Jacksonville, Fl - The LBA Group is pleased to announce several promotions:
Mark Klebe, CPA, PFS, CGMA, has been promoted to Senior Tax Manager. He joined the firm in 2013 as a Manager. Mark has 20 years of experience in public accounting and 12 years of experience in private industry as a Chief Financial Officer. He focuses his practice on tax services and business planning within the industries of healthcare and real estate. Mark earned his Bachelor's degree in Business Administration from the University of Central Florida.
Daniel Brock, CPA, has been promoted to Senior Tax Manager. He interned with LBA before working with a large regional firm in Boston. Daniel returned to LBA in 2006 as a full time Staff Accountant. He focuses on tax planning and business consultation with a variety of locally held businesses in industries including manufacturing, distribution, consulting, and software. Daniel attended the University of Florida, where he earned his Bachelor's degree in Accounting, and Boston College, where he earned his Master's of Accounting.
Therese Zeman, CPA, has been promoted to Senior Manager, Business Accounting Solutions. She has over 18 years of experience in tax and accounting focusing on small businesses and issues related to start-up, buy/sell arrangements, growing a company, succession planning, retirement, financing, consulting, tax planning and tax preparation. In her new role, Therese will oversee LBA's Business Accounting Solutions team. She earned a Bachelor's degree in Computer Science and went on to obtain an MBA, both from the University of Minnesota.
Jennifer Koopman, CPA, has been promoted to Senior Tax Manager. She joined LBA in 2007. Jennifer provides tax planning and preparation within the industries of healthcare, investment services, professional services and construction/real estate. Jennifer also specializes in state and local taxation. She earned both her Bachelor's in Accounting and Master's in Taxation from the University of Central Florida.
Oksana Gonzalez, EA, has been promoted to Tax Manager. She joined LBA in 2004 as a Staff Accountant. Oksana has over 11 years of public accounting experience and works with large, multi-state organizations, as well as small-to middle-market organizations, in industries such as professional services, healthcare and real estate. She specializes in foreign assets reporting as well as state/local taxation and planning. Oksana is originally from Sevastopol, Crimea and earned her Bachelor degree in Business Administration in Accounting from Kharkov State University (Ukraine).
The LBA Group provides accounting, consulting and wealth advisory services to closely held businesses, professional practices, not-for-profit organizations and high net worth individuals throughout Florida, the Southeast and Nationwide. The firm was recently ranked by Accounting Today as #6 on the list of top firms in the Gulf Coast Region that have headquarters in the State of Florida.