Staff

 


Staff


Jeffrey L. Foreman

CPA


Jeffrey Foreman helps clients by listening and understanding their situations. He develops and assists in implementing solutions that can best meet the client's timing and needs.


Jeffrey Foreman is currently a member of the following groups:



  • Georgia Society of CPAs
  • American Institute of CPAs
  • National Association of Tax Practitioners
  • Licensed in all areas of securities and insurance



Mr. Foreman's education includes a bachelor of business administration in accounting, masters of business administration, and CPA certification in 1984. He became a Registered Investment Advisor effective February 1997.


Mr. Foreman's work experience covers more than twenty years of comprehensive accounting, tax, and consulting services. His direct experience in manufacturing and service industries combined with self-employment for over ten years comprise an extensive knowledge level valuable to small business owners and individuals.


Jeffrey is married with two children. His civic and membership involvement includes the Martinez-Evans Rotary Club, local Chapter of Georgia Society of CPAs, University Hospital Foundation Board of Directors, and Augusta Metro Chamber of Commerce. He is a past chairman of the Small Business Council of the Chamber of Commerce.


LaurieAnne Proctor

Staff Accountant


LaurieAnne Proctor assists clients on a regular basis with their monthly and quarterly financial reports, payroll and accounting needs to operate their business efficiently. She has proficient experience with all Microsoft programs along with various accounting software packages. She is very conscientious of the timely filing of tax documents for various governmental agencies.



  • Financial Statement Preparation
  • Financial Planning Assistance
  • Monthly Payroll Tax Deposits
  • Monthly Sales Tax Returns
  • Annual Property Tax Returns
  • Quarterly and Annual Payroll Tax Returns
  • Corporate and Individual Income Tax Returns
  • And Various Other Informational Documents



Mrs. Proctor's other relevant experience includes:


Various retail experience prior to graduation. She recieved a Bachelor of Business Administration in Accounting at Augusta State in Augusta, GA. Her work experience includes four years of progressive experience in a CPA environment.