Shareholders

Victoria R. Bartlett, CPA, ABV


Victoria Bartlett

Toria joined GSS in 2009, having already worked in public accounting for over 20 years providing individual, trust, estate, partnership and corporate taxation services. She previously held positions with accounting firms in the UK and Pennsylvania. Toria moved to the Tampa Bay area to spend more time sailing, biking and enjoying live theatre and music.

Toria is a member of the firm’s Wealth Strategies & Services Team working with clients, attorneys, and financial advisors to develop and implement estate plans. With specialized knowledge in business valuation, she assists clients with business succession planning, exit strategies for business owners and evaluations of proposed business purchases. She is also involved in tax planning, compliance and research activities for small business clients in a variety of industries.

Education

Toria holds a Bachelor of Science in Business Administration and Accounting from the University of Phoenix.


Certifications

Toria is a licensed Certified Public Accountant (CPA) in the states of Florida and Pennsylvania. In 2012, she received her Accredited in Business Valuation (ABV) credential through the American Institute of Certified Public Accountants (AICPA).


CPA Designation

 




Professional Affiliations

Toria is an ABV Champion for the AICPA. In this capacity, she mentors new valuation professionals and promotes the industry at large. She is a member of the American, Pennsylvania and Florida Institutes of Certified Public Accountants. She is also a board member of the Suncoast Estate Planning Council.


Community and Civic Organizations Served

Toria volunteers for the St. Petersburg Area Chamber of Commerce in a variety of capacities and is also involved with the Lakewood Ranch Business Alliance.

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