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We have been monitoring the spread of Coronavirus (COVID-19) and in response to the recent "Stay-At-Home" Order issued by Governor Desantis, our firm will be working remotely for the benefit of our staff and their safety. Our office will be closed to the public starting April 3rd 2020. Being an essential business, we want to assure you we have digital options in place to continue the flow of communications and operations of the firm to ensure our continued support of your financial needs. If you have questions please call 904-460-0747 or Contact Us via Email.

Management Team

Kathleen MacLean

CPA - Director of Estate Planning and Compliance

Kathleen graduated Magna Cum Laude from the University of North Florida, Coggin College of Business, with a Bachelor of Business Administration in Accounting. She began her career as a certified legal assistant with a specialty certification in estate planning. She worked for many years in the legal field before transitioning to accounting in 2006. Kathleen began her accounting career as a staff accountant at Shorstein & Shorstein in Jacksonville, Florida and moved on to become a Tax Manager at Smoak, Davis & Nixon, also in Jacksonville. She joined out team at Abare, Kresge & Associates, as Director of Estate Planning and Compliance in 2018. Kathleen is a member of the Florida Institute of Certified Public Accountants and the American Institute of Certified Public Accountants. She specializes in the areas of estate planning and taxation.