Joe Serrone
Managing Partner
As an Enrolled Agent (EA), Joe is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers throughout the United States before the Internal Revenue Service. Joe has earned unlimited practice rights as an Enrolled Agent, and can represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals. Joe helps individuals and businesses across the United States take a progressive, and forward-thinking approach to their Accounting and Tax needs by advising, representing, and preparing tax returns for individuals, partnerships, and corporations. Joe also specializes in developing proactive tax planning strategies to help minimize his clients present and future tax burden. Enrolled Agents like Joe, defer from other tax professionals because they are required to demonstrate expertise in matters of taxation by passing a stringent, and comprehensive examination process before they may represent a taxpayer before the IRS.
Vickie Serrone
Managing Partner
Banker, marketer, closer, and all-round ringleader of Polaris, Vickie is equally as passionate about waving the cloud accounting flag at small businesses who prefer to work smarter and do business better. In fact, determined to banish the idea of traditional, stuffy accounting firms full of boring bean counters, Vickie is often heard chanting her favorite tagline “Bringing Sexy Back to Accounting.” Vickie worked in the banking industry since the invention of the telegraph in various roles—from Teller Supervisor to miracle worker of banking issues—while consistently expanding her knowledge of banking fraud and fraud prevention processes. Now she loves working with small businesses on their tax and accounting challenges and is first in line during late November to demand access to the latest tax updates and potential tax deductions for individuals and small businesses. She’s also furthering her interest in marketing, branding, and social media for Polaris. A true Florida girl, Vickie completed her education in Winter Park, Florida. Vickie loves the outdoors, especially gardening and roaming the grounds of Biltmore Estate in Asheville, NC greeting visitors as a long-last heir of the Vanderbilt family.
Brandon Bueno
Managing Partner
Brandon holds a Bachelor Degree in Accounting with a concentration in Managerial studies, Brandon is passionate about helping clients better manage their business by taking a proactive approach to their accounting needs. As a Xero Certified Advisor and QuickBooks ProAdvisor, Brandon is responsible for the implementation, migration and ongoing management of our client’s financial records in both Xero and QuickBooks. Brandon brings together a strong background in Accounting and a passion for Technology to help our clients grow their businesses.
Ciara Garcia
Tax and Accounting Manager
A licensed Federal Enrolled Agent (EA) with the Internal Revenue Service with over 15 years in public practice. Ciara received her Bachelors of Accounting degree from Barry University and her Masters of Accounting degree from Nova Southeastern University.
Bobby Walters
Sr. Tax and Forensic Accountant
A South Florida Native and avid bowler, has over 11 years of experience in the accounting industry. Bobby received his Bachelors of Business Administration with a Major in Accounting from Florida Atlantic University. He has helped many clients with their accounting needs from HOAs, to business's, to individuals and more. Tax preparation has been his main specialty the past 4 years. He has two young handsome boys and is a very proud father and husband. He has assisted in founding the Ryan Boyd Memorial Scholarship Fund in 2015, a non-profit organization that provides scholarships to youth bowlers, and has been a board member since it’s inception.
Travis Wagner
Community Association Accountant
Originally from Georgia, has lived in South Florida for almost 20 years. He graduated from Florida Atlantic University with a Bachelors of Business Administration majoring in Accounting. He has over 6 years’ experience in the field focusing on Home Owners Associations and payroll reporting for clients.
Marilyn Papale
Accountant
Marilyn has 3 adult children and 8 beautiful grandchildren. Proud mother and grandma is an understatement. She graduated in 1963 from NMHS in North Miami. She began her career in accounting working for Community National Bank of Bal Harbor as a bookkeeper 57 years ago. She joined the Moody Accounting team in 2009. Marilyn enjoys working alongside Peggy and Jennifer Moody, and all of the dedicated Moody staff.
Danielle Winnerling
Accountant
A mother of three, infant through teenager, knows how to multi-task, organize, schedule, and make decisions. Danielle’s higher education started at UCF and graduated with a Bachelor’s of Science in Business and Decision Science from Monmouth University in New Jersey. Her skills and experience range from setting up companies start to finish: writing policies, management, logistics and bookkeeping. She volunteers on a regular basis in her children’s schools and community. Her interests include healthy lifestyle, family activities, nutrition, boating, dancing and music.
Jerri Vanlehn
Accountant
Jerri is a South Florida native with experience in various business accounting for over 20 years. She is a fervent bowler and thoroughly enjoys the competition and travelling for tournament play. We can aways count on Jerri to decorate the office for holidays and when Jerri isn’t working or bowling, she enjoys spending time with her friends and family.
Nancy Miller
Office Manager
Nancy, our office manager, hails from the Chicago area relocating in 1973 to South Florida with her parents and sister. A graduate of Florida State University, she has her undergraduate in finance and marketing and her Masters (Nova Southeastern University) in International Marketing. Nancy has 32 years in the corporate global area with emphasis in business, product operations and process (Six Sigma Green Belt). In her spare time, Nancy is an avid walker, college football fanatic and enjoys curling up with her beagles to watch a game.
Sharon Wagner
Accountant
Sharon has been working as freelance Graphic Designer and Social Media Manager for 4 years. She has 25 years experience working in IT. 15 of the 25 years was with IBM working as System Administrator then as Service Delivery Manager. After 25 years in IT, she switched career paths to accounting and bookkeeping with Moody Accounting Services. She has 4 sons and 5 grandchildren and enjoys spending as much time as possible with her family. She has a Diploma in Graphic Design from New York Institute of Art & Design and a Diploma in Computer Programming from Florida Technical College.