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Our Staff

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Teamwork of Our Staff is the Reason for Our Clients’ Success.
Your Success is Our Success

Lanese + Associates Staff:

Click on our staff member name to learn more about each of them

Nick Lanese
Rick Lanese
Rick Bennett
Karen B. Lanese
Brenda Stempson
Rick A. McCarthy
Jonathan K. Walliser
Kim R. Hann
Jana Goldberg
Tammy L. Zilz
Tim W. Eacret
Laurel Bourgeois

 


 


NICK LANESE, CPA* – PARTNER – Direct Phone Line: (941) 870-8918

Lanese + Associates Nick Lanese CPA and Partner

Nick Lanese, CPA – Partner

Nick, a partner in Lanese + Associates, was born and raised in Highland Heights, Ohio (a suburb of Cleveland). He graduated with honors in 1983 from John Carroll University in Ohio, with an accounting degree. Nick became a CPA. shortly thereafter and went to work for Cohen & Company in Cleveland, Ohio. Nick moved to Tampa in 1986 to escape Ohio’s harsh winters and went to work for a regional CPA firm located in downtown Tampa. He soon decided he wanted to be his own boss and founded Lanese + Associates, Inc., in 1987.Nick is married to Karen S (21 Years) and has three children. He is passionate about family. He is also passionate about bringing value to clients and a deep understanding of his clients’ businesses. His hobbies include golf, reading and word games.

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RICK LANESE, CPA* – PARTNER – Direct Phone Line: (813) 938-2455

Rick Lanese CPA and Partner

Rick Lanese, CPA and Partner

Rick (Nick’s brother), a partner in Lanese + Associates, was also born and raised in Highland Heights, Ohio, and graduated from John Carroll University in 1981. Rick earned his CPA certificate but went to work in industrial accounting (LTV Steel Company) rather than the public accounting field. Rick left the snow behind in 1987.He worked as a controller for a general contractor until 1993. Rick graduated from the University of South Florida (USF) with a MBA in May 1993 at which time he moved to Tennessee with his wife, where he worked for the City of Chattanooga as a financial / legislative analyst. Finally, in 1997 he moved back to Florida to become Nick’s partner at Lanese + Associates, Inc.

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RICK BENNETT, CPA* – PARTNER – Direct Phone Line: (941) 870-8909

Rick Bennett CPA and Partner

Rick Bennett, CPA and Partner

Rick is a partner in our tax, and A & A department with twenty-five years of public accounting experience. His main area of expertise is in the tax arena, but also has experience with audited, reviewed, and compiled financial statement preparation. He has been a QuickBooks ProAdvisor for over fifteen years and is familiar with a wide variety of accounting software. He is a member of the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants, and the Illinois Certified Public Accounting Society.Rick earned a degree in accounting and a degree in finance from Eastern Illinois University. Rick is married with two grown sons. He relocated to the Tampa area from Chicago in September of 2008. He enjoys traveling, boating, the beach, playing poker, and hanging out with friends and family.

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KAREN B. LANESE, CPA* – PRINCIPAL –Direct Phone Line: (813) 938-2453

Karen B. Lanese CPA Principal

Karen B. Lanese, CPA Principal

Karen specializes in individual taxes, trusts, estates and non-profits. Karen graduated from Kent State University (Ohio) with a Bachelor’s in Accounting, from the University of Akron with a Master’s of Taxation and from the University of South Florida with a Ph.D. in Business. She holds an active CPA license in Florida. Karen started her accounting career with Cohen & Company in Cleveland where she met her husband Rick. Upon moving to Florida, she worked in tax for one of the then “Big Six” firms in Tampa. After completing her Ph.D., Karen taught at the University of Tennessee, Chattanooga for four years. For the past 11 years, Karen has worked alongside Rick and Nick in their accounting business.

Karen finds challenge and satisfaction in assisting her clients navigate changes they face in their lives. A significant aspect of her work involves helping clients understand and take charge of new responsibilities when the need arises. Whether working with newly retired individuals, individuals who have lost a spouse or with families facing the challenges of administering a trust or estate, Karen tries her best to educate and assist to make the process less frustrating for those involved. It is really the people aspect of the business that keeps her coming to work each day.

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BRENDA STEMPSON, CPA* – MANAGER – Direct Phone Line: (813) 938-2458

Brenda Stempson CPA Manager

Brenda Stempson, CPA Manager

A significant part of Brenda’s work involves tax and financial statement preparation for business owners. She believes in helping business owners and professionals utilize accounting information as a tool for being more successful. She holds an active CPA license in Florida, a Bachelor’s degree in Accounting from George Mason University and an MBA from Regis University. She has worked in for-profit and non-profit companies before working in public accounting beginning in 2001. In her spare time she enjoys cooking, golfing and hanging out at the beach with great friends and her husband of 37 years.

