Marcia Ling, E.A., Office Manager
Marcia is a native of Illinois – she grew up in north central Illinois, lived in the Chicago suburbs and also downstate, before coming to Florida. Her arrival in Florida in 2002 was the beginning of a second career in tax preparation. Her prior experience was in banking, lending, and brokerage.
She came to Buelow Tax Service in 2011 as part of a transition. Although most of her duties managing the office keep her busy, Marcia does retain a few tax clients. Her love for working with numbers allows her to continue using that strength to help her clients discover and receive all they are entitled to on their tax returns in the form of deductions, credits, etc.
She enjoys traveling with her husband, Cy; and special interests include her grandchildren, downhill skiing, bridge, church choir, golf, and reading. email@example.com
Heather Grincavitch, E.A., Office Manager
Heather is a native to Massachusetts and has moved to Florida after her husbands retirement in 2010. She has worked various positions such as with The Dow Jones as a computer programmer and than various experiences as a broker for real estate, and mortgage, as well as an insurance agent and Edward Jones brokerage firm administrator.
She has worked as a tax counsultant since 2007 and in 2012 advanced as an assitant to District Manager for HR Block as well as a manager her own office. Heather has been working with Buelow Tax team since 2011 and now concentrates all her attention to help manage the office at Buelow Tax Service, she still processes a few returns and follows up with IRS audit assistance.
Heather enjoys reading, traveling especially to see family up north, singing and gathering at church activities. firstname.lastname@example.org
Virginia Clayton, Tax Consultant
Virginia has been a member of the Buelow family for 35 years! She started doing taxes with Dale in 1975. Virginia earned a Bachelor’s Degree in Accounting from the University of Buffalo in New York, where she grew up. Prior to coming to Florida, she worked in public accounting with a CPA firm in Aurora, New York for nine years.
Virginia feels that many of her clients are old friends, and we’re sure that many of them feel the same way about Virginia. email@example.com
Diana Beveridge, E.A.
Diana Beveridge was born and grew up in Taiwan, Republic of China. The family immigrated to United States in 1973. Diana has a BS degree in Accounting and MBA from Nova Southeastern University. She retired from the local telephone company after 33 years. She had held positions at the telephone company as Demand Forecaster, DSL Product Manager and Fiber Engineer. While working for the phone company, she also worked part time during tax seasons for H & R Block in various offices since 1986. Diana is an Enrolled Agent since 1990’s that allows her to represent client with IRS. She is knowledgeable in both Individuals and Business (simple & complex) tax returns. Diana enjoys meeting people, providing tax planning and challenges of each tax return presents. Diana.firstname.lastname@example.org
Carol Brown, E.A., C.A.A, Tax Consultant
Carol moved to Florida from North Carolina where she worked in senior health care finance executive positions for 17 years. She started a mobile document destruction company based in Charlotte County in 2002 and ran it for 7 years. She earned a Bachelor of Business Administration degree in Public Accounting from Baruch College, New York City, and a Master of Business Administration degree from Webster University, St. Louis, MO.
Carol’s outside interests include photography, reading, and bird watching. Carol.email@example.com
Cherie Burnette, E.A.
Cherie has spent 35 years living overseas, running production for US companies. She has also own 2 businesses of her own. Returning to the US and Florida in 2007 she started working for H & R Block and became an enrolled agent with the IRS. She likes working with her clients helping them understand how the tax laws work so that they can plan for the future. Cherie.firstname.lastname@example.org
Alice Hite, E.A.
Alice was born and grew up in China, has master degree in business administration. She was a director of International Convention Department before coming to the United States in late 1980’s. She worked for medical manufacture company as a manager of International Sales and Marketing Department in Santa Cruz, CA. Alice moved to FL in 1997 after my husband retired. Since then, she has been working as tax advisor for HR Block. She is very knowledgeable in tax laws in the area of individual, business and trust she is also an enrolled agent with the IRS.
Alice enjoys what she is doing, and likes to give the clients advise base on their situation she also likes to help with tax planning for their needs. Alice.email@example.com
Barry Reinmiller, Tax Consultant
Barry’s strength as a tax professional is his empathetic ability to help his clients understand their tax obligation and how their return is calculated.
A native of Pennsylvania and a former mathematics teacher, Barry enjoys interacting with his clients and making them feel at ease. With eleven years of tax preparation experience, Barry is a well qualified member of the Buelow team.
In his spare time, he enjoys sailing and woodworking. Barry.Reinmiller@tax.hrblock.com
Margaret Ryan, E.A.
