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Our Team

Meet the Team

Jonathan Levy

Shareholder
  • Board Certified Expert in Aviation Law
  • University of Arizona, B.S., B.A.
  • New York University, J.D.
  • Admitted to Practice in Florida and Tennessee
  • Private Pilot

Suzanne Meiners-Levy

Shareholder
  • Pro Bono Director
  • Vanderbilt University, B.S.
  • New York University, J.D.
  • Admitted to Practice in Florida, New York, Tennessee, and Texas

Joseph Quackenbush

Managing Attorney
  • University of Florida, B.A.
  • University of Miami, J.D.
  • Admitted to practice in Florida

Richard Yan

Managing Attorney
  • University of Florida, B.S.
  • George Washington University, J.D.
  • Admitted to practice in Florida
  • CPA, Massachusetts

Daniel B. Smith

Senior Legal Advisor
  • The College of New Jersey, B.S.
  • Seton Hall University School of Law, J.D.
  • Admitted to practice in Florida, New York, and New Jersey

Phoebe Joseph

Legal Advisor
  • University of South Florida, B.A.
  • University of Florida, J.D.
  • University of Florida, LL.M. Taxation
  • Admitted to practice in Florida
Frank Roberts-1

Frank Roberts

Legal Advisor
  • Benedictine College, B.A. / M.B.A.
  • Ave Maria School of Law, J.D.
  • Admitted to practice in Florida

Joshua Blakeney

Legal Advisor
  • Texas State University, B.A.
  • South Texas College of Law Houston, J.D.
  • University of Florida, LL.M. Taxation
  • Admitted to practice in Texas and Florida

Jaret Helinger

Legal Advisor
  • Florida State University, B.S.
  • Stetson University College of Law, J.D.
  • Admitted to practice in Florida

Christopher Necaise

Legal Advisor
  • University of Southern Mississippi, B.A. Magna Cum Laude
  • University of Mississippi School of Law, J.D. Cum Laude
  • Certified in Remote Sensing, Air & Space Law
  • Certified in Business Law
  • University of Florida Levin College of Law, LL.M. in Taxation
  • Admitted to practice in Florida & Mississippi

Robert Wohlrabe

Senior Tax Advisor
  • University of Wisconsin, B.B.A Accounting
  • CPA, Florida and Wisconsin
  • Manager, 8 years at National Accounting Firm
  • 20+ years as CFO in Marine Industry

Spencer L. Garrity

Tax Advisor
  • University of San Francisco, B.S.B.A Finance
  • Florida Gulf Coast University, M.S. Accounting & Taxation
  • CPA, Florida
  • AICPA Member
  • FICPA Member

Zachariah Schleicher

Tax Advisor
  • University of South Florida, B.S. Accounting
  • University of South Florida, M.S. Accounting & Taxation
  • CPA, Florida
  • AICPA Member
  • FICPA Member

Josh Bridgemohan

Tax Advisor
  • University of Tampa, B.S. Accounting
  • AICPA Member
  • FICPA Member
  • V.I.T.A. Volunteer
  • Notary Public (Florida)

Melissa Graves

Tax Advisor
  • University of South Florida, B.S. Accounting, minor in Business Analytics and Information Systems
  • Notary Public (Florida)
  • VITA Volunteer

Helen Zhang

Tax Advisor
  • University of Minnesota, Accounting, (credits required for CPA license)
  • M.V. Lomonosov Moscow State University, Ph.D., Economics
  • Tsinghua University, M.S., International Affairs
  • AICPA Member
  • FICPA Member

Austin Molan

Junior Tax Advisor
  • University of Tampa, B.S., Finance

Yen Thai

Staff Accountant
  • University of South Florida, B.S. Accounting
  • University of South Florida, B.S. Management Information Systems

Tricia Smith

Staff Accountant
  • University of the West Indies, B.A. History
  • BYU Marriott School of Business, M.O.B/M.A
  • Nova Southeastern University, M.Acc Program

Ismail Feggous

Tax Compliance Specialist

  • Florida State University, B.S. Political Science
  • Florida State University, B.S. International Affairs

Stephanie Dodd

Office Administrator
  • University of Central Florida, B.S. Legal Studies

Erin Meyer

Compliance Manager
  • Florida Gulf Coast University, B.S. Political Science
  • New England College of Business and Finance, M.S. Business Ethics & Compliance

John Hawley

Director of Business Development

  • Virginia Tech, B.S. Agricultural and Applied Economics
  • Averett University, M.B.A.

Peg Egan

Audit Specialist
  • Providence College, B.A.
  • Mercy College, Paralegal Certificate
  • Enrolled Agent

Carolissa Jones

Compliance Specialist Supervisor
  • Keiser University, A.A. Paralegal Studies
  • University of South Florida, B.A. Criminology

Charles Martin

Compliance Specialist & Marketing Coordinator

  • University of the Sacred Heart, B.A. Communications
Tiffany Medina-t

Tiffany Medina

Compliance Specialist
  • Hillsborough Community College, A.A. Medical Sciences

Austin Bielawa

Compliance Specialist

  • University of Tampa, B.S. Criminology

Jessica Landosky

Compliance Specialist
  • University of Puerto Rico, B.A. Materials Management
  • University of Puerto Rico, A.S. Industrial Engineering

Kourtney Hubbert

Compliance Specialist
  • Spring Arbor University, B.A. Criminal Justice

Amy Harding

Receptionist
  • Mercyhurst University, B.A. English
  • Mercyhurst University, B.A. Education

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Resources

Latest Articles

“IRS Crackdown” On Private Jet Usage To Focus On Appropriate Record-Keeping And Reporting: Advocate Clients Are Well-Equipped For The Challenge

By Suzanne Meiners-Levy On February 21, 2024, the IRS announced it will use enforcement funds from the Inflation Reduction Act (PL 117-169) to initiate “dozens” of new audits focusing on […]

New FinCEN Requirements Create Reporting Obligations for Many Aircraft Ownership Entities: Understanding the Law and Its Requirements

By Suzanne Meiners-Levy & Joshua Blakeney On January 1, 2024, the Beneficial Ownership Information Reporting (“BOIR”) requirements under the Corporate Transparency Act (“CTA”) went into effect. The BOIR requirements under […]

100% Bonus Depreciation Extension is An Essential Piece of the New 2024 Tax Deal Proposed by Senate and House Tax Committees

By Suzanne Meiners-Levy On Tuesday, January 16th, 2024 top lawmakers on the Senate and House tax writing committees announced a deal on a wide range of tax issues, including several […]