Our People

Debie Leonard

Debie Leonard CPA

Shareholder Emeritus

Tax Services

Not-for-Profit, Individuals

Since 1983, Debie has been providing tax, accounting, and business advisory services to a variety of individuals, small businesses, estates, trusts, not-for-profit organizations, political organizations, and charitable foundations. Selected responsibilities include planning, review of tax returns, research on tax engagements, and wealth management planning.

Debie has been involved in the preparation of several applications for exempt status, representation before the Internal Revenue Service, income tax planning strategies, personal financial planning, estate planning, charitable planned giving, and retirement planning. Debie has extensive experience working with 501(c)(3), 501(c)(4), and 501(c)(6) organizations and related combinations of those entities. She frequently speaks on the Form 990, executive compensation, unrelated business income activities, and lobbying and political issues at conferences and seminars.

Professional Associations:

  • Member of the American Institute of Certified Public Accountants (AICPA)
    • Personal Financial Planning Section
  • Member of the Florida Institute of Certified Public Accountants (FICPA)
    • Investment Policy Committee
    • Estate and Financial Planning Conference Committee
    • CPA Elder Planning and Support Services Committee
    • Past Member, FICPA Foundation
  • Past President and Current Member, Tallahassee Regional Estate Planning Council
  • Past Member, Florida Society of Association Executives

Community Activities:

  • Treasurer, Club 25
  • Board Member, Community Foundation of North Florida
    • Investment Committee
  • Planned Giving Council Member, FSU Foundation
  • Past Board Member, American Lung Association
  • Past Advisory Board Member, FSU College of Business
  • Past Chairman & Alumni, Leadership Tallahassee, Class XIIII

Education:

  • Bachelor of Science in Accounting, Florida State University
  • Certified in Personal Financial Specialist, AICPA

Awards & Honors:

  • 2016, Florida Institute of CPAs, Women to Watch, Experienced Leader
  • 2015, Leadership Tallahassee, Distinguished Leadership Awards, Servant Leadership Category
  • 2013, Tallahassee Democrat, 25 Women You Need to Know