Caroline Ross is one of our administrative coordinators, and graciously suports our entire team. She helps our professionals focus on value added services. Caroline supports the firm’s tax season processes, and is the first step in our tax return preparation services ensuring client service needs and filing requirements are met.
Caroline also works with our clients helping them understand the complexities of Medicare insurance programs. She is our resident specialist for any questions related to Medicare parts A, B, D, F and G supplements as well as Medicare Advantage programs and private long-term care insurance.
Caroline and her husband enjoy gardening and traveling together and spending fun time with their family which includes two grown daughters, a son-in-law and two young granddaughters.
Caroline has a unique and in depth understanding of Medicare rules and procedures, the in and outs of coverage, what is covered and what is not covered, She assists clients by providing a clear understanding of the advantages and disadvantage of various Medicare coverage including Medicare Advantage, Medicare Supplements, Medicare Drug programs and can even explain the donut hole with Medicare Part D. She is also very knowledgeable about long-term care insurance and the best ways to provide for protection for any age group against the risk of a need for care generally not covered by health insurance.
For many years Caroline worked as an underwriter, a sales agent and as a training consultant for insurance companies, both developing and implementing training programs. She also worked with a bank helping them implement a statewide cafeteria program. Caroline also worked for many years in several marketing positions in various industries including a position as a territory manager for a major multinational fiber manufacturer.
Earlier in her career Caroline was a member of The Junior League of Jacksonville, serving for many years as a community volunteer and then as a board member, and Executive Board Member, Assistant Treasurer and Treasurer. Other community activities include PTA activities and volunteer positions in her church. She is currently active as an Alter Guild member, co-chair of the Comfort Bag Ministry and a member of the Knit Wits and a book club.
Caroline graduated from FSU with majors in both Economics and English. She began her career as an underwriter at Prudential, working in the Large Group Division as an underwriter, and ultimately became a Training Consultant for both Underwriters and Sales Representatives, developing a formal training program that was adopted in other regions. While at Prudential she earned her designation as a FLMI.
In college, she worked for the Tallahassee Democrat, as well as being an administrative assistant in the Business Department. She is a lifetime member of Phi Mu Fraternity and held the positions of Panhellanic Representative and Vice President.
"A very Uncommon CPA firm. Brent Ross and his team are extremely helpful and not only care about counting beans, they care about teaching their clients how to plant and grow the beans! They have unique ways of finding... read more
"I have known Brent and his family for over thirty years and have always had the highest respect for him as a friend, as a Christian, and as our accounting and business consulting partner..." read more
"Brent and his staff have provided excellent services in a timely manner for many years. The Firm is one of knowledge, experience, and integrity." read more
"I have retained the services of Brent and his team for many years. I have found them to be honest, reliable, on top of current law change, and communicate well with me. They have always..." read more
"John and Brent were extremely helpful throughout the start-up and growth phases of the business. They provided timely, clear and useful advice regarding appropriate accounting and tax issues. They took the initiative to..." read more
"Brent Ross and his associates have one of the top CPA firms in Jacksonville. They take the time to understand your business so you can maximize your business. Moreover they bring..." read more
"We had a complicated return of 2 states and 3 jobs and he made the process a breeze. Brent and his staff worked together to help make sure we were ready by our target date..." read more
"Brent is a professional at heart that truly tries to understand the issues you face. He then tries to understand how he can help you, not only from an accounting/tax benefit, but how to..." read more
"Brent has provided outstanding accounting services for me personally and for some small corporations. His ability to track the details from year to year is amazing..." read more
"Brent and his firm have always been accessible, dependable, timely and creative when needed. His insight regarding a company's operations goes beyond crunching numbers..." read more
"Brent Ross is a powerful business coach. His coaching skill and financial expertise are the perfect combination for any business owner..." read more
"Over many years, Brent's firm has represented several of my clients (Disclosure-I am Brent's brother and a practicing attorney), and those clients and myself have found the personnel in Brent's firm to be very knowledgeable..." read more
"I have know Brent for a while now. He does more than just your taxes. He is a true advisor that help business owners unlock more profit in their operations..." read more
"Brent and his team don’t just "crunch numbers”. He provides a variety of services to help their clients improve their businesses. Brent’s cost segregation studies can generate an immediate increase..." read more
"It is without a single reservation that I recommend Brent Ross. I have worked with Brent and the Harrison Assessments organization for a while now ..." read more
Key Guidance on Sec. 199A Deductions
The new QBI deduction, created by the 2017 tax reform law, allows many owners of sole proprietorships, partnerships, S corporations, trusts, or estates to deduct up to 20 percent of their qualified business income. Eligible taxpayers can also deduct up to 20 percent of their qualified real estate investment trust (REIT) dividends and...
If you find yourself on life support, who will make decisions for you? Unfortunately, it's been estimated that fewer than one in three Americans have what's called a living will or advance health care directive.
But no matter what you call it, it's important because it details how you'd like to be cared for if you wind up on life support. Do you want doctors to do everything...