Our Team

Our goal is to offer quality accounting and consulting services to serve a diverse range of clients and organizations. Members of the Firm are trained and experienced in a variety of professional and business functions, and as a team, we offer the skills necessary to address a broad range of client accounting and business matters.

We strive to maintain the highest standards of performance by maintaining a highly skilled staff with an in-depth understanding of the assigned client, substantive expertise in the technical aspects of the engagement, and a capacity for problem-solving and engagement planning.

We strive to maintain the highest standards of performance by maintaining a highly skilled staff with an in-depth understanding of the assigned client, substantive expertise in the technical aspects of the engagement, and a capacity for problem-solving and engagement planning.

 

CPS Group Partners

Tracy Y. Kimbrough, CPA , CFST

ENGAGEMENT | PARTNER

Tracy is the Firm’s Audit Partner. She manages the Firm’s Audit Department and ensures the efficient and timely completion of all of the Firm’s audit engagements. She has participated in financial and compliance audit engagements for a wide variety of organizations.  Tracy has 30+ years of public accounting experience. Her areas of expertise include Yellow Book audits, Federal and Florida single audits, not-for-profit audits and reviews and corporate audits and reviews.  Tracy’s audit clients include several service organizations, educational institutions, governmental entities, and wide variety of single audit clients receiving federal and state funds.  Tracy is very active in the community and serves or has served as a director or officer for a variety of local not-for-profit and professional organizations.

Tracy@CPSGroupCPAs.com

Tamara J. Burroughs, CPA

TAX MANAGER | PARTNER

Tami is the Firm’s Tax Partner. Tami uses her international firm experience in taxation, estate, and trust matters to direct the Firm’s efforts in these areas. She is responsible for planning, supervision, and review of all aspects of compliance and consulting tax projects for a variety of clients, including individuals, corporations, S corporations, partnerships, foreign and foreign-owned corporations, tax-exempt entities, trusts, and estates, including preparation and review of tax returns, related and special research projects, tax planning, accrual reviews, and bookkeeping.

Tami@CPSGroupCPAs.com

Karen P. Lean

SMALL BUSINESS SERVICES MANAGER | PARTNER

Karen is the Firm’s Small Business Services Partner.  Karen manages the Firm’s Small Business Services where she has been responsible for all accounting and tax reporting activities for monthly, quarterly and annual clients. Karen is proficient in various computerized accounting systems including Bidtek, Timberline, Sage, and Quickbooks, and maintains the Firm’s accounting software. Karen has participated in financial and compliance audit engagements for a wide variety of organizations. Karen is experienced in preparation, review, and research regarding a variety of state tax returns, including income, sales, franchise, tangible and intangible tax returns. She completes and reviews income tax returns of not-for-profit organizations, corporations, S corporation, partnerships and individuals.

Karen@CPSGroupCPAs.com

CPS Investment Advisors Partners

Peter C. Golotko
CPA/PFS, MBA

PRESIDENT,
CHIEF EXECUTIVE OFFICER &
PARTNER

Michael A. Riskin
CPA/PFS, CFP®, MST

VICE PRESIDENT,
TREASURER &
PARTNER

Nolen B. Bailey
CFP®, CRPS®, ARPC

VICE PRESIDENT,
DIRECTOR OF RETIREMENT
PLAN SERVICES &
PARTNER

Anthony M. Corrao
CFP®

FINANCIAL PLANNING DIRECTOR &
PARTNER

Erica M. Lupercio

BRAND DIRECTOR &
PARTNER

Shawn J. McCabe
CFP®, MSA, MBA

CPALLIANCE™ DIRECTOR &
PARTNER

Tax, Accounting & Audit Professionals

Jeffrey H. Green, CPA, MAA

TAX MANAGER

Alexa D. Atwell

RETIREMENT PLAN
COMPLIANCE SPECIALIST

Jennifer L. Del Negro

STAFF ACCOUNTANT:
SMALL BUSINESS SERVICES

Khrysta M. Mensing, MACC

RETIREMENT PLAN
COMPLIANCE SPECIALIST

Pablo E. Mingringo, MSA

TAX ACCOUNTANT

Kiley N. Burress

STAFF ACCOUNTANT:
SMALL BUSINESS SERVICES

Jillian D. Kimmel

TAX ACCOUNTANT

Charlotte A. Bell

TAX ADMINISTRATIVE ASSISTANT

Beth M. English, QKA®

SENIOR RETIREMENT PLAN COMPLIANCE SPECIALIST

Penni J. Griner

TAX ADMINISTRATIVE ASSISTANT

Shadina R. Diehl

TAX ADMINISTRATIVE ASSISTANT

 

205 East Orange Street | Suite 310 | Lakeland FL 33801
tel: (863) 688-1725 | fax: (888) 972-5548

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