Team Members

Sean Davis, CPA

Owner

Sean Davis

Phone 727-785-5228

Email Sean@seandaviscpa.com

Sean Davis, CPA, CFP® has worked in the fields of public accounting and business consulting since 1988. He started Sean Davis, CPA, PA in 2005 in Palm Harbor, FL and in 2020 acquired a new office location in Clearwater, FL.

Sean has a wide range of expertise, including small- to mid-sized business bookkeeping and consulting; business and individual income tax research, preparation, and planning; working with many business owners to sell or acquire their business; and extensively involved with estate and trust, divorce, and retirement planning.

Prior to 2005, Sean was the tax manager with Glass Jacobson, a regional CPA firm in Owings Mills, Maryland.  Sean managed the tax department for a staff of 40 professionals and provided assistance on many business valuations. Sean is a member of the American Institute and the Florida Institute of Certified Public Accountants and is currently licensed as a CPA in both Florida and Maryland.

Sean received his Bachelor of Arts from Towson State University in 1988 and Masters in Taxation from University of Baltimore Law School in 1995.  As part of his continuing education, Sean obtained the Certified Financial PlannerTM designation in 2007.

Sean has been married for 29 years to his wife Maureen and they have three children.  Sean is a lifetime member of Sons of The American Legion and enjoys many sports activities.

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Maureen C. Davis

Firm Administrator

Maureen_Davis

Phone 727-785-5228  Ext. 215

Email: Maureen@seandaviscpa.com

Sean and Maureen were married in 1991 in Baltimore, MD where they both were born and raised. Twelve years and three kids later, Amanda, Brendan & Caitlin, they decided to make the move to sunny Florida. With the move came the opportunity for Sean to own his own firm. Maureen started working there just a few days a week, and once the kids got older was able to transition to full time. You will find her answering the phone, filing, greeting the clients, and handling some client bookkeeping and payroll. She credits the ease of working with her husband to the fact they handle different aspects of the business. Sean is the tax man and Maureen makes sure everything else is running smoothly.

 

 

 

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Chetan Patel, CPA

Manager

Chetan PatelPhone  727-785-5228   Ext. 208

Email Chetan@seandaviscpa.com

Chetan joined Sean Davis CPA PA in 2006 and is currently a Manager on the Tax Team.

After graduating from the University of South Florida with a Bachelor of Science in Accountancy in 2006, he obtained his Certified Public Accountancy licensure in 2012.    Chetan’s areas of concentration include tax preparation, tax review, tax planning and other services for individuals and closely-held businesses.  Chetan also handles fiduciary and estate engagements.

He is a member of the American Institute of Public Accountants.

 

 

 

 

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Cindy Montgomery

Accountant, Tax Preparer

Cindy Montgomery for Sally Lindberg & Associates, Inc

Phone 727-785-5228  Ext. 211

Email Cindy@seandaviscpa.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 business and individual clients.

 

 

 

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Jacqueline Martinez

Accountant, Tax Preparer

Jacqueline Martinez for Sally Lindberg & Associates, Inc

Phone 727-785-5228 Ext. 216
Email Jackie@seandaviscpa.com

Jackie Martinez was born in Scotland and immigrated to the United States from Jamaica, West Indies, in August 1976. After attending St. Petersburg College to study Accounting, Jackie worked in banking for three years. From there Jackie joined her father at O’Keefe’s Restaurant where she handled the accounts and participated in general management 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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Joanne DiGiorgio

Administrative Coordinator

Phone 727-785-5228  Ext. 213

Email Joanne@seandaviscpa.com

Joanne came to Florida in 1990 from Philadelphia and joined the practice in 2007. She came 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 area 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, individual, trust, payroll, and sales tax returns.

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Judy McNeil

Administrative Assistant

Phone 727-785-5228   Ext. 201

Email Judy@seandaviscpa.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 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 valued business experience and a welcoming smile.  Judy joined our team in 2016.

 

 

 

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Julia Rhoads, EA

Manager

Julia Rhoads for Sally Lindberg & Associates, Inc

Phone 727-785-5228 Ext. 212

Email Julia@seandaviscpa.com

Prior to her employment with Sean Davis CPA, Julia was controller and tax manager for the tax firm of Sally Lindberg and Associates for 20 years. Julia is additionally an inactive certified public accountant having worked for both local and National CPA firms, employed as a small business consultant, a controller, a financial analyst with local Tampa Bay businesses. Julia enjoys working with clients to improve cash flow, budgeting, QuickBooks consulting and tax planning. She has been an active member for 20 years with the Suncoast chapter of the FL Society of Enrolled Agents (FSEA) as chapter officer and former State Treasurer for the FSEA. Julia is most proud of her daughter Laura and grandson Oliver.

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Kelly Jemison, CPA

Staff Accountant

Phone 727-785-5228    Ext. 203

Email Kelly@seandaviscpa.com

 

Kelly joined Sean Davis CPA PA in 2017.  Kelly is a Certified Public Accountant and has been licensed in Florida since 1996.  She has worked in public accounting for over 10 years.  Prior to public accounting, Kelly worked in various private industries such as manufacturing, banking, construction, and pharmaceutical distribution.  Kelly prepares business, personal, trust and estate tax returns.

Kelly is a Member and Officer of the Rotary Club of Palm Harbor.

 

 

 

 

Education: 

  • Bachelor’s Degree in Accounting from University of South Florida.
  • QuickBooks Online Certified Pro Advisor

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Kimberly Boggs

Administrative Assistant

Phone 727-785-5228  Ext. 207

Email Kim@seandaviscpa.com

A valued member of the Team since 2011.  Kim is skilled in Quickbooks and is our resident Excel guru.  Kim uses these skills to support both the Tax Accountants and the Admin Team

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Laurie Coubal, EA

Staff Accountant

Laurie_CoubalPhone 727-785-5228   Ext. 202

Email Laurie@seandaviscpa.com

 

Prior to joining the Sean Davis, CPA team, Laurie graduated from Purdue University with a B.A. in Accounting, minoring in Finance.  Laurie was a stay-at-home mother for many years before stepping back into the accounting field.  She worked several years for H&R Block as well as a year at Jackson-Hewitt when she first moved to Florida.  During her time at these two tax preparation companies, she studied for and passed the Enrolled Agent examination.  She and her husband, Brian, have five children and four grandchildren.

 

 

 

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Lebra Johnson, EA

Accounts Manager

Lebra Johnson for Sally Lindberg & Associates, IncPhone 727-785-5228  Ext. 206

Email Lebra@seandaviscpa.com

Prior to joining the Sean Davis, CPA team, Lebra worked with the tax firm of Sally Lindberg and Associates starting as a Staff Accountant in 2004 and being promoted to Accounting & Tax Manager in 2013.  Lebra works with many of our business clients and collaborates with our other staff accountants.  Interestingly enough on a personal note, Lebra is a lifelong resident of Tampa – born and raised.

 

 

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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Sayegh Gies

sayegh

Systems Strategist

Phone 727-785-5228   Ext. 205

Email Sayegh@seandaviscpa.com

Having majored in Management at the University of South Florida in Tampa, Sayegh brings to the team more than 25 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 riding horses and spending time with her family.

 

 

 

 

 

 

 

 

Sayegh’s primary focus areas are:

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

Education:

  • Bachelor’s Degree in Business Management: University of South Florida.

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Sally Lindberg, EA

Founder (1938-2019)

Sally

In Loving Memory

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”.

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