About

CLICK HERE to return to the website

Gary Fitzgerald, CPA is a partner with Fitzgerald & Company, a certified public accounting and financial management consulting firm.

Gary serves as a CFO/consultant to private business owners by directing the strategic planning process to maximize the value of their business, protect both their personal and business wealth, and convert their business ownership into financial independence.

Gary is an experienced financial executive of both public and private equity owned companies.

Fitzgerald & Company are members of Midas Advisors, InKnowVision Wealth Design, The Stage 2 Business Solution, and Estate & Wealth Strategies Collaborative, networks of wealth advisors.

Steven P. Smith, CPA is a tax consultant with over 20 years of public accounting and private industry experience.  He works directly with his clients in a wide array of situations with a view toward reducing tax burdens while maintaining compliance with tax law.  Steven has experience with business acquisitions and formations, managing IRS audits and appeals, corporate restructures, and high net worth individuals.

Steven began his professional career in 1988 with the international accounting firm of KPMG.  After being promoted to Tax Manager, Steven pursued an opportunity to become the Director of Taxation for Forte Hotels, Inc. (owner of the Travelodge chain of motels and select exclusive hotel properties).  Next, Steven became Vice President of Tax for Jack in the Box, Inc., the $2 billion, publicly held owner of the Jack in the Box restaurant chain.  For the past 5 years, Steven held a position with a local CPA firm providing tax services to small and mid-sized businesses and high net worth clients.

Steven graduated cum laude from San Diego State University in 1988 with a Bachelor’s Degree in Accounting.

Tani Renee Duke joined Fitzgerald & Company in 1996. She provides part-time Controller services for several clients of our firm. Tani has been a QuickBooks Pro Advisor since 2003, making her an expert in all aspects of the program. She is also a Certified Specialist for Solomon and Master Builder programs.

Tani specializes in the Compilations & Reviews of mid-sized businesses. Having worked in Public Accounting for 20 years, and being part of Fitzgerald & Company for 13 years, Tani continues to be a huge asset to our firm and the clients she serves.

FITZGERALD & COMPANY
1011 Camino Del Rio South
Suite 400
San Diego, CA 92108
Office 619.543.1296
Fax 619.574.1116

CLICK HERE to return to the website