Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Harold Gatlin

The Villages, Florida

CPA, Tax Advisor and Preparer

Harold has been working with retired families, working families, and individuals for over 25 years. He especially enjoys helping those couples and individuals get the tax benefits they deserve for future tax planning, financial requirements and also small businesses and independent contractors with navigating self-employment tax rules and valid business expenses.

A West Virginia native, Harold graduated from Marshall University with Bachelor’s Degree in Business Administration, majoring in Accounting, and later moved to the Chicago area where he obtained his Master’s Degree in Education, subsequently earning his CPA certification. He served on the Indiana CPA Society’s Leadership Cabinet from 2009 through 2013. Harold is a member of the American Institute of Certified Public Accountants.

Harold worked as the Chief Financial Officer of a privately held business for more than ten years, but his heart was in helping others, particularly for those who do not know who to turn to for expert tax and planning help. He purchased a small tax and accounting firm, which grew over the years in both number of employees and those who relied upon us for our planning tax expertise. He has now transitioned and continuing a long-standing tax firm that has been in business many years in the villages.

Harold makes it his personal mission to ensure that retired couples and individuals know about all of the tax-saving opportunities available to them. He has a passion for serving those approaching and in retirement. He also has lived the challenges of launching a business and treasures every opportunity to help such individuals.

Recent years have been a whirlwind of tax law changes, from the pandemic to new rules for cryptocurrency and required minimum distributions from retirement investment accounts. Harold prides himself on staying available and accessible to those in this beautiful region who need a little tax guidance in these unprecedented times.