Biographies

A graduate of Stetson University after attending Wake Forest University, she began her career as an auditor with PriceWaterhouse. She then spent 10 years in the tax department of KPMG as a senior manager in personal financial planning. She has significant experience with a primary focus on tax, retirement and estate planning and tax preparation for entrepreneurs, high net worth individuals and their closely held businesses. Her clients include doctors, lawyers, professional athletes, entertainers, real estate developers, and family owned businesses.

She serves as a trustee for various clients and has worked extensively with family charitable foundations. She is trained in collaborative family law, and offers a unique prospective on divorce. She is able to assist clients in understanding the financial repercussions of divorce and the impact on a family’s living expenses, overall wealth, and related tax liability. She strives to aid in resolutions that serve the best interests of the entire family.

Lee Anne is a member of the AICPA, FICPA, and the Collaborative Family Law Group of Central Florida. She is also active in the community serving on various non profit boards.

Whitney is a 2010 graduate of the University of Central Florida. Upon graduation, Whitney returned to her hometown of Clearwater where she was served in several administrative roles with McClanathan, Burg & Arndt, LLC, a local CPA firm.

After relocating to the Orlando area in November 2010, Whitney joined the Acosta Tax & Accounting team as office administrator. Whitney’s primary responsibility is maintaining the office; her duties include inventory, scheduling, and numerous administrative tasks. Whitney is also instrumental in assisting our clients with their monthly accounting and bookkeeping.