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RICK A. MCCARTHY – SENIOR ACCOUNTANT – Direct Phone Line: (941) 870-8907

Rick A. McCarthy - Senior Accountant

Rick A. McCarthy – Senior Accountant

Richard A. McCarthy, Senior Tax Accountant / Cost Segregation Specialist
Member of American Society of Cost Segregation Professionals(ASCSP)Rick’s primary responsibilities include federal and state tax compliance, tax planning and research for corporate, partnership, estate, trust and individual tax situations. Rick has worked in public accounting for thirty years and has over fifteen years experience in estate, trust and gift tax. For the past six years, Rick has invested substantial time in developing experience and expertise in the Cost Segregation fixed asset area. His years of experience and specialized knowledge make Rick a valuable resource within the Lanese & Associates family.

Rick graduated in 1983 with a B.A in Accountancy from The University of South Florida. He has consistently added to his original base of knowledge through continuing education and is committed to assisting his clients reach the best possible outcome on their taxes.

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JONATHAN K. WALLISER, CPA* – MANAGER- Direct Phone Line: (813) 938-2459

Jonathan K. Walliser, Manager

Jonathan K. Walliser, CPA Manager

Jonathan is a Manager who deals primarily with individual, corporate, and partnership accounting and tax related work. He is also proficient in helping clients organize and maintain their accounting records. He started his career at Lanese + Associates as an intern in July 2007 progressing to full time in July 2011. Jonathan graduated with a Bachelor of Science degree in Accounting from the University of South Florida in the spring of 2011. Jonathan is married and enjoys tennis and many other outside activities with friends and family

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KIM R. HANN – SARASOTA OFFICE MANAGER – Direct Phone Line: (941) 870-8919

Kim R. Hann, Sarasots Office Manager

Kim R. Hann, Sarasots Office Manager

Kim started full-time with Lanese + Associates in May of 2009. Over the past 28 years, Kim has worked in an office environment wearing many hats including accounts payable, accounts receivables, purchasing, receptionist, file clerk, inside and outside sales and even some controller duties She enjoys training and assisting clients to better use QuickBooks and the other services our firm offers. Kim enjoys working both remotely or on-site to better assist clients. Kim strives to provide high level customer service that goes beyond merely reconciling accounts but aims to provide meaningful data for use in year-end planning and decision making. Her primary duties include monthly, quarterly and annual bookkeeping including payroll, sales and other tax processing. She has two children and one grandson who along with her Pug Harley are the joys of her life. When not working, she enjoys NASCAR, football and hanging out with family and friends. The friends have grown to include some very special clients. Kim is the friendly voice you often get when you call the Sarasota office.

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JANA GOLDBERG – TAMPA BAY OFFICE MANAGER – Direct Phone Line: (813) 938-2451

Jana Goldberg, Tampa Bay Office Manager

Jana Goldberg, Tampa Bay Office Manager

Jana joined the team at Lanese + Associates in December 2004. We like to call her the “Director of First Impressions” for the Sun City Center office. Jana is the friendly voice you hear when you call the Sun City office, she greets clients and helps them with their paperwork, she is our main accounts receivable person and can help if you have a query on your account, she processes and electronically files tax returns and also prepares and processes payroll tax returns. Before Lanese, Jana worked as administrative support in another CPA office, and in hospitality in the hotel and restaurant industries. Jana enjoys spending time with family and friends, going to concerts and musicals, travel and eating out.

 

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TAMMY L. Zilz – Client Service Specialist – Direct Phone Line: (813) 938-2450

Tammy L. Zilz, Staff Lanese + Associate Client Service Specialist

Tammy L. Zilz,  Client Service Specialist

Tammy joined the staff of Lanese + Associates in November 2007. She has over 20 years experience in bookkeeping and routine business compliance activities. Tammy enjoys assisting clients with monthly, quarterly and YE bookkeeping whether in-house, on-site or in the Cloud. She is highly involved with payroll processing, the related tax returns and year-end filings whether live or after the fact. In addition, Tammy assists our QuickBooks Cloud and online payroll clients with set-up and training. You’ll also catch Tammy answering the phones, greeting clients and providing administrative support to the Sun City Center office when needed. Her joy in life comes from her three children and growing number of grandchildren.

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TIM W. EACRET – STAFF MEMBER – Direct Phone Line: (813) 938-2470

Tim W. Eacret Lanese + Associates Staff Member

Tim W. Eacret Staff Member

Tim joined the staff of Lanese + Associates in June 2011. Prior to joining the firm, he had 20 years experience in public accounting and an additional 11 years experience in the private sector. Tim assists clients with their monthly, quarterly, and annual bookkeeping needs whether in house, on site or in the cloud. He is experienced in payroll processing, live or after the fact, including the related tax returns. When he is not at work, he enjoys the time he spends with family and friends and all outdoor activities – especially scuba diving.

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LAUREL BOURGEOIS- STAFF ACCOUNTANT – Direct Phone Line: 813-938-2456

Laurel Bourgeois Lanese + Associates Staff Member

Laurel Bourgeois
Staff Accountant

Laurel started full time at Lanese and Associates in January of 2015. She received a Bachelors of Science degree from the University of West Florida with a major in Accounting and a minor in Business Management. She is currently enrolled at the University of South Florida to complete the additional requirements to sit for her CPA exam. Prior to Lanese, she worked in the mechanical engineering and construction industries. She is married with one daughter and enjoys spending her time swimming, at the beach, and hanging out with friends and family.

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