Director of Dealership Services

TOM O’CONNELL, CPA Director of Dealership Services (314) 884-4019 VCARD ASSURANCE  |  BUSINESS ENTITY AND GOVERNANCE |  DEALERSHIPS |  FAMILY BUSINESS |  TAX COMPLIANCE EXPERIENCE Tom O’Connell, CPA, is Director of Dealership Services at Purk & Associates, where he helped found the nationwide Dealership division, which provides accounting and tax services for all dealership types…

Senior Associate

CHRIS MURPHY , CPA/ABV Senior Associate ACCOUNTING AND CONTROLLERSHIP  |  CONSTRUCTION |  HOME BUILDERS |  MANUFACTURERS AND DISTRIBUTORS |  NOT FOR PROFIT |  PROFESSIONAL SERVICES |  REAL ESTATE INVESTORS AND DEVELOPERS EXPERIENCE Chris Murphy, CPA/ABV, a Senior Associate in the valuation and business services division involved with valuations and calculations of closely held businesses, gift…

Associate/Bookkeeper

JENNIFER MOSS Associate/Bookkeeper 314-884-4037 ACCOUNTING AND CONTROLLERSHIP  |  BOOKKEEPING CONSULTING |  PAYROLL AND PAYROLL TAXES |  PROFESSIONAL SERVICES EXPERIENCE Jennifer Moss is an Associate in the Controllership Services division with Purk & Associates P.C. focused on bookkeeping, tax and payroll matters. Jennifer has nearly 10 years of accounting, bookkeeping, business and management experience. Jennifer enjoys…

TAYLOR LUETKEMEYER , CPA Tax Manager (314) 884-4007 VCARD HEALTHCARE  |  HOME BUILDERS |  PROFESSIONAL ATHLETES |  PROFESSIONAL SERVICES |  REAL ESTATE INVESTORS AND DEVELOPERS |  SALT (STATE AND LOCAL TAXES) |  TAX COMPLIANCE EXPERIENCE Taylor Luetkemeyer, CPA, is a Senior Associate in the Tax Division where she performs tax compliance and consulting for privately held…

Principal, Assurance Services

TJ HOEFERLIN , CPA, MBA, CIA Principal, Assurance Services (314) 884-4012 ACCOUNTING AND CONTROLLERSHIP  |  ASSURANCE |  BUSINESS ENTITY AND GOVERNANCE |  CONSTRUCTION |  EMPLOYEE BENEFIT PLAN SERVICES |  ERISA PLANS |  GOVERNMENTAL |  HEALTHCARE |  MANUFACTURERS AND DISTRIBUTORS |  NOT FOR PROFIT |  REAL ESTATE INVESTORS AND DEVELOPERS EXPERIENCE Thomas “T.J.” Hoeferlin, CPA, MBA,…

Associate

NICK GROBE, CPA Associate (314) 884-4006 ASSURANCE  |  DEALERSHIPS |  EMPLOYEE BENEFIT PLAN SERVICES |  HOME BUILDERS |  NOT FOR PROFIT |  REAL ESTATE INVESTORS AND DEVELOPERS EXPERIENCE Nick Grobe, CPA, is a Senior Associate in the Tax Department where he provides tax consulting and planning for high-net-worth-individuals and privately held businesses. He also works…

Associate

ELLY EASON Associate 314-884-4035 ACCOUNTING AND CONTROLLERSHIP  |  QUICKBOOKS TRAINING EXPERIENCE Elly Eason is an Associate in the Tax Division of Purk & Associates, P.C. where she prepares tax returns for individual and business clients, and provides payroll and bookkeeping functions. Elly was part of the Purk & Associates internship program before accepting a full…

Associate

NICK DUNCAN , CPA Associate 314-884-4030 ACCOUNTING AND CONTROLLERSHIP  |  BUSINESS ENTITY AND GOVERNANCE |  CONSTRUCTION |  DEALERSHIPS |  HEALTHCARE |  HOME BUILDERS |  MANUFACTURERS AND DISTRIBUTORS |  PROFESSIONAL SERVICES |  REAL ESTATE INVESTORS AND DEVELOPERS |  RISK MANAGEMENT EXPERIENCE Nicholas Duncan is an Associate in the business services division. He ensures that audit standards…

Financial Advisor


SPECIALIZATION:
REAL ESTATE INVESTORS AND DEVELOPERS
RISK MANAGEMENT SERVICES
FAMILY OFFICE
WEALTH MANAGEMENT
EMPLOYEE BENEFIT PLANS
RETIREMENT PLANNING
ENTREPRENEURS
SMALL AND FAMILY OWNED BUSINESSES
SELF EMPLOYED INDIVIDUALS