At Elizabeth A. Dunn CPA, P.A., we pride ourselves on being a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. Our firm is committed to helping clients maintain financial viability in the present while taking a proactive approach to achieve future goals. We believe that open communication is key in reaching an understanding of our clients' needs through research and sound analysis.
Our Services
We offer a wide range of services to cater to the diverse needs of our clients. From corporate, LLC's, partnerships, and individual taxes, we provide planning and assistance in major tax transactions, including real estate, estate, and gift taxes, as well as purchase or sales of businesses, mergers, reorganizations, and liquidations. We also specialize in multi-state income tax issues, trust, gift, and estate tax planning and compliance, and international tax issues. Additionally, we assist high-net-worth individuals with tax strategies, wealth management, trust, and estate planning, as well as gifting and charitable gift matters.
Our Expertise
Our 7 experienced professionals are committed to providing exceptional client service. We have extensive experience in various industries, including commercial and residential real estate, financial services, mortgage banking, transportation, metals extrusions, technology, diversified communications, water and beverage companies, healthcare, and defense. Our professionals hold the designation of Accredited Estate Planner (AEP) from the National Association of Estate Planners & Councils, and one of only 16 CPA-AEP in the State of Florida and only 17 in New York State.
Our Mission
Our mission is to help our clients achieve their financial goals through our expertise, professionalism, and personalized attention. We believe that our talent and responsiveness to our client base are key factors in our reputation for providing exceptional services.
Our Management Team
Our firm is led by Elizabeth A. Dunn, who has extensive experience in a national environment as well as in the Southeast. She has brought her experience in both the audit and the specialized tax divisions of Ernst & Young Co. international accounting firms and formerly as a Tax Partner in a South Florida regional accounting firm. Liz has a Bachelor of Business Administration degree from Pace University, Lubin School of Business, and an A.A.S. Magna Cum Laude from Nassau Community College. She has also continued her education through continuous annual continuing professional education, completing many complex and diversified courses.
About Liz
Liz is a native New Yorker who resides in Boca Raton. She is a licensed CPA in Florida and New York State. In addition to her professional affiliations, Liz is involved in various community organizations, including the Greater Boca Raton Estate Planning Council, the American and Florida Institute of Certified Public Accountants, the National Association of Estate Planning Counselors, the Boca Raton Tax Institute, and the Greater Boca Raton Chamber of Commerce.
