Staff | accountancy-firm

MEET OUR STAFF

Robert Donofrio, President of Elite Tax Advisors, Inc. has many years of experience in the financial planning industry.  He holds a degree from one of the top 25 Nationally Rated Universities, where he graduated with top honors.  Well versed in many areas of tax planning and financial planning, he has a well-rounded wealth of knowledge in regards to the current economy and issues that affect financial security.

Beginning his career in personal financial planning for all ages, he currently specializes strictly in tax savings and retirement planning for seniors.   He has been readily recognized as a premier authority in his field by some of the top companies in the industry.
His main focus is on securing the financial future of seniors by protecting assets.  He is eager to be of service to his clients and works diligently to help maximize tax savings and protect assets, while increasing retirement income.

Kellie Morris, Senior Advisor/Realtor has an extensive background in real estate, tax advising, and the insurance industry. Handling all the day to day operations for the Elite Tax offices, she is directly involved with all activities of the business including, workshop scheduling, appointment scheduling, client support, pending accounts, and overall client satisfaction. Kellie is also a Realtor and also assists our clients in buying and selling their homes & properties.

Personally, Kellie loves spending time with her family, including her fiance, two children and dog. She is actively involved with the community, and enjoys helping and serving others.

She has an open door policy and is available anytime for questions or concerns.

Monica Donofrio, Receptionist and Event Coordinator for Elite Tax Advisors, Inc. has 45+ years of experience in Real Estate, Insurance, and various other businesses . She holds an Associates Degree from Gannon University in her hometown of Erie, PA. and has worked as a Paralegal. She is our initial point of contact for most of our clients at Elite Tax Advisors, Inc.

Edward M Zentz, Senior Tax Advisor, CPA, (Sarasota) has spent much of his career in accounting and business management, spending 20 years of his career in the tax and accounting profession. Ed has held positions as Accountant, Chief Financial Officer, Vice President of Sales, Vice President of Marketing, Senior Vice President and General Manager with a Fortune 500 company, and was an Independent Business Consultant. Ed partnered with Elite Tax Advisors to use his vast experience in tax advice and insurance to benefit Elite’s clients.
Ed specializes in tax and financial planning for seniors.
Ed believes strongly in continuing education, and in addition to an accounting degree from Ben Franklin University, in Washington D.C., he continues to advance his learning with ongoing accounting, tax and insurance courses each year.

Allison Brown, CPA (Lakeland Area)

Allison grew up in Lakeland and graduated from Lakeland High School in 1995. She attended the University of South Florida in St. Petersburg, where she received a bachelor’s degree in accounting and worked as a tutor in many business subjects. Allison also worked as a bookkeeper for a local restaurant and completed internships in both forensic accounting and tax. For her master’s degree, she attended the University of South Florida in Tampa and graduated with a concentration in tax.

Steven Sanchez, CPA (Tampa Area)

Steve has been in public accounting since 1996 and established his firm in the Tampa area in 2009. He specializes in business, personal and estate income tax preparation and tax planning. Steve leverages tax strategies to promote business and personal tax planning to help his clients achieve their goals. Steve received his CPA certification in the state of California. Steve graduated from Golden Gate University with a degree in Accounting.