Meet Our Team
Get to know our team by reading their brief biographys.
Julie W. Mathis, CPAManaging Partner
Julie W. Mathis is a graduate of the University of South Florida where she received her Bachelor of Arts in Business Administration in 1982. Mrs. Mathis is a native Floridian and worked for five years in her hometown on the East Coast of Florida before moving to Cape Coral. She has been with the Firm since her relocation to Southwest Florida in 1988. Mrs. Mathis is a member of the Southwest Florida Chapter of the National Association of Women in Construction, volunteers for various organizations, and currently serves on the Finance Committee for the School Board of Fort Myers Christian School. She is licensed as a Certified Public Accountant in Florida and is a member in good standing of the Florida Institute of Certified Public Accountants and the American Institute of Certified Public Accountants.
Dale A. Gnatek, EAPartner
Dale A. Gnatek, received his Enrolled Agent credential from the IRS in 2003. He holds an Associate’s Degree in Accounting and had the opportunity to utilize his education in private industry including manufacturing, industrial/commercial construction and the non-profit sectors, prior to entering the public accounting field with the Firm. Mr. Gnatek is a transplanted Upstate New Yorker and made Southwest Florida home in 1993, following annual visits since 1983. In addition to his support of the Arts and various animal welfare leagues, he has held the position of Church Treasurer since 2011 for St. John the Apostle, MCC. Mr. Gnatek is the Firm’s Authorized Representative for the IRS’ Certifying Acceptance Agent Program and is a member of the National Association of Tax Professionals (NATP).