Margaret is a Iowa native that has lived in Missouri, Louisiana, and Texas before settling permanently in Florida. She earned a degree from University of Houston Clear Lake in Business Administration Marketing. Her business experience includes careers in the Health Insurance and Mortgage Banking fields. After taking several years off to start a family she has found a new career in Tax Preparation. After several years Margaret became an enrolled agent with the IRS and enjoys researching and helping clients with their taxes.
Margaret enjoys spending time with her family, volunteering, jigsaw puzzles and is an avid runner. Margaret.firstname.lastname@example.org
Jack Anderson, Tax Consultant
Jack is a native of Connecticut and earned a Bachelor of Science in Accounting at Boston University. He enjoyed a 35 year career working in accounting and finance as a CPA, which included serving as Chief Financial Officer for several different computer technology companies in New England and California. Jack has added his vast experience and talents to the Buelow Team since 2006.
Jack works hard to understand all the potential tax issues as they relate to each individual client and then make recommendations to optimize their present and future tax situation. He enjoys finding opportunities to improve his clients overall financial situation. John.email@example.com
Katherine Vail, E.A., Tax Consultant
Kathie was born and raised in a small farming town in South Dakota. After graduating from high school she went to business school and then to Minnesota where she worked and met her husband of 46 years. When she moved to Atlanta she worked for an attorney managing all the bookkeeping accounts. From there she started her own business in bookkeeping and took the H&R Block Tax Course in 1998. After retiring and traveling she moved to Florida and continued doing taxes in Punta Gorda. She joined Buelow Tax Service in 2013. She has 2 children and 5 grandchildren.
Kathie enjoys working with her clients in helping them with their tax issues, and also doing research and keeping current with the tax changes. Katherine.firstname.lastname@example.org
Tricia Hinds-John, Client Experience Coordinator
Tricia is from the beautiful Caribbean Island of Barbados. This charismatic professional has extensive background in communications, and sound knowledge of financial operations from the Central Bank of Barbados. Tricia grew up in a family-owned cosmetology business which inspired her to travel abroad to expand her horizon in business. Her accomplishments have led her to lead an energetic high paced daily schedule as vocational cosmetology instructor, customer service professional, and devoted mother.
Enjoying each moment as a gifted miracle, she spends her time coaching self-development seminars, going on beach picnics, and preparing cultural dishes. Tricia.email@example.com
Jenifer Wise, Receptionist
Jeni joined the Buelow Team in 2014. She hails from Illinois, but has lived in exciting cities like Atlanta and Nashville. Her family settled in Port Charlotte in 2011. Her experience in Financial and Insurance came from corporations in Georgia and Illinois. Taking the Tax Class is now checked off her Bucket List.
Her favorite part of her job is greeting clients at the Front Desk. Her husband Deni is a DJ, so in her spare time you will find her on the dance floor.
Penny DeClerico, Tax Return Assembly
Penny is a third generation Floridian. She grew up in Sarasota and attended Patricia Stevens College, an all girls’ college in Tampa, FL. In 1982 she started with a brand new CPA firm in Sarasota, working for them for eleven years. In 1993 she moved to Venice and worked for another CPA firm until 2003. Since 2003 she has just worked during tax season. She joined Buelow Tax Service in 2013.
Penny and her late husband of 39 years have two children, and three grandsons. When not cheering on the sidelines, she enjoys horseback trail riding, her English Bulldog, and spending time with her “Steel Magnolia” girlfriends. She is also an honorary member of the Vietnam Veterans Assoc., Chapter #1037.
Barbara Robertson, Tax Return Assembly
Barbara is a native of Connecticut and has an Associate Degree in Accounting. She has worked for 22 years with a CPA firm and 21 years for an Independent Insurance Agency. She retired to Punta Gorda 10 years ago with her husband, Peter, of 50 years. They have one daughter, one son, and two grandsons.
She joined Buelow Tax Service in 2013. Barb enjoys walking, golfing, kayaking, and going to Connecticut for the summer to spend time with family and friends.
Jennifer Angstadt, Client Service Professional
Jennifer originates from Trinidad West Indies. After graduating from St Joseph’s Convent Port-of Spain, she started her banking career. In 1980 she migrated to Virginia with her husband where she attended Germanna Community College and obtained a degree in Business, majoring in Banking and Finance. In 1990 she moved to Punta Gorda and continued her banking career.
She started working for Buelow Tax Service in 2015. Her hobbies include shelling on the beach, cooking, and Zumba.
Although no longer tax consultants for Buelow Tax Services the following are still available at Buelow Financial Center.
Dale Buelow, President Emeritus, E.A., RFC, CFP
with Acumen Wealth Advisors at Buelow Financial Center
Al Gagon, Vice President, CFP
with Acumen Wealth Advisors at Buelow Financial Center
Marilyn Reid, United Healthcare Agent
at Buelow Financial Center