ACA Penalty Reduction Services

As a CPA in the state of Florida, Jay has more than 30 years of experience providing personalized accounting services including auditing and tax services, business consulting, business valuations and litigation support. While he has worked with clients representing the real estate, manufacturing, professional services, dealership and retail industries, he has significant experience addressing issues and providing solutions for healthcare-related entities. As such, Jay leads the firm’s Healthcare Segment Team. Jay works primarily with for-profit clients looking to maximize revenue and minimize expenses, and he is dedicated to providing them peace of mind that they’re getting the best possible tax savings. His guidance helped one client avoid a $1,000,000 tax liability with a cost segregation study, and he helped another client eliminate a $50,000 IRS tax penalty. He also takes a proactive approach to revenue enhancement, cost controls,  applying best practices, and emphasizing the importance of having the right policies and procedures already in place (instead of as a reactive remedy) to best facilitate business growth. Jay also specializes in preparing business valuations and litigation support services and has earned several accreditations including the Accredited in Business Valuation (ABV), Certified in Financial Forensics (CFF) and Certified Valuation Analyst (CVA) designations. Litigation support services include related party transactions, fraud, child support, divorce and dispute resolution.

Kevin has over 10 years of experience in the accounting industry. He is responsible for every aspect of client management including tax preparation, planning and correspondence. He enjoys building relationships with his clients as he helps them understand everything from basic economic terms to complicated tax issues. Kevin also supervises tax accounting staff members and reviews tax returns prepared by the firm.

While his work covers a variety of industries, Kevin’s focus is manufacturing and construction clients. He serves as a member of the firm’s Manufacturing and Construction Services teams and is a co-host of Moore on Manufacturing, our monthly video series addressing the business concerns facing manufacturing companies. He also presents regularly to professional groups in the community on tax-related issues.

Julie has over 30 years of diverse human resources management experience that spans start-ups to established organizations. She has worked extensively in all facets of human resources including audits and compliance, benefits and compensation, recruiting, employee and labor relations, training and development, and policy design and has experience in both union and non-union environments.

Julie leads the James Moore HR Solutions Consulting team, which provides clients with guidance and solutions to build and improve their HR infrastructure. Clients include start-ups, non-profits, government entities, construction companies, medical practices and more. She is regularly asked to give presentations to various professional organizations.

Julie earned a Bachelor of Arts in Communication from the University of Toledo. She is a member of the Society for Human Resources Management (SHRM) and a SHRM Senior Certified Professional.

Marie helps our clients leverage their data in a way that allows them to generate meaningful insights and strategies to strengthen and maintain the health of their business. She has nearly 20 years of experience in accounting, data analytics and related areas of work.

Marie is highly recognized by the American Institute of Certified Public Accountants. In addition to holding the AICPA’s Certified Information Technology Professional (CITP) certification, she is a member of the CITP Credential Committee that develops, promotes and maintains the CITP credentialing process. She was also recognized by the AICPA’s Standing Ovation program in 2016 for her contributions to the areas of information management and technology assurance.

Before coming to James Moore, Marie spent over a decade working for large organizations and consulting firms that have a deep breadth of technical expertise and resources at their fingertips. She leverages the expertise gleaned from this work to give our clients a unique competitive edge in the market. Outside of the firm, Marie serves on the AICPA’s Forensic Accounting Technology & Analytics Task Force.