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.
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.
Al Gagnon, E.A., Buelow Financial Services
Al comes to us from Massachusetts, where he earned a Bachelor of Science Degree in Business and Finance. He was employed by a Fortune 500 bank in Boston for twenty years, where he worked as an Estate and Trust Officer. He is also a graduate of the National Graduate Trust School at Northwestern University and focused on trust taxes and administration for his bank clients. Al came to Florida and joined the Buelow Team in 1996.
Although he is usually the first one in the office each morning, Al does enjoy traveling and playing cards with friends around the pool in his free time.
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.
Marilyn Reid, United Healthcare Agent
Marilyn started working in taxes in 2001, after taking the H&R Block Tax Course. She started with Buelow Tax Service in 2006 as an already seasoned tax consultant. In 2007 she became Licensed in Health Insurance for the State of Florida. When not working on her tax business, she is an Independent Career Agent with United Healthcare, specializing in Medicare Planning.
She attended Mt. San Antonio College in California before starting a 29 year career in the airline industry as a Flight Attendant, where she met her husband Bill. He also worked for a major airline as a pilot and retired in 1995. Both were based out of New York.
Marilyn and Bill moved to Florida from the Northeast in 1988. They both enjoy playing golf and tennis and traveling in their RV around the country whenever they have time.
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.
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.
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.
Our Founder: Dale Buelow, E.A.
Dale founded Buelow Tax Service in 1972 grounded in the beliefs of integrity, honesty and knowledge. Those are still our core values today.