Michele Bonaccorso, CPA

Blending a foundation in wealth management with deep tax and business advisory experience, Michele offers clients a holistic approach to planning and growth. She holds a B.A. from the University of South Florida and completed post-graduate accounting coursework at Arizona State University in pursuit of her CPA license.
Over the course of her career, Michele has specialized in retirement and estate planning, portfolio management, and business advisory. She has guided individuals and families through long-term financial strategies, advised clients on asset allocation and investment risk, and now emphasizes integrated tax and business advisory services.
Today, her work centers on delivering financial and tax planning solutions for business owners and professionals. She works extensively with restaurant owners and real estate developers/investors, helping them navigate complex tax structures, business transitions, and multi-layered planning strategies.
Outside of her professional life, Michele enjoys hiking, exploring her creativity through painting, and tending to her growing collection of houseplants.