CPA Tracker
Total: 87
Active: 67
Overdue: 67
Due Soon: 0
On Track: 0
Not Contacted: 20
Platinum
Weekly (7 days) • 5 firms
| Status | Firm | Contact | Phone | Zone | Contact Method | Priority | Last Visit | Scheduled | Actions |
|---|---|---|---|---|---|---|---|---|---|
| Overdue |
Directax
Jacksonville
|
Tracy Frank | — | PRIMARY | Physical Stop | Normal | 2026-09-30 | — | |
| Overdue |
Fresh Start Debt Relief - Tax Resolution
Jacksonville
|
MICHAEL CEASER | 904-723-3555 x166 | PRIMARY | Physical Stop | Normal | 2026-07-23 | — | |
| Overdue |
LM ACCOUNTING & PAYROLL SERVICES LLC
Jacksonville
|
— | — | PRIMARY | Physical Stop | Normal | 2026-09-29 | — | |
| Overdue |
Taxsmart Accounting Services LLC
Jacksonville
|
Roberto Gonzalez | — | PRIMARY | Physical Stop | Normal | 2026-08-14 | — | |
| Overdue |
Zorro Tax y Servicios Profesionales Inc.
Jacksonville
|
— | — | PRIMARY | Physical Stop | Normal | 2026-07-23 | — |
Gold
Weekly (7 days) • 6 firms
| Status | Firm | Contact | Phone | Zone | Contact Method | Priority | Last Visit | Scheduled | Actions |
|---|---|---|---|---|---|---|---|---|---|
| Not Contacted |
Calibra/Maige & Sizemore, CPA, Pa
Jacksonville
|
— | — | PRIMARY | Physical Stop | Normal | Never | — | |
| Overdue |
Debbie's Accounting Services Inc
Jacksonville
|
DEBBIE CREGO | — | PRIMARY | Physical Stop | Normal | 2026-09-24 | — | |
| Overdue |
Elite Tax & Accounting
Jacksonville
|
Jeanette Mendez | — | PRIMARY | Physical Stop | Normal | 2026-07-23 | — | |
| Overdue |
George R. Hentschel Cpa
Jacksonville
|
GEORGE HENTSCHEL | — | PRIMARY | Physical Stop | Normal | 2026-07-23 | — | |
| Overdue |
Holtz & Associates PA
Jacksonville
|
Richard Holtz | — | PRIMARY | Physical Stop | Normal | 2026-07-23 | — | |
| Overdue |
Vesna Beger CPA
Jacksonville
|
— | — | PRIMARY | Physical Stop | Normal | 2026-07-22 | — |
Silver
Bi-Weekly (14 days) • 23 firms
| Status | Firm | Contact | Phone | Zone | Contact Method | Priority | Last Visit | Scheduled | Actions |
|---|---|---|---|---|---|---|---|---|---|
| Overdue |
Ashmore & Ashmore
Havana
|
Jimmy/Sharon Ashmore | — | REMOTE | Physical Stop | Normal | 2026-07-23 | — | |
| Overdue |
Bookkeeping Solutions Of Jacksonville, Inc.
Jacksonville
|
Hang D Lawry | — | PRIMARY | Physical Stop | Normal | 2026-07-22 | — | |
| Overdue |
Brett Isaac
Jacksonville
|
Brett Isaac | — | PRIMARY | Physical Stop | Normal | 2026-07-16 | — | |
| Overdue |
Brown Accounting & Tax Services Llc
Jacksonville
|
Veronica Brown | — | PRIMARY | Physical Stop | Normal | 2026-07-23 | — | |
| Overdue |
Dewey Jetton CPA
Quincy
|
Dewey Jetton | 850-627-9528 | REMOTE | Physical Stop | Normal | 2026-08-10 | — | |
| Overdue |
Enofe & Associates Llc
Jacksonville
|
Dr Augustine Enofe | — | PRIMARY | Physical Stop | Normal | 2026-07-21 | — | |
| Overdue |
Erwin Fountain & Jackson P.A.
