our story
Village Tax and Accounting Solutions LLC is based in Central Florida, and has been delivering professional services to small businesses and individuals for more than a decade. We are owned and operated by Villages’ residents to address
the unique needs of The Villages, and surrounding communities and towns. We offer an array of services that can help you meet your financial goals, with expert advice from our professional accounting team.
Our team members are qualified, highly educated, and experienced professionals in both financial and tax accounting. We have the experience necessary to execute the job in accordance with federal and state tax laws and regulations,
and can make sense of your receipts, bills and notices. Our team of professionals work with you throughout the year to develop and implement tax and financial strategies to help you achieve your financial goals.
Your privacy is important to us. Information you share with your accountant/preparer is strictly confidential. We only provide your information to a third party with your written consent.
our mission
Our Mission is to provide individuals and small business owners with superior personalized tax, accounting and consulting services, to help them achieve their financial goals. We want to ensure our clients come first for their financial
needs, and strive to provide continuous and timely communications. We employ good business practices, value accountability, and have a team of business professionals who are innovative, resourceful, and dedicated to providing our
services with integrity and excellence.
regina
duffy,
CPA
Owner of Village Tax & Accounting Solutions, LLC.
Regina completed her undergraduate studies with a Bachelor’s Degree in Arts, Economics and Government at Connecticut College, and received her Master’s Degree in Business Administration from Hofstra University. She has more than 20
years of corporate financial experience working in the US, and internationally, and has held senior financial positions with Arthur Anderson, Nike and Goodyear Tyre and Rubber Holdings. She took over the Village Tax and Accounting
Solutions business in 2015. Regina is an active member of the American Institute of Certified Public Accountants (AICPA) and the NYS Society of CPA
joyce
kelly
Accountant – Tax Professional
Joyce has been in the accounting and tax industry for more than 30 years, working in multiple accounting firms in tax preparation and accounting services. During her prior experience, she was the owner of her own accounting firm for
16 years in a CPA capacity in North Carolina. Her prior financial experience enables her to cover multiple roles at Village Tax and Accounting Solutions for both small business, as well as individuals.
Bob
lundeen,
EA (Enrolled Agent), ChFC (Chartered Financial Consultant)
Bob gained experience with income tax preparation while working full time, and in retirement after 35 years as a computer systems analyst. His educational achievements include graduation at Illinois State University with a BS in Accounting
in 1981, passing the Illinois CPA exam in 1982, and earning a MS in Information Technology at Illinois State University in 1998. Bob and his wife Amy retired to The Villages in 2014 and enjoy crafts, golf, water sports, and Cubs
baseball!
sage
LAFAYETT
Senior Accountant
Sage is a senior accountant for Village Tax and Accounting Solutions, LLC. He completed his undergraduate studies and received a Bachelors Degree in Accounting from Phoenix University. He has more than 20 years of work experience in
accounting, computer technology, software development and in a supervisory capacity. He joined Village Tax and Accounting Solutions in 2016, and he works in all facets of tax and accounting including bookkeeping, payroll, and tax
preparation.
martha
davis
Accountant
Payroll Specialist; Notary Public. Martha has a BS in Business Administration from the University of Illinois and has 14 years of experience in accounting and bookkeeping; she joined Village Tax & Accounting in January 2018. Her
past job experiences include hospital supply department management, DME sales, service and patient education, pharmaceutical sales, and working at a non- profit organization supporting stroke survivors and their caregivers through
weekend retreats.
mary anne
worth
Office Administrator
Mary Anne joined Village Tax and Accounting Solutions LLC in 2016. Her prior years of corporate experience in various positions and levels in Verizon in the Human Resources and Compensation fields have brought an added level of professionalism
to the team. She provides administrative support to the entire team, and works closely with the accountants to manage day-to-day office operations.
kevin
davis
Accountant
Kevin received his Bachelor’s Degree in Economics from the University of Illinois. His experience includes general bookkeeping and sales tax.
rudy
Office Greeter
Welcomes clients at the front door and offers comfort when clients experience stressful tax situations. He also welcomes the other four-legged animals that come with their humans.
