Southwest Florida Chapter

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Brenna Abbott-Marzucco
(239) 289-8287

Stacy Carlson
(239) 254-1041

Jordan Boylan
(239) 482-5522

CPE Chapter Liaison
Matthew Muller
(239) 410-2532

Region III Representative
Michael Halfast
(813) 293-4175

Board of Directors

Paul Bernier
Kevin Carmichael
Steven Davis
Craig Harrington
Raymond Placid


Welcome to the Florida Institute of CPAs Southwest Florida Chapter page. Here you will find information of upcoming events involving our chapter.

Our chapter is committed to the accountancy profession through education, training and community involvement. Our members provide outstanding service to public and private institutions as well as individuals.

Please contact any one of our chapter officers if you have questions or need more information, and I look forward to seeing you at our next event.

Upcoming Events



Do you want to support a worthwhile community service program and have fun volunteering as a tax preparation counselor?  AARP Foundation Tax-Aide is the nation’s largest free, volunteer-run tax assistance and preparation service available to taxpayers with low-and middle-income, with special attention to those age 60 and older.  They also encourage younger taxpayers who may qualify for Earned Income and/or Child Tax Credits to come in and file at one of their sites.  More than 35,000 volunteers are available at over 5,000 sites nationwide every year from February 1st through April 15th.

Professional CPAs can be a valuable resource in helping to e-file tax returns as a Tax Counselor, Instructor, Site Coordinator, or filling other roles.  Continuing Education Credits are available for Tax Preparers, Instructors, and Quality Reviewers.  Tax Counselors and Instructors must be IRS trained and certified every tax season in January.  To volunteer, please visit their website now at to register for next season.   And please support their worthy cause by referring individuals who need to locate a site near them to their website or have them call toll free 1-888-227-7669.  AARP Tax-Aide is a nationwide service of the AARP Foundation offered in conjunction with the IRS.

Save the Date
  • January 2015: HBK Tax Update, Location TBA
  • April 2015: Gordon Spoor on Fiduciary Fraud, Fort Myers
  • May 2015: Attorneys, Bankers & CPAs (ABC) Social Mixer, Location TBA
Photos from another successful event on 9/19 - Million Dollar Interview