Jacksonville
|
KEVIN JACKSON | — | PRIMARY | Physical Stop | Normal | 2026-07-09 | — | |
| Overdue |
Fordham Tax Services Inc
Jacksonville
|
— | — | PRIMARY | Physical Stop | Normal | 2026-07-23 | — | |
| Overdue |
Golden Apple Agency
Jacksonville
|
Tanya Akimenko | — | PRIMARY | Physical Stop | Normal | 2026-07-21 | — | |
| Overdue |
Graci Tax & Accounting Inc
Jacksonville
|
KATHERINE GRACI | — | PRIMARY | Physical Stop | Normal | 2026-08-11 | — | |
| Overdue |
Green, Kevin Cpa
Jacksonville
|
Kevin Green | — | PRIMARY | Physical Stop | Normal | 2026-07-22 | — | |
| Overdue |
James M Tilbrook CPA
Jacksonville
|
JAMES TILBROOK | 904-477-3369 | PRIMARY | Physical Stop | Normal | 2026-07-14 | — | |
| Overdue |
Max T Clark CPA
Quincy
|
Max Clark | — | REMOTE | Physical Stop | Normal | 2026-07-21 | — | |
| Overdue |
Portnoy CPA
Jacksonville
|
JAY PORTNOY | — | PRIMARY | Physical Stop | Normal | 2026-07-22 | — | |
| Overdue |
Ralston & Company CPAs
Jacksonville
|
BRUCE SHEALY | — | PRIMARY | Physical Stop | Normal | 2026-07-16 | — | |
| Overdue |
Ross Hughes & Associates, Cpas, Pllc
Jacksonville
|
Heather Hughes | — | PRIMARY | Physical Stop | Normal | 2026-07-22 | — | |
| Overdue |
Roy Miller & Associates CPA
Jacksonville
|
ROY MILLER | — | PRIMARY | Physical Stop | Normal | 2026-07-15 | — | |
| Overdue |
Selander & Associates
Jacksonville
|
Guy Selander | — | PRIMARY | Physical Stop | Normal | 2026-07-13 | — | |
| Overdue |
Sizemore & Associates Cpa'S Public Llc
Jacksonville
|
Mark Sizemore | 904-661-1962 | PRIMARY | Physical Stop | Normal | 2026-07-22 | — | |
| Overdue |
Stevens, Powell & Company P.A.
Jacksonville
|
Judy Powell | — | PRIMARY | Physical Stop | Normal | 2026-07-01 | — | |
| Overdue |
Tulika Arun
Jacksonville
|
Tulika Arun | — | PRIMARY | Physical Stop | Normal | 2026-07-23 | — | |
| Overdue |
Universal Accounting & Financial Services Inc.
Jacksonville
|
Yvette Rashid | — | PRIMARY | Physical Stop | Normal | 2026-07-31 | — | |
| Overdue |
Wilkinson, Garrard & Clements
Jacksonville
|
MARK WILKINSON | — | PRIMARY | Physical Stop | Normal | 2026-07-22 | — |
Bronze
Monthly (30 days) • 53 firms
| Status | Firm | Contact | Phone | Zone | Contact Method | Priority | Last Visit | Scheduled | Actions |
|---|---|---|---|---|---|---|---|---|---|
| Not Contacted |
Accusure Tax & Planning Services
Callahan
|
— | — | PRIMARY | Physical Stop | Normal | Never | — | |
| Not Contacted |
B.A.T.S. Accounting
Hilliard
|
— | — | PRIMARY | Physical Stop | Normal | Never | — | |
| Overdue |
Black CPA & Associates
Jacksonville
|
Paul Black | — | PRIMARY | Physical Stop | Normal | 2026-07-23 | — | |
| Overdue |
Bookkeeping And Accounting Of Florida Inc
Jacksonville
|
Juliya Moody | — | PRIMARY | Physical Stop | Normal | 2026-07-21 | — | |
| Not Contacted |
CARANGUE & CARANGUE, P.A.
