We provide entrepreneurs and business owners the best accounting, tax and business services.
Site Design: Brandan Ritchey Creative
Eric, managing shareholder, has been in public accounting for more than 39 years. He devotes a majority of his time working with business owners and entrepreneurs and their management team and advisors on building and growing their business/businesses including acquisitions, divestures, financing, human resources, insurance and other areas. He has expertise and provides accounting and auditing, income tax and estate tax planning, multiple state income tax related matters, and business and management consulting services to businesses operating in the following industries and professions:
Specialized services to clients in the areas of:
Acquisitions and Sale of Businesses | Business Negotiations | Business Valuations
EDUCATION
University of Florida | Bachelor of Science – Accounting (with High Honors)
PROFESSIONAL AND CIVIC
American Institute of Certified Public Accountants – Member
Platinum Bank – Board Member 2008 – 2017
Florida Institute of Certified Public Accountants – Member
Winter Haven Hospital, Inc.
– Board of Trustees 2007 – 2012
Winter Haven Hospital Foundation
– Chairman 2010 – 2016
– Treasurer 2018 – Current
– Board Member 2006 – Current
VISTE (Volunteers in Service to the Elderly)
– Chairman, Honorary Board 2001 – 2003
– Honorary Board Member 2001 – 2007
– President 1999 – 2000 1997 – 1998
– Vice President 1996
– Treasurer 1994 – 1995
– Chairman, Finance Committee Member 1994 – 1997
Atlanta Classic Foundation, Inc.
– Member (1988 – current) Former Director of Finance
Leadership Lakeland IX – Alumnus
Tenth Judicial Circuit/Fee Arbitration Committee
– Former Vice Chair and Member
Polk Community College Foundation Board of Directors
– Chairman 2001-2002
– Vice Chairman 2000-2001
– Treasurer 1999-2000
Campfire Boys and Girls
– President 1992 Treasurer 1990-1991
Lindsey, manager, has been in public accounting for more than 8 years. She devotes a substantial amount of time to accounting, auditing, and consulting in the following industries or professions:
EDUCATION
Warner University | Bachelor of Arts – Business Administration – Accounting
PROFESSIONAL AND CIVIC
American Institute of Certified Public Accountants
– Member
Florida Institute of Certified Public Accountants
– Member
– Polk County Chapter Officer
Endeavor Winter Haven
– Member
– Community Engagement Chair 2020-2022
– Special Events Chair
Polk Emerging Leaders Awards
– Event Committee 2022 and 2023
Endeavor Serves
– Graduate
Leadership Winter Haven XXXVIII
– Alumnus
Rudy has been in public accounting for more than 40 years. He devotes a substantial amount of time to accounting and auditing, tax related matters, and business consulting services, business valuation, forensic accounting and litigation support services in the following industries or professions:
Services to attorneys and their clients in the areas of:
Business Valuations * | Divorce Proceedings | Financial Forensics **
General Business Consulting | Business Negotiations
Business Damages/Loss Profits | Condemnation and Eminent Domain
*Accredited in Business Valuations, ABV
**Certified in Financial Forensics, CFF
The ABV and CFF credentials are issued to qualified applicants by the American Institute of Certified Public Accountants (AICPA). Requirements for the credentials include passing rigorous exams, demonstrating significant business experience in the areas of business valuation and financial forensics as well as maintaining a commitment to life-long learning and educational activities in business valuation and financial forensics. The ABV and CFF credentials are granted to CPAs who are members in good standing of the AICPA which binds them to the AICPA Code of Professional Conduct.
EDUCATION
University of North Carolina at Chapel Hill | B.S. in Accounting (with High Honors)
PROFESSIONAL AND CIVIC
American Institute of Certified Public Accountants – Member (including Forensic and Valuation Service Section)
Florida Institute of Certified Public Accountants – Member (including Valuation, Forensic Accounting and Litigation Service Section)
Rick, principal, has been a certified public accountant for more than 40 years. He worked in public accounting for 23 years before serving as Vice President – corporate tax for Comcar Industries, Inc., a national trucking company, for the next 18 years. He returned to public accounting to manage the Firm’s tax department and tax practice. He has the expertise and devotes a substantial amount of time to tax-related matters which include income, trusts and estates, and state and local tax issues. He also consults with businesses in the following industries or professions:
EDUCATION
Polk Community College | Associate of Arts
University of Florida | Bachelor of Arts – Mathematics
University of Florida | Post Baccalaureate – Accounting Concentration
PROFESSIONAL AND CIVIC
American Institute of Certified Public Accountants – Member
Florida Institute of Certified Public Accountants – Member
Leadership Winter Haven XI – Alumnus
Winter Haven Baptist Manor, Inc.
– Board member 1999-2014
– President 2001-2014
Tenth Judicial Circuit Bar Grievance Committee
Sara has been in office administration for more than 20 years. At Adamson + Co., P.A. she is responsible for client relations and daily numerous office functions. Sara maintains and coordinates our suppliers and outside services, such as IT, communications and office equipment to ensure efficient daily operations.
PROFESSIONAL AND CIVIC
Endeavor Winter Haven – Member
Guardian Ad Litem Volunteer 2017 – 2022
Gina has been working in the accounting field for more than 20 years. At Adamson + Co., P.A. she provides various administrative functions.
PROFESSIONAL AND CIVIC
HOA secretary and Treasurer
Susan Lewis has been in public and private accounting for more than 20 years. She devotes a substantial amount of time to accounting and tax related matters in the following industries or professions:
EDUCATION
University of Maryland, Baltimore County – Bachelor of Arts in Economics , Certificate in Accounting
Daphne, staff accountant, has been in public accounting for less than 1 year. She devotes a substantial amount of time to accounting and tax related matters in the following industries or professions:
EDUCATION
Florida Southern College | Bachelor of Science – Accounting