Your Team

Bill has overall responsibility for the Tampa Bay practice and provides leadership and expertise across many of the firm’s practice areas. He also directs strategic planning and represents the firm throughout the Tampa Bay community. In addition, Bill also serves on the CBIZ Financial Services Executive Advisory Committee.

Bill has 40 years of public accounting experience and previously served as a Tax Partner with a Big Four accounting firm. Bill has extensive experience working with various types of tax compliance and consulting issues. He has worked closely with various types of business entities and has also assisted business owners with related tax matters.

• Bachelor of Science, Accounting, University of South Florida

• Certified Public Accountant

• Tampa Bay Business Journal Leadership Trust, Member
• YMCA of Greater St. Petersburg Board of Directors, Member and Past Chair
• USF School of Accountancy Advisory Council, Member and Past Chair
• St. Paul Catholic Church Finance Council, Member
• St. Paul Catholic Church, Lector
• St. Paul Catholic Church Family Religious Education Program, Teacher
• University of South Florida Alumni Association, Member
• Leadership St. Pete Alumni Association, Member
• Leadership Tampa Bay Alumni Association, Member
• Allegany Franciscan Ministries Board of Directors, Past Chair
• BayCare Health System Board of Trustees, Past Chair
• St. Anthony's Health Care Board of Trustees, Past Chair
• St. Petersburg Area Chamber of Commerce Board of Directors, Past Chair
• St. Petersburg Catholic High School Board of Directors, Past Chair
• Catholic Diocese of St. Petersburg Finance Council, Past Member
• Police Athletic League Board of Directors, Past Chair

• American Institute of Certified Public Accountants (AICPA)
• Florida Institute of Certified Public Accountants (FICPA)

• Tax Return Preparation
• IRS Matters/Controversies
• Business Consulting
• Tax Planning & Consulting