Jacksonville
|
— | — | PRIMARY | Physical Stop | Normal | Never | — | |
| Not Contacted |
Cloud Accounting & Consulting Inc
Fernandina Beach
|
— | — | PRIMARY | Physical Stop | Normal | Never | — | |
| Not Contacted |
Collins Accounting And Tax Services Inc
Havana
|
— | — | REMOTE | Physical Stop | Normal | Never | — | |
| Overdue |
Cornelius & Leon
Jacksonville
|
Sonja Campbell | — | PRIMARY | Physical Stop | Normal | 2026-07-20 | — | |
| Not Contacted |
Country Law & Tax Service Inc
Callahan
|
— | — | PRIMARY | Physical Stop | Normal | Never | — | |
| Overdue |
Courson & Stam Cpas Llc
Fernandina Beach
|
— | — | PRIMARY | Physical Stop | Normal | 2026-09-15 | — | |
| Not Contacted |
Dawn A Lunt Inc
FERNANDINA BEACH
|
— | — | PRIMARY | Physical Stop | Normal | Never | — | |
| Overdue |
D&B Tax Group Llc
Jacksonville
|
Ali Mokhberolsafa | — | PRIMARY | Physical Stop | Normal | 2026-07-20 | — | |
| Not Contacted |
Dc Tax And Accounting
Fernandina Beach
|
— | — | PRIMARY | Physical Stop | Normal | Never | — | |
| Overdue |
Dorco Enterprises Llc
Fernandina Beach
|
— | — | PRIMARY | Physical Stop | Normal | 2026-09-15 | — | |
| Not Contacted |
Doss Weeks Cpa'S
Fernandina Beach
|
— | — | PRIMARY | Physical Stop | Normal | Never | — | |
| Overdue |
Farmand Farmand & Famand Pa
Fernandina Beach
|
— | — | PRIMARY | Physical Stop | Normal | 2026-09-15 | — | |
| Overdue |
Freeborn @ Assoc
Jacksonville
|
Paul Freeborn | — | PRIMARY | Physical Stop | Normal | 2026-07-22 | — | |
| Overdue |
Ftb Business Solutions
Jacksonville
|
FRANCESCA TENEBRUSO | — | PRIMARY | Physical Stop | Normal | 2026-07-21 | — | |
| Overdue |
Gabriel & Assoc CPAs PA
Jacksonville
|
John Gabriel | — | PRIMARY | Physical Stop | Normal | 2026-07-21 | — | |
| Overdue |
GABRIEL FINANCIAL, LLC
Jacksonville
|
Cole Gabriel | — | PRIMARY | Physical Stop | Normal | 2026-07-15 | — | |
| Overdue |
George R. Parnaby Jr. Cpa
Jacksonville
|
GEORGE PARNABY JR | — | PRIMARY | Physical Stop | Normal | 2026-07-22 | — | |
| Overdue |
Grace Tax Services
Havana
|
— | — | REMOTE | Physical Stop | Normal | 2026-07-21 | — | |
| Not Contacted |
Grogg Bookkeeping
Yulee
|
— | — | PRIMARY | Physical Stop | Normal | Never | — | |
| Overdue |
Hanna Tax Services PLLC
Jacksonville
|
Nabil Hanna | — | PRIMARY | Physical Stop | Normal | 2026-07-20 | — | |
| Overdue |
Harold Bachner Cpa
Jacksonville
|
Harold Bachner | — | PRIMARY | Physical Stop | Normal | 2026-07-16 | — | |
| Overdue |
Harrison Bookkeeping
Jacksonville
|
Andrea Harrison | — | PRIMARY | Physical Stop | Normal | 2026-07-20 | — | |
| Not Contacted |
H&G Tax Solutions
Fernandina Beach
|
— | — | PRIMARY | Physical Stop | Normal | Never | — | |
| Overdue |
Howe & Williams, Cpa
Jacksonville
|
BOBBY WILLIAMS | 9004-296-0066 | PRIMARY | Physical Stop | Normal | 2026-07-16 | — | |
| Overdue |
James R Ward Cpa
Jacksonville
|
JAMES WARD | — | PRIMARY | Physical Stop | Normal | 2026-07-15 | — | |
