In 2020, Carla Plush Smith’s availability was uncontrollably restricted, and Plush Smith PA (PSPA) was unable to continue to provide the quality of client service it had become known for. As a result, Plush Smith PA (PSPA) ceased its operations at the conclusion of its calendar 2019 tax filing season (10/15/20). Any further CPA services required by PSPA clients will have to be provided by another firm.
Of course, all PSPA clients are free to seek the replacement CPA firm of their choice. However, Carla believed it responsible and helpful to provide clients with a transition which might be as seamless as possible. To do so would require identifying a CPA firm which had technical and personal capabilities comparable to Carla’s. After some deliberation and research Carla reached agreement with the firm of Mauldin & Jenkins, LLC (MJ) to assume the PSPA lease and staff it with the right personnel to achieve that objective.
If you are a PSPA client and wish to consider engaging MJ for your CPA firm needs, please contact Melodie Rich, CPA (Partner) or Becky Fingerle, CPA (Director) at 941- 953-7587. Melodie and Becky as well as supporting CPA’s and staff are located in the PSPA suite of offices located at 2 N Tamiami Trail, Suite 506 located in downtown Sarasota. Should you desire it, we will permit them digital access to all of the files we may have maintained for your PSPA engagements. Carla will also be available to consult with them on any matter for which her experience will be helpful.
There will undoubtedly be instances in which a past PSPA client will wish copies of prior returns or other PSPA work product. All such requests should be addressed to Melodie Rich or Becky Fingerle. They will be required to obtain your permission to access the applicable files which we will grant should you so request. The IRS has fairly stringent rules regarding distribution of client tax documents so please anticipate the need to provide written authorizations.
Inquiries regarding PSPA matters not involving client service should be addressed to firstname.lastname@example.org. PSPA has no employees. Responses to inquiries may require a few days' time.