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Our Team


Jonathan Levy

Shareholder

    • Board Certified Expert in Aviation Law
    • University of Arizona, B.S., B.A.
    • New York University, J.D.
    • Admitted to Practice in Florida and Tennessee
  • Private Pilot
jonl@advocatetax.com (888) 325-1942 ext. 101

Suzanne Meiners-Levy

Shareholder

    • Pro Bono Director
    • Vanderbilt University, B.S.
    • New York University, J.D.
  • Admitted to Practice in Florida, New York, Tennessee, and Texas
suzanneml@advocatetax.com (888) 325-1942 ext. 102

Joseph Quackenbush

Managing Attorney

    • University of Florida, B.A.
    • University of Miami, J.D.
  • Admitted to practice in Florida
josephq@advocatetax.com (888) 325-1942 ext. 106

Letisha Bivins

Managing Attorney

    • Florida A&M University, B.S.
    • Florida State University, J.D.
    • University of Florida, LL.M. Taxation
  • Admitted to Practice in Florida
letishab@advocatetax.com (888) 325-1942 ext. 107

Richard Yan

Legal Advisor

    • University of Florida, B.S.
    • George Washington University, J.D.
    • Admitted to practice in Florida
  • CPA, Massachusetts
richardy@advocatetax.com (888) 325-1942 ext. 108

Daniel B. Smith

Legal Advisor

    • The College of New Jersey, B.S.
    • Seton Hall University School of Law, J.D.
  • Admitted to practice in Florida, New York, and New Jersey
dans@advocatetax.com (888) 325-1942 ext. 110

Patrick Bornstein

Legal Advisor

    • University of Central Florida, B.A.
    • University of Florida, J.D.
  • Admitted to practice in Florida
patrickb@advocatetax.com (888) 325-1942 ext. 109

Robert Wohlrabe

Tax Advisor

    • University of Wisconsin, B.B.A Accounting
    • CPA, Florida and Wisconsin
    • Manager, 8 years at National Accounting Firm
  • 20+ years as CFO in Marine Industry
robertw@advocatetax.com (888) 325-1942 ext. 111

Samantha Maldonado

Tax Advisor

    • Edison State College, A.S. Accounting Technology
    • Florida Gulf Coast University, B.S. Accounting
    • AICPA Member
    • FICPA Member
  • V.I.T.A. Volunteer
samantham@advocatetax.com (888) 325-1942 ext. 116

Spencer L. Garrity

Tax Advisor

    • University of San Francisco, B.S.B.A Finance
    • Florida Gulf Coast University, M.S. Accounting & Taxation
    • CPA, Florida
    • AICPA Member
  • FICPA Member
spencerg@advocatetax.com (888) 325-1942 ext. 115

Zachariah Schleicher

Tax Advisor

    • University of South Florida, B.S. Accounting
    • University of South Florida, M.S. Accounting & Taxation
    • CPA, Florida
    • AICPA Member
  • FICPA Member
zachariahs@advocatetax.com (888) 325-1942 ext. 113

Josh Bridgemohan

Tax Advisor

    • University of Tampa, B.S. Accounting
    • AICPA Member
  • V.I.T.A. Volunteer
joshb@advocatetax.com (888) 325-1942 ext. 119

Yen Thai

Staff Accountant

    • University of South Florida, B.S. Accounting
  • University of South Florida, B.S. Management Information Systems
yent@advocatetax.com (888) 325-1942 ext. 123

Tricia Smith

Staff Accountant

    • University of the West Indies, B.A. History
    • BYU Marriott School of Business, M.O.B/M.A
  • Nova Southeastern University, M.Acc Program
tricias@advocatetax.com (888) 325-1942 ext. 121

Jacob Rojas

Staff Accountant

    • University of South Florida, B.S. Accounting
jacobr@advocatetax.com (888) 325-1942 ext. 132

Steven Mann

Staff Accountant

    • Florida Gulf Coast University, B.S. Accounting
stevenm@advocatetax.com (888) 325-1942 ext. 122

Scott Battle

Director of Business Development

    • General Securities Principal, 25 years
    • Former Air Control Officer 2nd Marine Aircraft Wing
  • College of William & Mary
scottb@advocatetax.com (888) 325-1942 ext. 105

Tyler Cristick

Director of Marketing

  • Florida Gulf Coast University, B.S. Criminal Justice
tylerc@advocatetax.com (888) 325-1942 ext. 128

Stephanie Dodd

Office Administrator

  • University of Central Florida, B.S. Legal Studies
stephanied@advocatetax.com (888) 325-1942 ext. 104

Brigette Harms

Compliance Manager

  • Baker College, A.S. Business Management
brigetteh@advocatetax.com (888) 325-1942 ext. 117

Peg Egan

Audit Specialist

    • Providence College, B.A.
    • Mercy College, Paralegal Certificate
  • Enrolled Agent
pege@advocatetax.com (888) 325-1942 ext. 118

Erin Meyer

Compliance Specialist

    • Florida Gulf Coast University, B.S. Political Science
  • New England College of Business and Finance, M.S. Business Ethics & Compliance
erinm@advocatetax.com (888) 325-1942 ext. 120

Charles Martin

Compliance Specialist

  • University of the Sacred Heart, B.A. Communications
charlesm@advocatetax.com (888) 325-1942 ext. 124

Carolissa Jones

Compliance Specialist

    • Keiser University, A.A. Paralegal Studies
  • University of South Florida, B.A. Criminology
carolissaj@advocatetax.com (888) 325-1942 ext. 130

Amen Alayyan

Compliance Specialist

    • Florida Atlantic University, B.A. Political Science
  • V.I.T.A. Volunteer
amena@advocatetax.com (888) 325-1942 ext. 131

Claudia Adrien

Compliance Specialist

    • University of Florida, B.S. Journalism
claudiaa@advocatetax.com (888) 325-1942 ext. 125

Amy Harding

Receptionist

    • Mercyhurst University, B.A. English
  • Mercyhurst University, B.A. Education
amyh@advocatetax.com (888) 325-1942 ext. 100


Advocate Consulting Legal Group, PLLC. 3555 Kraft Rd. Suite 240 Naples, FL 34105 and 1300 N. Westshore Blvd. Suite 220 Tampa, FL 33607. Suzanne Meiners-Levy, Esq. (239) 213-0066. Tax Disclosure. We inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under federal tax laws, specifically including the Internal Revenue Code, or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein. Privacy Policy. Terms of Use.