Jerry has been preparing tax returns for 51 years. He holds a Bachelor’s degree in Finance from the University of Florida and a Master’s degree in Finance from the University of Phoenix. He was the Tax Manager for a CPA firm in Jacksonville, Florida for 22 years. Jerry obtained his EA designation

in 2000. He currently sits on the Board of Directors for the Florida Society of Enrolled Agents, and served as past state president of the Institute of Management Accountants of Florida. He has held numerous positions and served on ad hoc committees for the Florida Society of Enrolled Agents.

His tax work includes both entity and personal returns. He is in the third year of having his own tax practice in Lake City, Florida.