5103 Memorial Highway, Tampa, FL 33634
Phone: (813) 884.7245


May 4, 2015

Dear Valued Client:

We are pleased to share some very exciting news with you. In February 2015 we merged with Gilman Ciocia, Inc. Gilman Ciocia, Inc. is a national accounting, tax and financial planning firm and our location will represent their thirteenth office in Florida.

Our firm began its professional practice in May 1980. Its growth over that span of time has been predominantly internal, stemming from the referrals of our client base and those of other professionals. The growth and development of our professional staff has evolved in a similar manner. We have attracted high quality, committed professionals and invested in their training, development, and growth. As a result of those efforts, we have experienced tremendous growth over the past several years. This has been in no small way also directly related to the success our clients have had in their business and personal pursuits.

We decided to seek an affiliation because we believe that a larger organization will allow us to provide a wider array of services and more depth. Gilman Ciocia, Inc. shares the same values we do. We conducted an extensive search within our region looking for an opportunity like this. Gilman Ciocia, Inc. exceeded our hopes for a firm we can merge with and continue the tradition we have for excellent service, deep expertise, and an environment our clients and associates want to be a part of.

In the past, we have provided you with financial, income tax and business services. We are committed to providing you with the same level of excellence and high quality service you have come to expect. Thorough our association with Gilman Ciocia, Inc. will give our clients access to many new services to include an enhanced range of financial planning services. This merger will allow us to help you implement strategies to help reduce your overall tax liability through more extensive tax planning year round.

However, there are several things we want to point out that will not change. Those are:

1) You will continue to work with the same people in our firm you have in the past. Carl Watkins, Beatrix Rahms and the rest of our staff will remain in the same capacities and our telephone numbers will remain the same; however Carl and Beatrix's new email addresses are Carl.Watkins@gtax.com  and Beatrix.Rahms@gtax.com respectively.

2) We will remain at same office location at 5103 Memorial Hwy.

3) The services we have provided to you in the past will continue.

If you have any questions about this exciting news and what it will mean for you, please contact any of us at any time at 813-884-7245.

We are grateful to you not only for giving us the opportunity to provide you with accounting services but for your loyalty and friendship which has enriched our relationship. We are confident that our new affiliation will serve us all well.

Thank you and we look forward to seeing you!

Carl T. Watkins, CPA

813-884-7245
5103 Memorial Hwy. Tampa, FL 33634
Carl.Watkins@gtax.com
gtax.com