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.