Robert Clark, CPA
Taxes
- Over 20 years of experience preparing tax returns
- 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 and was an early adopter of QBO
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
UTAH STATE UNIVERSITY
MASTER OF BUSINESS ADMINISTRATION
FLORIDA CPA LICENSE
LOUISIANA CPA LICENSE
Marina
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
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
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
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.