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.

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.

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.
CPS Investment Advisors Partners

Erica M. Lupercio
BRAND 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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