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Principal:
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Gregory Vitale, C.P.A., C.F.P., P.F.S.
B.A. - Accounting- University of South Florida — April 1982
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| Experience: |
Mr. Vitale has practiced
public accounting since 1988. He was a Senior Tax Consultant with
Deloitte & Touche. Mr. Vitale worked for the Internal Revenue Service as a Revenue Agent, auditing closely held corporations and high net worth individuals. |
| Licenses Held: |
Florida Certified Public
Accountant
Florida Department of Insurance — Health and Life
Series 7 Securities |
| Designations: |
Certified Financial Planner
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| Principal: |
Leonard E. Miller, C.P.A., P.F.S.
B.A. - Accounting - University of South Florida —
April 1982
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| Experience: |
Mr. Miller has practiced Public Accounting for over twenty five years.
He has extensive experience in small businesses, taxation, litigation,
arbitration and accounting software. Mr. Miller has testified
as an expert witness in various courts as well as chaired various
arbitrations under the American Arbitration Association.
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| Licenses Held: |
Florida Certified Public Accountant
Florida Real Estate Salesperson
Florida Department of Insurance — Health and Life
Series 7 Securities
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| Designations: |
American Arbitration Association — Panel Member
Past Member — Florida Bar Grievance Committee
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| Our Staff |
| Administration |
Patricia Osburn -
Patricia is our administrative assistant. She is the quarterback
for our entire firm. |
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| Paraprofessional |
Ann Cirioni - Ann
has the most experience in the office!!! Ann's bookkeeping experience
dates back over fifty years. |
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| Senior Staff |
Winnie Heynis C.P.A.
- Winnie earned her Bachelor of Science degree in Accounting
from Florida Atlantic University. Winnie has over twenty five years of private and public accounting experience. Winnie is also well versed in various accounting and spreadsheet programs.
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Thomas V. Mulrine, EA - Tom earned his Bachelor of Science
in Accounting degree from Wayne State University in 1982. Tom's experience
includes seven years as a Controller for a real estate management
company and over fifteen years in public accounting. Tom is well versed
in various accounting and spreadsheet software programs. Tom is
an enrolled agent and is enrolled to practice before the Internal
Revenue Service.
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David Levenstein began his career in New York as a Financial Advisor with Prudential Securities. His experience is in fixed income, retirement and estate planning. After he and his family moved to Florida, he was hired as a Regional VP for Gilman & Ciocia, a Tax and Financial Planning firm that has offices in Florida and the Northeast. His responsibilites were to combine the services of both accountants and financial planners and to better understand and serve client needs by offering a more comprehensive approach to both tax and financial planning.
David has joined Vitale & Miller, P.A. and brings with him years of experience in all aspects of financial planning as well as working one on one with your CPA. David attended C.W. Post University and is an Investment Advisor Representative with Asset & Financial Planning, Ltd.
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| General: |
Vitale & Miller, P.A.
is a local accounting firm with a wide range of clientele. The firm
personnel consists of four degreed accountants, one financial advisor, one para-professional
and one administrative assistant. The combined years of experience
of the firm is in excess of one hundred years. |
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| Services: |
Vitale & Miller, P.A.
offers a wide range of client services. These services range from
basic bookkeeping through reviews. Vitale & Miller, P.A. provides
to their client all aspects of taxation, ranging from Internal Revenue
representation to tax planning and preparation. The firm has also
been engaged to complete special projects such as business purchase and sale analysis, Quickbooks software training and financial and retirement planning. |
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*Licensed by the State of Florida
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