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.
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.
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.
Elizabeth Martinez
Tax Manager
Elizabeth serves as Tax Manager in our North Palm Beach Office. She prepares Federal and State Income tax returns for individuals, partnerships, and corporations. Elizabeth earned her Bachelor's degree in Accounting and Finance from Southeastern University and joined the firm in 2018. She is a Florida Institute of Certified Public Accountants (FICPA) member.
Diana Rafferty
Tax Manager
Diana has over 13 years of professional experience and specializes in corporate, partnership, and individual taxation. She has developed expertise in high-net-worth foreign investors and applicable taxation in the U.S. She is very familiar with foreign and domestic tax planning strategies and pre-immigration planning and tax treaty issues. Diana has a BS in Accounting from Florida Atlantic University. She is bilingual in English and Spanish.
Michelle Neal
Tax Manager
Michelle has over 15 years of Tax Experience. She specializes in corporate, partnership, and individual tax returns for Federal and State purposes. The Palm Beach clients she works on are in the following industries: construction, real estate, and medical practices. She is also familiar with foreign tax filings and not-for-profit tax returns. She has a BS in Business Administration with a concentration in accounting from the University of North Florida. She joined the firm in 2021.
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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.
Kyle Goldman, CPA
Audit Manager
Kyle spent several years providing audit and review services at two of the Big 4 accounting firms before joining MKA in 2023. His primary focus includes auditing business combinations as well as carve-outs of operating components for sale in addition to identifying operational efficiencies for private and closely held entities. Kyle looks forward to working directly with clients to help identify those efficiencies in processes as well as performing audit and attest services for legal, regulatory, and fiduciary compliance. Practice specializations include Audit & Review Services, Technical Accounting Advisory Services, Manufacturing, Mining & Minerals, Oil & Gas, Healthcare, Higher Education, and Public Utilities.
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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.
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.
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Craig Forness
Chief Executive Officer
Craig joined the firm in 2023. He has over 25 years of experience ranging from Management Consulting with Deloitte, to leading a retail tax franchise with over 75 locations. He holds a Bachelor's degree in Engineering and an MBA from the University of Florida.
Deborah Kinney
Director of Operations
Debbie rejoined the firm in 2016, progressively enhancing her expertise through various administrative roles. Her extensive contribution to MKA includes HR, payroll, benefit administration, purchasing, accounts payable, accounts receivable, asset management, property management, recruiting coordinator, and special projects.
ADMINISTRATION
Brenda Yodlowski
Director of Operations
Brenda joined the North Palm Beach office in 2017 and serves as Director of Operations. She has over 20 years of experience in the accounting industry. Brenda graduated from Florida Atlantic University with a Bachelor of Arts degree.