OFFUTT BARTON SCHLITT LLC
VERO BEACH, FLORIDA

Offutt Barton Schlitt LLC is a distinguished full-service accounting firm located in Vero Beach, Florida. Serving clients from coast to coast, the firm offers exceptional quality tax and accounting services utilizing advanced paperless systems, catering to businesses and individuals globally. Offutt Barton Schlitt LLC prides itself on efficient processes and custom-tailored solutions, offering both paperless options and traditional paper packages based on client preferences. The firm employs a professional and trustworthy staff known for delivering pleasant interactions while handling the tax and accounting needs of small businesses and individuals, including those with simple W-2 wages to complex multi-jurisdictional corporations. Their expertise spans from individual income tax return preparation to comprehensive audit and attest services. Offutt Barton Schlitt boasts specialists in diverse areas: - Harry is an accredited business valuations expert and certified in financial forensics by the American Institute of CPAs, with practice areas including IRS representation, estate planning, and business valuation. - A former senior accountant at W.O. Daley & Company and KPMG, she graduated cum laude from Rutgers University and holds a certificate in financial planning from the University of Central Florida. She actively participates in community organizations such as the Vero Beach Rotary Club and serves on various local commissions and boards, including the City of Vero Beach Finance Commission. Key personnel includes: - Will Schlitt, who brings extensive experience from serving as Tax Manager at LBR and KPMG LLP. His work emphasizes flow-through entities, high-wealth individuals, and tax compliance across multiple states. Engaged with local charities, he serves the community through his board memberships in organizations such as Youth On A Mission and Habitat for Humanity. - Ali oversees the Audit division with over 15 years of public accounting experience, adept at handling both domestic and international client engagements across a range of entity types and addressing complex tax matters. - Frank, leading the succession planning department, offers robust expertise in business consulting stemming from his background in construction and development. Prior to Offutt Barton Schlitt LLC, he managed a construction company for 13 years focusing on profitable investments. Offutt Barton Schlitt was incorporated in Florida under the company type FLAL with its Date of Incorporation being January 22, 2013. The firm's registered office is located at 570 Beachland Blvd., Vero Beach, FL, and can be reached at (772) 231-2100 or (772) 234-4333. It holds a filed number L13000011557 with the state of Florida.