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.
Sarah E. MathisOffice Manager/Tax Preparer
Sarah E. Mathis is a graduate of Florida Gulf Coast University where she earned her Bachelor of Science in Business Management in 2018. Sarah is fourth generation Floridian and grew up right here in Cape Coral. Since she was young she has always held a special place in her heart for small business as both of her parents are small business owners. After working in the Firm for over 3 years, Sarah expanded her position to include tax preparation using the knowledge gained from employment. She is currently working to become an Enrolled Agent (EA) with the Internal Revenue Service to further her knowledge of personal taxes and to include business tax preparation.