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We have been monitoring the spread of Coronavirus (COVID-19) and in response to the developments in our area, our firm would like to insure you that we are taking every precaution to keep our team healthy and safe. Our firm will continue to monitor the situation and meet on a regular basis to determine our plan as things require. The health and wellbeing of our staff, our clients and their businesses is of utmost importance to us.

In an effort to combat the possible spread of COVID-19, we are following the CDC travel guidelines for our employees outlined here:

In an abundance of caution, our firm will be limiting our face to face interactions and, while limiting, implementing digital options to continue the flow of communication. We also have internal procedures in place in the event the situation evolves that will enable our firm to continue servicing your financial needs. If you have any questions, please call us at 904-460-0747.

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.

Kathleen MacLean