About Us

Rod M. Surrency, CPA

Email: rodcpa@verizon.net

Rod began his accounting career in August of 1979. He was admitted as a partner to the firm on January 1, 1986. As a partner, he is primarily in charge of planning and supervising tax, audit, and review engagements in a wide array of industries including healthcare, real estate, homeowners association, service, distribution, and manufacturing.

Education

  • University of Florida, BS Degree in Zoology
  • University of South Florida, BS/BA Degree in Accounting

Hobbies

  • Enjoys travel, golfing, fishing, and spending time with his family and friends.

 Professional and Civic Associations

  • Former Board of Govenor and current member of the Florida Institute of CPAs
  • Former President and current member of the Polk County CPAs
  • Winter Haven Chamber of Commerce
  • Winter Haven Chamber of Leadership Class IV 


Karen T. Clark, CPA

Email: karenslee@verizon.net

Karen joined the firm in January of 1990. Karen is responsible for the preparation of tax returns, financial statements and all aspects of payroll. She has worked on a myriad of tax and accounting projects including agribusiness, construction, homeowners associations, medical, real estate and service industries.  Karen also has considerable experience with managing audits in a diverse group of industries.

Education

  • Florida Southern College, Masters Degree in Business Administration with an Accounting Concentration, and BS Degree in Accounting

Hobbies

  • Enjoys car shows, gardening, the beach, and spending time with family

Professional and Civic Associations

  • Florida Institute of CPAs
  • Polk County CPAs
  • Winter Haven Chamber of Commerce

James C. Colyer, CPA

Email: jimcolyercpa@aol.com

Jim has over thirty years experience in both public and private accounting furnishing him with the necessary tools and experience.  He previously served as Chief Financial Officer for fifteen years with a prominent Tampa Bay business, helping to develop it from a small enterprise into a successful $30 million corporate group.  Jim has also practiced public accounting in the Atlanta and Tampa areas, becoming chief of staff and supervising a staff of over forty accountants. He has also presented various tax seminars for the Georgia Society of CPAs, Southern Federal Tax Institute and local business groups.

Education

  • University of Florida, BS/BA Degree in Accounting

Hobbies

  • Enjoys fishing, bow-hunting, spending time with family

Professional and Civic Associations

  • Florida Institute of CPAs
  • Winter Haven Chamber of Commerce
  • Brandon Chamber of Commerce
  • University of Florida Alumni Association

Sheryl Giles

Email: sherylgiles@verizon.net

Sheryl has more than 25 years of experience. Sheryl comes to our firm with a solid background in company management bookkeeping Sheryl heads up our write-up department, and she is well versed in various bookkeeping software, including QuickBooks® and Creative Solutions™. She works closely with clients and businesses by assisting them with setting up their general ledger and record keeping requirements. Sheryl also prepares necessary payroll and tax forms.

 

Contact us for accounting services when tax season is around the corner.
 

Our Office Hours are:
Monday - Friday
8:00 AM to 5:00 PM