Whether you're an individual, small business, or larger company, we are available to supply the solutions you need for the challenges you can't face alone.
TAX
Jacob Neuman, CPA
Tax Manager
Jacob has developed an expertise in trust and estate taxes. He joined the firm in 2015 and has over eight years of experience with public accounting. Jacob has a BS in Accounting from University of Mount Union.
Angela Harr
Tax Manager
Angela has developed an expertise in non-profit, corporate, partnership and individual taxation. She joined the firm in 2008. Angela has a BS in Accounting from University of Central Florida and a MS in Accounting from Liberty University.
Mary Keelor Werner, CPA
Tax Manager
Mary has developed an expertise in individual, trust and estate, and corporate taxation. She joined the firm in 2012. She has over 40 years of public and private accounting experience. Mary has a BS in Accounting from Florida Atlantic University.
Rachel Brouwer
Tax Manager
Rachel has developed an expertise in partnership, corporate and individual taxation. She joined the firm in 2015 and has extensive experience with large multi-state corporations and real estate development and management. Rachel has a BS in Accounting from University of Central Florida and a MS in Accounting from Liberty University.
Jamie Breyette
Tax Manager
Jamie has developed an expertise in corporate, partnership, and individual taxation. He joined the firm in 2020 and has more than 10 years of experience in public accounting. Jamie has a bachelor of science in accounting from the State University of New York at Fredonia.
Mercedes Rodriguez
Tax Manager
Mercedes has more than 20 years of experience in the profession and specializes in tax and accounting services. Her expertise lies in small to medium size businesses, professional practices, estates, trusts, and high-net-worth individuals. She is bilingual in English and Spanish.
Lori K. Weisz, CPA
Tax Manager
Lori has developed an expertise in corporation, partnership, fiduciary, and individual taxation. She has over 20 years’ experience in tax and estate planning and compliance. She has a degree in accounting and business from Oral Roberts University and a Juris Doctor from the University of North Dakota.
Michael Pollard, CPA
Tax Manager
Michael has over 10 years’ of experience in corporate, partnership, and individual taxation. He has a bachelor’s degree in accounting from Florida Gulf Coast University and an MBA from the University of South Florida. He has extensive expertise from small businesses to large multi-state entities.
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AUDIT
Rich Cassidy, MBA
Audit Manager
Rich has developed an expertise in real estate, non-profit, and governmental entities. He joined the firm in 2011 and has over seven years of experience with Uniform Guidance auditing. Rich works on all of our Early Learning Coalition, charter school, and real estate audits. He has a BS in Accounting and a MBA from University of Central Florida.
Justin Cabral, CPA
Audit Manager
Justin has developed an expertise in non-profit and governmental entities. Justin works on our charter school, non-profits, professional employer organization audits and Federal and state single audits with multiple grant sources. He joined the firm in 2013. Justin has a a BS in Accounting and MS in Accounting from University of Central Florida.
Priscilla Delgado
Audit Manager
Priscilla’s expertise lies in real estate, construction, 401(k) plans, and non-profit audits, including those performed under the Uniform Guidance. She joined the firm in 2013 and is now well versed in the assurance realm. Priscilla also assists with the firm’s Quality Control processes and has attended training at the AICPA’s National Peer Review Conference. She has both a BS and MS in Accounting from the University of Central Florida, with a minor in Hospitality, and is fluent in Spanish and English.
Katia Filippucci
Audit Manager
Katia joined the firm in 2016. She has developed an expertise in audits, reviews and compilation of financial statements for Real Estate, Construction, and Non-Profit Organizations, including experience with governmental audits under the Uniform Guidance. Katia also sat on the panel of the 10th Annual Women in Accounting Symposium, hosted by UCF’s School of Accounting, advising future female accounting professionals. She graduated from the University of Central Florida with a Bachelor’s Degree in Accounting.
Jon Duffy
Audit Manager
Jon joined the firm in 2016 and has developed an expertise in auditing commercial and non-profit entities. He works on our for-profit, non-profit, and charter schools, and has experience with Uniform Guidance auditing. He holds a BS in Business Administration with a concentration in accounting from University of Central Florida.
Alexandra Filippucci
Audit Manager
Alexandra joined the firm in 2022 with a strong background in corporate accounting. She has developed an expertise in audits of financial statements for Non-Profit Organizations, including experience with governmental audits under the Uniform Guidance. Throughout her accounting career, she worked on several acquisitions. In addition, she helped develop a complex revenue recognition accounting software for a Fortune 500 company. She graduated from the University of Central Florida with a Bachelor’s Degree in Accounting and Finance.
Joao Jesús
Audit Manager
Joao recently joined the firm in 2023. He has over nine years of experience in the audit field, including working for reputable firms across three different countries. Joao holds a Master's Degree in Corporate Compliance from the Universidad Católica San Antonio de Murcia (Spain) and a Bachelor's Degree in Accounting from the Universidad de Carabobo (Venezuela). His extensive expertise in accounting and auditing, specifically in servicing clients such as Banks, Investment Funds, Brokers, and Natural Resources Companies, highlights his keen interest and proficiency in compliance and business practices.
Keith Lewis, MBA
Audit Manager
Keith joined the firm in 2023. He has over eight years of experience in audits, reviews and compilations of financial statements for Real Estate, Construction and various other Industries for privately held Companies. He has a BS in International Business with a concentration in Finance from the University of Bridgeport and an MBA in Accounting from the University of New Haven and is fluent in Spanish and English.
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ACCOUNTING
Ana M. Mendaña, CPA
Director
Ana joined the firm in 2007 and has more than 30 years of public accounting and tax experience. Her expertise lies mainly in small to medium-size businesses, family wealth, real estate ventures, and import/export. Prior to her time at Moss Krusick, she worked at PWC-Miami for 6 years. She is a graduate of Florida International University (FIU).
Bonnie Spencer
Director of Client Accounting Services
Bonnie currently manages over 100 monthly and quarterly accounting clients including financial statement preparation and review, sales tax and payroll returns. She joined the firm in 2005 and is involved in numerous accounting software implementations, such as QuickBooks, for a variety of industries. Bonnie has a BS in Accounting from University of Central Florida. She is a Certified QuickBooks Advisor.
Mercedes Latulippe
Client Accounting Services Manager
Mercedes currently manages over 100 monthly and quarterly accounting clients including financial statement preparation and review, sales tax payroll returns. She joined the North Palm Beach office in 2014 and she is involved in numerous accounting software implementations such as QuickBooks, ACS, CSA and Ultra Tax. Mercedes graduated from Florida Atlantic University with a Bachelor’s of Business Administration degree with a major in Accounting. She is a Certified QuickBooks Advisor.
Lee Stolar, MBA
Client Accounting Services Manager
Lee joined the firm in 2013. He has overseen the implementation of numerous accounting updates and programs. He has a BS in management from SUNY Farmingdale and an MBA from Everest University. Lee has also attended and graduated the Leadership program in Winter Park and still volunteers at various events for the Winter Park Chamber of Commerce.