Jon T Vincent, CPA, CFF, PFS, ABV, CGMA, CBI is the President and Chief Executive Officer of Jon T Vincent, CPA, P.C. Jon specializes in providing solutions to complex business problems with special emphasis on business consulting, personal financial planning, financial forensics, business valuation, bankruptcy, and real estate accounting, investing, and development.
In 1978, Jon received his BS in Accounting from Delta State University, where he received national honors.
Jon has actively served on boards of various community organizations. He has served as the Founder and Board Chairman of Port City Capital Bank, Board Member and Chairman of the Finance Committee of Saint Mark Catholic Church, Chairman of the Finance Committee of Cape Fear Academy, Board Member and Chairman of the Audit Committee of Crescent State Bank, and Commissioner of the Wilmington Housing Authority. Jon is also the Treasurer of the Promise Foundation, a non-profit organization that promotes the educational advancement of children in our community. jontvincent@gmail.com
He has many accreditations and is a member of many associations, including:
· American Institute of Certified Public Accountants (AICPA) · Mississippi and North Carolina Societies of Certified Public Accountants · Income Tax Services of the AICPA · Certified Business Intermediary (CBI) · Personal Financial Planning Services of the AICPA · Business Consultant · Certified in Financial Forensics (CFF) · Personal Financial Specialist (PFS) · Accredited in Business Valuation (ABV) · Certified Global Management Accountant (CGMA)
Stephani began working for Jon T. Vincent, CPA, P.C. in 2002, immediately following her graduation from UNC-Wilmington with a degree in Business Administration. As Jon's Project Manager, Stephani has a very diverse skill set. Her responsibilities include coordinating private funding projects, acting as project liaison, facilitating real estate transactions, and providing in-house technical support. The most rewarding and challenging part of her job is keeping up with a variety of responsibilities in a fast-paced work environment. Stephani is also a licensed notary public. sgarrett@jtvmgt.com
Sheila joined Jon T. Vincent, CPA, P.C. in 2005 with decades of experience providing accounting services for many types of businesses. Over the past 9 years, she has been primarily focusing on preparing tax returns for individuals, businesses, partnerships, S-Corps, C-Corps, Trusts, Estates, and Gift Returns. In November of 2017, Sheila became an Enrolled Agent, which allows her to represent clients with IRS issues. Sheila is proficient in using QuickBooks software, loves working with numbers and appreciates a good accounting challenge. Sheila’s favorite part of her job is preparing tax returns. Some of the clients of Jon T. Vincent, CPA, P.C. have complex tax situations – those are her favorites! swoods@jtvmgt.com
Lisa joined Jon T. Vincent in 1989 and has worked in many varying rolls over the years including Office Manager and accounting duties. Currently, Lisa oversees the office operations and JTV accounts receivable. She is a licensed notary public, that coupled with 30 years of dedicated service has been a great benefit to the Jon T. Vincent, CPA team. lisa.davis@jtvmgt.com
Mike joined Jon T. Vincent, CPA, P.C. as Account Manager in 2007. His responsibilities include managing entities and financial reporting, property associations and their budgets, accounts payable/ receivable, and bank reconciliations. He also conducts trend analyses for financial clients. As the business has grown, Mike has taken on fund accounting for non-profit organizations, including church clients. In addition to being trained in QuickBooks, Mike has also obtained a certification as a Microsoft Excel Specialist. msimpson@jtvmgt.com
Adam is a licensed Commercial Real Estate Broker who began working with Jon T. Vincent, CPA, P.C. in 2012. He assists Jon and his clients with real estate matters, property acquisitions, property evaluations, and consulting for both commercial and residential development projects. He works diligently to meet the needs of each individual client. He enjoys all aspects of the real estate business, but closing deals is the highlight of his job. anicholas@jtvmgt.com
Bobbi Anne joined Jon T. Vincent, CPA, P.C. in 2018. She has her Bachelor of Science Degree in Business Management from Pepperdine University and has a broad background in accounting from around-the-world experiences as a business owner, director of for-profit and non-profit organizations. She is willing to do whatever needs to be done to get the job done accurately. She has a genuine passion for helping others meet their needs. She has quickly expanded her roll at Jon T. Vincent, CPA, P.C. becoming Director of Research and overseeing quality control. bdorvee@jtvmgt.com