| Not Contacted |
Johnson Lambert
JACKSONVILLE
|
— | — | PRIMARY | Physical Stop | Normal | Never | — | |
| Overdue |
Julie Williams, Ea
Jacksonville
|
JULIE WILLIAMS | — | PRIMARY | Physical Stop | Normal | 2026-07-22 | — | |
| Not Contacted |
Kiely & Associates Inc
Yulee
|
— | — | PRIMARY | Physical Stop | Normal | Never | — | |
| Overdue |
Magnolia Taxes & Multi Services
Quincy
|
Medina Parra | 850-694-2970 | REMOTE | Physical Stop | Normal | 2026-07-21 | — | |
| Overdue |
Mathews & Cripe Llc
Jacksonville
|
Steve Mathews | — | PRIMARY | Physical Stop | Normal | 2026-07-21 | — | |
| Overdue |
M.E.Caplan CPA PA
Jacksonville
|
Elizabeth Caplan | 904-448-0144 | PRIMARY | Physical Stop | Normal | 2026-07-14 | — | |
| Not Contacted |
Orivon Advisory Grouping Inc
Jacksonville
|
— | — | PRIMARY | Physical Stop | Normal | Never | — | |
| Not Contacted |
Patty Keith Bookkeeping
Callahan
|
— | — | PRIMARY | Physical Stop | Normal | Never | — | |
| Not Contacted |
RCARTY CPA
Yulee
|
— | — | PRIMARY | Physical Stop | Normal | Never | — | |
| Not Contacted |
Remote CFO
Fernandina Beach
|
— | — | PRIMARY | Physical Stop | Normal | Never | — | |
| Overdue |
R Herndon CPA LLC
Jacksonville
|
Randy Herndon | — | PRIMARY | Physical Stop | Normal | 2026-06-17 | — | |
| Overdue |
Richard Rust Cpa
Jacksonville
|
— | — | PRIMARY | Physical Stop | Normal | 2026-07-13 | — | |
| Overdue |
Shannon Stoutamire CPA
Havana
|
Shannon Stoutamire | — | REMOTE | Physical Stop | Normal | 2026-07-20 | — | |
| Overdue |
Shoffner & Assoc
Jacksonville
|
Charles Hoffman | — | PRIMARY | Physical Stop | Normal | 2026-07-21 | — | |
| Overdue |
Simonic & Associates
Jacksonville
|
Sara Blackburn | — | PRIMARY | Physical Stop | Normal | 2026-07-15 | — | |
| Not Contacted |
Spinks Tax & Accounting Inc
Callahan
|
— | — | PRIMARY | Physical Stop | Normal | Never | — | |
| Overdue |
Stanley B Goeckel Cpa Pa
Jacksonville
|
S Goeckel | — | PRIMARY | Physical Stop | Normal | 2026-07-16 | — | |
| Overdue |
Steven M Vanderwilt Cpa
Jacksonville
|
Steven Vanderwilt | — | PRIMARY | Physical Stop | Normal | 2026-07-16 | — | |
| Overdue |
Tax & Professional Consultin
Jacksonville
|
Peggy Medaugh | — | PRIMARY | Physical Stop | Normal | 2026-07-13 | — | |
| Overdue |
The Blade Firm, Inc
Jacksonville
|
Alex Blade | — | PRIMARY | Physical Stop | Normal | 2026-07-14 | — | |
| Not Contacted |
The Hurst Company
Fernandina Beach
|
— | — | PRIMARY | Physical Stop | Normal | Never | — | |
| Overdue |
Thomas Murphy CPA
Jacksonville
|
Thomas Murphy | 904-477-8744 | PRIMARY | Physical Stop | Normal | 2026-07-13 | — | |
| Overdue |
Wilson & Johns PA (Archer Lewis)
Jacksonville
|
Andrea Graybill | 904-880-9301 | PRIMARY | Physical Stop | Normal | 2026-07-20 | — | |
| Overdue |
Youmans & Gardner
Quincy
|
Ashley Gardner | 850-627-7109 | REMOTE | Physical Stop | Normal | 2026-07-09 | — |