Tax Services

The Firm offers legal representation in state and federal tax disputes, income and estate tax planning, and tax planning related to business operations. Our legal representation is supported by an experienced tax accounting department, which offers our clients not only assistance with tax planning in conjunction with our attorneys, but also assistance with budgeting, tax planning, and state and federal tax compliance and reporting.

Romita Asrani, CPA

Romita Asrani

Ms. Asrani manages our Tax Compliance and Accounting Department under the supervision of the Firm’s attorneys. Ms. Asrani joined us in 1998 from the national (24 office) accounting firm, Cherry, Bekaert & Holland, where she was a manager. She was offered partner status before joining this Firm. Prior to then (1990), Ms. Asrani was a staff accountant with the international accounting firm, KPMG Peat Marwick.

Ms. Asrani has a strong background in individual, estate, and trust income tax compliance and related closely held business tax issues. She is also well versed in estate and gift tax planning which, along with additional developments and staff additions at the Firm, further entrenches us as a leading provider of comprehensive estate and tax planning on the Treasure Coast of Florida.

Ms. Asrani holds a CPA license in Florida and is a member of the American and Florida Institutes of Certified Public Accountants and the Estate Planning Council of Palm Beach County. She is the former Treasurer and Executive Board Member of the Women’s Chamber of Commerce of Palm Beach County, is the former Chairperson of the Finance/Budget Committee of the Chamber, and is a member of the Health Facilities Authority Board of Palm Beach County.


Alice B. Sallman, CPA

Alice B. Sallman

Mrs. Sallman manages our estate and trust administration departments under the supervision of the Firm’s attorneys. Mrs. Sallman has in excess of 30 years of experience in tax planning, preparation of estate and fiduciary returns, including charitable remainder trust and gift tax returns. She has been a CPA since 1978 and holds a B.A. in Education from the University of Florida. Mrs. Sallman is a member of the American and Florida Institutes of Certified Public Accountants. Prior to joining the Firm, Mrs. Sallman was with Mehlich, Roegiers, Goldin & Co. in Stuart, Florida, where she served as an Accounting Supervisor/Senior Accountant.


Patrick Mangan, CPA

Patrick Mangan

Mr. Mangan joined the Firm in 2006 as a member of our Wealth Management and Tax Accounting Departments. Immediately before joining us, Mr. Mangan was a tax accountant with the international accounting firm, PricewaterhouseCoopers, LLP. Mr. Mangan holds both a Masters of Accounting and Bachelor of Science in Accounting, Magna Cum Laude, from Florida State University. Mr. Mangan is a licensed certified public accountant by the State of Florida and is a member of the American and Florida Institutes of Certified Public Accountants.

 

 

 


Chris G. Bordeau, CPA

Chris G. Bordeau

Mr. Bourdeau is a member of our Tax Compliance Department. Mr. Bordeau holds a B.A. degree in Accounting from the Florida Atlantic University. He was previously with Wieseneck, Andres & Co. His background lies in federal and state, corporate, individual, partnership and fiduciary tax preparation compilation, and review. Mr. Bourdeau is a licensed certified public accountant by the State of Florida and is a member of the American and Florida Institutes of Certified Public Accountants. Mr. Bourdeau served in the Gulf War, Operation Desert Shield, in 1990 on the aircraft carrier USS Independence.

 

 


Kyle Donham, CPA

Daniel I Alvarado

Mr. Donham comes to us after spending seven years with the West Palm Beach, Florida office of Pricewaterhouse Coopers, LLP, where he was a senior associate.  While there he focused on income and transfer taxation, online document management, foreign reporting, and compliance for high net worth individuals and closely held businesses. He was also responsible for coaching financial wellness for the executives of a large public company.

Mr. Donham is a graduate of Palm Beach Atlantic University with a B.S. in Applied Finance and Accounting and a graduate of Florida Atlantic University, with a Masters of Accounting.  Mr. Donham is a member of our tax compliance and wealth management departments.

Mr. Donham is a member of the American Institute of Certified Public Accountants.


 

Benjamin M. Devlen, CPA

Freeman M. Dail

Mr. Devlen, joins us from WTAS, LLC (formerly Arthur Andersen) in West Palm Beach, where he gained substantial experience in federal and state tax compliance and investment consulting and reporting. He was also a mentor at WTAS, where he trained and developed staff and interns. Prior to joining WTAS, Mr. Devlen interned with the Multistate Tax Commission in Washington, D.C.

A magna cum laude graduate of the University of Notre Dame’s Master’s of Science in Accountancy, Mr. Devlen obtained his BS degree in accountancy at Florida State University. Mr. Devlen is a member of our tax compliance and wealth management departments.

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