TEAMS - PARTNERS

Bert Faulk, CPA Has extensive experience in developing effective business and accounting services for clients. He has a wide range of experience in the disciplines of health care and construction. He has also spent a great deal of time providing guidance in the areas of accounting and auditing for governmental agencies and elected government bodies. Experienced in: health care industry governmental & non-profit organizations construction industry business planning

David Winkler, CPA Provides a variety of financial services for businesses, including partner compensation and buy-sell agreements, and profitability analysis. In addition, he has extensive experience in employee pension programs, including the design, tax compliance and administration of 401(k) plans. Experienced in: employee pension plans business planning income tax strategies healthcare

Denise Carvalho, CPA Has a comprehensive understanding of today’s complex tax laws. She has a wide range of experience in the areas of income tax planning and compliance, estate planning and preparation, managerial assistance and advisory services. She is a frequent lecturer on the complexities of current tax laws. Experienced in: estate planning income tax planning management of legal defense funds

Tommy LeJeune, CPA Has 16 years of public accounting experience in audit, review and compilation engagements. Tommy is involved with planning and executing all of the firm’s audits. His expertise includes federal and state regulatory compliance, cash management practices, revenue enhancement and budgeting. Experienced in: governmental organizations not-for-profits closely-held businesses