Marnie J Keller, CPA Marnie has over 25 years' experience in the public accounting both as a sole practitioner and with other accounting firms. She has been the senior tax manager of two large accounting firms in Atlanta and the Cincinnati area before moving back to Florida in 2003 to be closer to her family. She help clients with accounting services, tax return preparation and tax planning for individuals, estates and businesses. She is passionate in helping clients achieve their personal and business goals through strategic planning strategies. She also holds her series 7, series 63 and life, health and annuities licenses. She can also assist clients with financial planning. Marnie received her BS in Accounting from the University of South Florida. She is a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants. She is licensed as a Certified Public Accountant in Florida since 1992. Patricia A Koczara, CPA Patricia moved to Cape Coral in July 2004 just 2 weeks before hurricane Charley and continued to work for a Virginia Accounting Firm. Later she worked as a sole practitioner in Florida until she joined Marnie in 2011. She has worked in tax preparation for individuals, estates and small businesses. In 2001, while in Virginia, she was honored to work with families of September 11th victims and their special circumstances. During the years she has worked with senior adults in senior residences and knows their desire to remain independent. One of her biggest passions is to help clients understand their tax situations and help deal with issues with the IRS. She knows that getting correspondence from the IRS may not be a pleasant experience. She has helped many people resolve the issues with IRS and file serval years of back tax returns to get current. Getting srared is sometimes the most difficult decision. She has helped people get organized and back on track. While at Keller and Koczara she continues to be sensitive to the needs of our clients in dealing with issues that may arise with the IRS. Patricia is a member of the American Institute of Certified Public Accountants and the Florida Institute of Certifies Public Accountants. She is licensed as a Certified Public Accountant in both Florida and Virginia.
Send a message to this business