone everyday, in constant touch with his clients, addressing tax issues, and even more so, business strategies, something that most small businesses don’t have in-house. Even while having lunch with Doug, he was constantly checking his phone for calls for help from clients. If a business needs additional strategic help or someone to call at any time, they need Doug. He can be contacted at Doug@ElevatedCPASolutions.com or (904) 563-0060. Doug is on the left in this “Lunch with Les” photo.

Ed Lombard Serves The Community As Well As His Clients

 I had lunch with a friend of mine, Ed Lombard, who is a financial consultant with Agility Wealth Management, part of the Raymond James organization. I know Ed through Rotary. He currently serves as Assistant Governor for the Jacksonville Rotary District. What I like about Ed is his sincere feelings, not only for people in our community, but also for his clients. Ed spends a lot of time involved with Rotary projects throughout the community and he supports kids, such as his work with Providence School. But he also looks after the people who trust him with their assets. He helps individuals and families whether they are just starting out or if they are preparing for retirement. He doesn’t prequalify them by the size of their wealth but by what goals they have and how he can help them achieve their dreams. With his 20 years in the financial industry, he has seen a lot “quick buck” gimmicks. So he is very careful to protect his client’s money like it were his own. Knowing Ed like I do, you can’t help but think he is going to do the best for his clients and the people in our town. He can be reached at (904) 955-9998 or lombarded97@gmail.com. Ed is on the left in this “Lunch with Les” photo.