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Meet Our Team

Robert Clark, CPA

A man in a suit sits at a round table with a blue folder and a calculator with receipt paper, smiling and looking slightly to his left against a plain light background.

Taxes

  • Over 20 years of tax preparation experience
  • Tax Planning for Business Owners and high-net-worth individuals
  • Business Structuring to maximize tax savings
  • Tax Resolution services for both income tax issues with the IRS, as well as sales tax issues with the Florida Dept of Revenue

 

Accounting & QuickBooks Online

  • Has experience performing accounting for virtually all industries typically found in small and mid-sized towns
  • Is a knowledge expert in all things QuickBooks Online

 

Financial Advisor

  • Financial Advisor that can offer both securities and insurance products through our sister company
  • Works closely with family office advisors that share clients with our firm

 

Credentials:

  • Licensed CPA in Florida
  • Licensed CPA in Louisiana
  • Certified Tax Coach, AiCTC
  • QuickBooks Online ProAdvisor

 

Education:

  • B.S., Utah State University, 2000
  • MBA, Utah State University, 2002

 

Personal Life

Robert is originally from Natchitoches, LA. He served in the 82nd Airborne Division and then served a two-year church mission on the Navajo Reservation before starting college. He graduated with an MBA from Utah State University which has one of the top accounting programs in the country. In his free time, he enjoys fishing and spending time with his family. He is widely acknowledged as one of the best DBD players in the world.

 

EDUCATION

A diploma from Utah State University awarded to Robert E. Clark for a Master of Business Administration, featuring official signatures and the university seal.

UTAH STATE UNIVERSITY

MASTER OF BUSINESS ADMINISTRATION 

A certificate from the State of Florida Board of Accountancy awarded to Robert Elijah Clark, stating qualification as a Certified Public Accountant, dated November 23, 2016, with signatures and an official gold seal.

FLORIDA CPA LICENSE

A Louisiana State Board of Certified Public Accountants certificate awarded to Robert Elijah Clark, certifying him as a Certified Public Accountant, dated February 2016, with official seals and signatures.

LOUISIANA CPA LICENSE

Marina

A woman with wavy brown hair, wearing a light gray blazer and white shirt, smiles while standing with her hands resting on the back of a chair against a blue and gray abstract background.

Marina grew up in Phoenix, AZ. She is the youngest of nine siblings, and is a wife and mother to four energetic boys. She has worked in the financial industry for 15 years. She received her B.S. in Accounting from Western Governors University. She has a Masters Degree in Accounting and is a CPA Candidate. She loves the outdoors and regularly goes hiking and jogging.

JoAnne

A smiling older woman with short gray hair, wearing black glasses, blue earrings, and a blue and white patterned blouse, poses in front of a plain light background.

Joanna is originally from Hartford, CT. She graduated from Eastern Connecticut University with a degree in Accounting and is a Licensed CPA in the State of Florida. JoAnne joined the team in 2019 and focuses on complicated personal tax returns, tax law research, and small business accounting. She has a son that served 24 years in the Marine Corps and a grandson currently serving in the Marine Corps.

Katrina

A smiling woman with straight blonde hair and bangs wears a black sweater over a black and white striped top. She has a gold necklace and is posed against a light, neutral background.

Katrina is the daughter of a Naval Captain and a classically trained pianist, Katrina came to Key West over 25 years ago from the DC metro area with her husband. A graduate of the University of Maryland with degrees in political science, economics, and organizational administration, she started her career as a librarian for two universities. Since arriving in Key West, she has had a varied career in real estate, government and education and tourism before transitioning to work for Robert Clark LLC.

Jodean

A woman with long dark hair, wearing a blue and white patterned top and circular earrings, smiles at the camera with a blurred indoor background.
Jodean moved to the Keys from Atlanta. She is currently working on becoming an EA (Enrolled Agent) while building on her accounting and tax experience. Jodean is also a nurse practitioner that focuses in Oncology. She enjoys traveling throughout the world and being outdoors, especially if she can go hiking or fishing. She tries to get us to exercise in the office, but she is failing at this.

Technology

We are very technology-driven and and have been a paperless office for over ten years. We use a lot of cutting-edge apps and software in our firm. This allows us to do more with less people. 

Cybersecurity

We have invested a lot into securing our client's information from hackers and other 3rd Parties. We contracted with a leading Cybersecurity Firm to evaluate our security. When they came back with recommended changes to our IT Infrastructure we implemented them immediately. We spared no expense in this. We also have an on-going contract with a Cybersecurity Firm that regularly monitors for breaches and ensures we're using best practices in securing our customer's information. While no one can guarantee your information is 100% safe, we've taken every possible step to keep it safe.