Team Members

Sally Lindberg, EA

President

Sally

Phone 727-785-5228

Email sally@sallylindberg.com

A lifelong entrepreneur, Sally started preparing taxes in 1981, went to college as a grandmother and earned an A.S. in Accounting and an A.S. in Business Management. She proudly became an Enrolled Agent in 1993. She has been blessed with a referral-based tax practice which has enjoyed amazing growth – nice people referring nice people. Her client base includes individuals – often several generations, and small business tax and accounting clients. Sally’s guarantee, “If you give someone our business card, they will thank you.” Sally is gratefully blessed with a great team and valued clients. “Clients come to us for our hearts; we also “do” math”.


Julia Rhoads, EA

Comptroller / Supervisor of Accounting Department

Sally

Phone 727-785-5228 ext. 212

Email julia@sallylindberg.com

In the 20 years prior to joining Sally Lindberg & Assciates in 2000, Julia was a certified accountant with a National CPA firm, a small business consultant and/or controller with local Tampa Bay businessess, a financial analyst for a large corporation. Julia’s experience has been working with clients to improve cash flow planning, budgeting, Quick Books consulting and financial statement preparation and tax planning. Julia is currently the CFO for the firm and continues to prepare financial statements and business tax returns, working along side Sally in the management of the firm since 2001. Julia was the FL Society of Enrolled Agents (FSEA) chapter Secretary (FY 2008-2011), FSEA State Treasurer (FY 2009-2011, 2013-2014).


Education:

  • A.A. in Business: St. Petersburg Junior College
  • Bachelor’s Degree in Accounting: University of South Florida
  • CPA designation 1984 (currently inactive)
  • EA designation since 2002

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Lebra Johnson, EA

Staff Accountant

Sally

Phone 727-785-5228 ext. 206

Email lebra@sallylindberg.com

Lebra Johnson, Accounting & Tax Manager

Lebra is an Enrolled Agent and has assumed the Accounting & Tax Manager position in 2013. She oversees the accounting staff and works with our business clients in accounting, payroll, tax preparation and planning. Lebra is a lifelong resident of Tampa. Sally says Lebra is the “find” of 2004 when she joined the team!

 

Education:

 

  • AA Degree: Hillsborough Community College
  • Bachelor’s Degree in Finance, minor in Accounting: University of Tampa
  • Enrolled Agent: Since 2009

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Cindy Montgomery

Staff Accountant

Sally

Phone 727-785-5228 ext. 211

Email cindy@sallylindberg.com

Cindy graduated “Magna Cum Laude” from St. Leo University with a B.A. in Accounting. She has 25 years of experience in Public Accounting and is presently studying to become an Enrolled Agent. Cindy specializes in financial statement preparation, payroll services and assists in tax planning and tax preparation for businesses and individuals clients.

 

 

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Jacqueline Martinez

Staff Accountant

Sally

Phone 727-785-5228 ext. 216

Email jackie@sallylindberg.com

Jacqueline Martinez was born in Scotland and immigrated to the United States from Jamaica, West Indies, in August, 1976. After attending St. Petersburg College studying Accounting, she worked in banking for three years. From there she joined her father at O’Keefe’s Restaurant where she took care of the accounts, participated in general management and the everyday running of the restaurant. Jackie joined our team as a Staff Accountant in October 2008 and specializes in financial statements, QuickBooks, payroll and tax planning.

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Sayegh Gies

Systems Strategist and Operations Manager

Sally

Phone 727-785-5228 ext. 205

Email sayegh@sallylindberg.com

Sayegh joined the Sally Lindberg & Associates Team in 2008 after accumulating over 20 years of experience in business, management and technology applications. Since that time she has had a significant impact on many key operational areas within the organization. As our Systems Strategist, Sayegh works with all departments to insure that all aspects of our operational processes, technological advancements and communication outreach are functioning efficiently. Her management allows us to provide service to our clients that is timely, accurate, professional and effective.

Having majored in Management at the University of South Florida in Tampa, Sayegh brings to the team more than 20 years of experience and knowledge. She is always well-prepared and utilizes her diverse background and expertise to provide a unique perspective. Besides her many work related talents, she holds a black belt in Isshinryu Karate, loves participating in Mud Runs, taking yoga classes and spending time with her family.

Sayegh’s primary focus areas are:

  • Client Communication and Management – Website, Social Media, Newsletters, Tax Organizers, Client Portal for secure document exchange
  • Client Services and Office Processes
  • In-House IT support

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Joanne DiGiorgio

Administrative Coordinator

Phone (727) 785-5228 ext.213

Joanne came to Florida in 1990 from Philadelphia and joined the practice in 2007. She comes to us with over 15 years experience in facilitating local business owners in getting their businesses up and running as well as being a local business owner in the Tampa Bay are for many years. Joanne is a member of FBLA, DECA and holds several awards in Advanced Typing. A trusted and valued member of our team, Joanne specializes in the processing of business and individual tax returns, trusts, and payroll and sales tax.

 

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Kimberly Boggs

Phone: (727) 785-5228 ext.209

Email kimberly@sallylindberg.com

 

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Sherri Beatty

Administrative Assistant

 

Phone: (727) 785-5228 ext. 208 

Email Sherri@sallylindberg.com

Sherri first joined our SLA team temporarily as a tax season admin in February 2017 and was of great help  thru tax season on this short term assignment.

We were  thrilled to have a full time position open later and Sherri returned to us as a full time team member in January 2018.  Sherri’s attention to detail and willingness to provide support wherever needed makes her an great asset to our Team.  Sherri covers many up front duties but is especially adept at working with our secure File Portal system and provides excellent client service.

Sherri is originally from Northern Illinois where she completed her bachelor’s degree in education from Northern Illinois University.

Sherri and her husband relocated  to Pinellas Country in August 2014 and are thrilled with their new Florida lifestyle.  She enjoys spending time with family and friends and is the proud “parent” to her rescued fur baby dog, Missi.

 

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Judy McNeil

Administrative Assistant

Judy McNeil

 

Phone: (727) 785-5228 ext. 201

Email admin@sallylindberg.com

Judy is originally from Huntington, West Virginia. She spent 10 years in Murfreesboro, TN where she and her family also worked a 5 acre hobby farm before moving to Palm Harbor, FL to be closer to her family. Judy previously worked as an Executive Assistant for over 20 years and earned her CAP certificate before starting her own retail clothing business which she owned for 11 years. She brings many administrative talents along with business experience upon joining our team in 2016.

 

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