Meet the Team

As always, partners grows with you!

Our Team

Leo Titone MBA, CPA

Leo is our Founding CPA And Chief Executive Officer.

Unlike most CPA’s Leo is an advisor first, and a CPA second. Having received his MBA in Entrepreneurship in 1987 and his CPA in 1989, he worked for 12 years in corporate America as a Chief Financial Officer, Controller and Director of Operations.  

Recognizing there was a greater need outside of the traditional Taxes, Bookkeeping and Payroll functions, Leo formed Next Level CPA and Business Advisory Services.  The company grew for 17 years, until it was sold to a local CPA in Indianapolis.  In 2012, Leo took the same “outside the box” concept to the SW Florida area as CPA Tax Advisors.  

He believes in CPA Tax Advisors being the one source of trusted information to help you make the best business and individual financial decisions possible.
He brings nearly 35 years of proven business experience in financial management, accounting, bookkeeping, tax strategy, and more to reduce business and individual tax costs and fully optimize an organization’s finances.

Chuck

Chuck is our Tax Manager and Enrolled Agent (EA)

Chuck is a tax mentor to individuals, small business owners and the self-employed.

As an IRS Enrolled Agent, providing client-based audit and collection representation since 1999, Chuck is extremely adept at getting the IRS off the taxpayer’s back. Having an undergraduate degree in Finance and an MBA, his approach is from an angle different from simply adding up the numbers. It is not uncommon for clients to use the words “miracle” or “magic” when describing his work.

Chuck’s nearly 30 years of experience include tax preparation, planning and consulting with a tax attorney and a tax software company. He can honestly say that he has provided services to clients in all 50 states. Most of his professional career was spent in Nashville where he helped small business, songwriters, producers, managers, and recording artists manage the financial ups and downs of music business taxes.

Amy Kelly - CPA Tax Advisors Associate

Amy Kelly

Amy is our Bookkeeping Manager

Amy Kelly is a Certified Bookkeeper at CPA Tax Advisors.  She received her accounting degree from Northwestern University, passed the CPA exam in 1984, and was the Accounting Supervisor at a large real estate firm in Chicago before taking some time off to raise a family.  

Amy and her husband owned a successful retail franchise in Rochester, NY for almost 20 years, gaining valuable experience in the operation and accounting for a small business prior to relocating to Fort Myers FL.  Prior to CPA Tax Advisors, Amy was a tax preparer in Cape Coral.  

Rebecca Stull - CPA Tax Advisor

Rebecca Stull

Rebecca is our Payroll Manager and New Client Coordinator

Rebecca has many years of experience in accounting and payroll and will work with clients in terms of payroll preparation, payroll tax filing and maintaining corporate compliance with federal and state regulatory agencies.  She provides an internal compliance role verifying completeness and accuracy for our clients.

She is a Certified QuickBooks Advisor and has many years of bookkeeping experience as well.

Her pinpoint accuracy, tenacity and work ethic aim to “wow” our clients.  

Jennifer Belanger

Jennifer is our Office Manager

Nearly a Fort Myers native having moved here when she was just six years old, Jennifer brings over 20 years of business experience in office management to our firm.

Jennifer is skilled in QuickBooks, payroll preparation, and is also a certified transcriptionist with “lightning speed” on the keyboard. She is typically the client’s first point of contact with our office.