Our Team

Scott F. Nelson, CPA, CFP®
Financial Adviser

Since 1982, Scott has been practicing public accounting in the Tampa Bay area. Serving as the Managing-Member of the firm, Scott provides comprehensive tax consulting and accumulation and wealth management services.  During his 30 years in the profession, Scott has represented his clients before the IRS and State of Florida concerning matters of bankruptcy, examination, collection and appeals. Scott's primary focus has been to serve privately held businesses in industries that include professional services, transportation, medical, real estate and construction. 


Practice Areas:

  • Federal tax compliance
  • IRS representation
  • Tax planning and consulting
  • Litigation support
  • Estate planning
  • Financial management consulting

Education:
Graduate and undergraduate degrees from the University of Wisconsin

Licenses and Membership:

  • Certified Public Accountant, Florida
  • Certified Financial Planner™
  • Health, Life and Variable Annuity insurance license, Florida
  • Member of the Florida Institute of Certified Public Accountants
  • Registered Representative with Cetera Financial Specialists LLC
  • Investment Adviser Representative with Cetera Investments Advisers LLC




Adam J. McKay, CPA
Financial Adviser

Adam joined the firm in late 2009 as a Member-Owner.  Prior to beginning his career in the public accounting realm, he spent six years in the corporate sector working for large Fortune 100 insurance companies, including AEGON and MetLife.  Subsequently, he worked for five years with a large locally owned public accounting firm in downtown Tampa, where he served as a Tax Manager.  Adam's areas of focus include providing strategic tax planning and consulting services regarding Federal and State Tax matters. His main focus has been to serve high-growth, manufacturing, production and distribution, closely-held businesses and their owners.



Practice Areas:

  • Federal/State tax compliance and consulting
  • Investments consulting and advisory
  • Retirement planning
  • Education planning
     

Education:
Graduate and undergraduate degrees from the University of South Florida, Magna Cum Laude

Licenses and Membership:

  • Certified Public Accountant, Florida
  • Member of the American Institute of Certified Public Accountants
  • Registered Representative with Cetera Financial Specialists LLC
  • Investment Adviser Representative with Cetera Investments Advisers LLC

Honors and Distinctions:

  • Graduate of Tampa Connection