Thomas J. Longman, CPA, PFS is a Certified Public Accountant, Personal Financial Specialist, and Registered Investment Advisor. In 1994, he founded Thomas J. Longman, CPA, PA, a full service accounting and financial planning firm. In 2000, he founded Longman Wealthcare Management, LLC which specializes in assisting businesses and individuals save taxes by utilizing sound financial planning in an effort to secure their financial well being. His designation as a Certified Public Accountant and Personal Financial Specialist allows Tom to be uniquely knowledgeable on topics relating to tax, retirement, and financial planning. Tom's office is located in Miami, Florida.
Tom holds a Masters of Professional Accountancy (M.P.A.) degree and a Bachelor of Science (B.S.) degree. He is a member of the American Institute of Certified Public Accountants (AICPA), Private Companies Practice Section (PCPS), and a former member of the Governmental Audit Quality Center (GAQC). He is also a member of the Florida Institute of Certified Public Accountants (FICPA), and a Registered Investment Adviser.
Tom was the recipient of the FICPA Outstanding Committee Award for his work on the annual Not-for-Profit Organizations Conference. Tom also served on the FICPA Estate and Financial Planning Committee and on the Executive Advisory Council for Barry University. Tom is affiliated with numerous professional and civic organizations in which he has served as board member. He currently serves on the Miami Shores Village General Employees' Pension Board of Trustees. He is also a member of The Rotary Club of Miami Shores.
Tom has been a presenter for the FICPA Estate and Financial Planning Committee due to his unique dedication to providing knowledgeable and professional service to all his clients and colleagues. Tom has worked extensively with individuals and businesses to assist in wealth management, tax planning, and client education. He specializes in tailoring to the financial needs of each individual client to assist in achieving their financial goals thru protecting, growing, and preserving their financial wealth. Tom is unique in his total commitment to servicing his clients. He meets with most of his clients quarterly and regularly communicates with his entire clientele. Tom Longman's devotion to his clients and profession makes his achievements and accomplishments truly noteworthy.