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Full Service CPA & Financial Planning

Acorn Tax and Wealth Advisors is a full service CPA and financial planning firm through Atlantic Sun Financial Group.

Whether your financial objectives are to build assets for the future or protect, enjoy, and pass on the wealth you have already accumulated, we are prepared to help.

What Makes Us Different

At Acorn Tax & Wealth Advisors, our clients are our biggest asset. We strive to bring value through quality work and accurate advice. Our CPAs have years of experience dealing with large and small businesses and a myriad of individual tax situations. We understand the needs of our clients and we strive to achieve high quality results.Our CPAs can assist you with IRS issues, payroll, bookkeeping, tax issues, financial goals and much more.

Our mission is to save our clients from overpaying their taxes, and to provide high quality work at reasonable prices. We invite you to visit us for a complementary consultation.

Dave Ramsey's Endorsed Local Provider

Financial Services Offered

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Financial & Retirement

  • Retirement Planning
  • Estate Planning

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Insurance

  • Life & Health Insurance
  • Disability Insurance
  • Long Term Care Insurance and Planning

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Accounting

  • Bookkeeping
  • Financial Statements
  • Quickbooks Pro Advisor
  • Sales Tax Returns
  • Payroll Tax Returns

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Tax Services

  • Tax Planning and Return Preparation for: Individuals, Businesses, Corporations, Estates and Trusts

Our Staff

Leslie Baker

Leslie Baker

President of Acorn Tax and Wealth Advisors

Leslie Baker is the President of Acorn Tax and Wealth Advisors. She graduated from Brenau College in Gainesville Georgia with a BS degree in accounting and started her CPA firm in Georgia in 1994. Concerned about the incomplete financial planning advice her clients were receiving, Leslie expanded her firm's traditional tax and accounting services to create a consultative wealth management approach that integrates the financial arenas of the greatest concern to her clients: reducing taxes, mitigating down-side investment risk, utilizing asset protection and transferring accumulated wealth to the next generation.

With over 20 years of experience, Leslie Baker specializes in helping successful business owners and senior management executives convert their success into personal wealth for retirement. Working as their "Personal CFO", Leslie helps wealthy individuals make sure that ALL the pieces of their financial picture fit together for their unique situation.

Austin Vealey

Certified Public Accountant

Austin Vealey

Austin is a partner at Acorn Tax and Wealth Advisors. Austin is an Ocala, FL native who started out his college education at Central Florida Community College. After receiving his AA degree in 2002, he moved to Fort Myers, FL where he received his bachelors in Accounting in 2004 and a Master's degree in Accounting and Taxation in 2007 from Florida Gulf Coast University. In 2005, he started his career in public accounting in Naples, FL working for a national accounting firm and was there for several years before moving back to Ocala, FL. Austin is passionate about accounting and taxation. He is also licensed to advise clients on insurance, mutual funds, and annuities and is planning on completing his series 7 Securities license in 2015.

Holly Vealey

Staff Accountant

Holly Vealey

Holly is an accountant and notary at Acorn Tax and Wealth Advisors. Holly is originally from upstate New York and relocated to Ocala, FL over 15 years ago. She is currently attending McKinley College for her degree in accounting. Holly is committed to assisting our clients with their accounting and tax return needs.

Our Contact Info

Acorn Tax & Wealth Advisors

7494 SW 60th Avenue
Suite B
Ocala, Florida 34476

Phone: 352-369-9933

AcornTWA@gmail.com

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