Local: 352-795-6118
A State of Florida Professional Services Company Providing Tax and Consulting Services Nationwide!

Firm Profile

Since the firm’s inception in 1972, Price and Company has been providing professional financial services in Citrus County

Directors

Chuck Price., E.A.

Chuck Price, E.A. began working at Price & Company P.A. in 2000 under the tutelage of our founder, Phillip W Price Sr. CPA, MBA. He became licensed as an Enrolled Agent in 2005 and for the past 9 years has been a managing member of Price & Company P.A. providing general accounting and tax services for clients from coast to coast. As the National Association of Enrolled Agents (NAEA) says, “Enrolled agents (EAs) are America's Tax Experts. EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS”. In addition, “Enrolled agents hold the most expansive license the IRS grants” as per irs.gov.

Prior to joining Price & Company P.A. Chuck attended the University of Florida and was an active duty member of the United States Air Force. Chuck spent 3 years in one of the most active F-16 fighter squadrons in the country as an avionics technician. In 1996 he was handpicked as one of only 3 airmen in the United States to represent the USAF in Operation William Tell. Upon completion of his assignment at Hill AFB Utah he was selected to be an instructor at Sheppard AFB Texas. During his time as an instructor he logged over 4,000 hours of instruction.

Chuck has been committed to the Citrus County community over the years through a number of societies and positions including Treasurer for Habitat for Humanity of Citrus County and Citrus Sertoma. As Managing Director of Price & Company P.A., Chuck continues to lead the tax and general accounting division of Price & Company P.A. providing effective and efficient service at the highest level of quality.


Phil Price Jr., CPA

For the past 7 years, Phil Price, CPA has planned, led, and executed financial statement audits over Non-for-profit entities, Homeowner Associations, Publicly Traded Insurance and Manufacturing Companies, Fortune 500 companies, manufacturing companies in excess of $1B in Revenue and $500M in assets, Credit Unions, Banks, Concessionaires, Hotels, and Private Universities. He also has experience performing Single-Audits and Agreed upon Procedure Audits.

For the past 3 years Phil was with KPMG LLP where he rose to Audit Manager and was a member of the Firm's National Leadership Council, a National Instructor, and recognized nationally as a Mentor to other employees within the firm. Annually, Phil would lead engagements totaling in excess of $1M in engagement fees. He is currently an owner of Price & Company P.A.

Phil is actively licensed as a Certified Public Accountant and registered member of the AICPA and FICPA. He currently sits as a director on the FICPA Political Action Council as well and is active in the Florida State University Professional Mentor Program. He received his Bachelors of Science Degree in Accounting from Florida State University in Tallahassee, Florida.


Dan E. Price, CPA, CFA

Since 2007, Dan Price, CPA, CFA has 3-4 years of experience leading audits of financial statements over both Public and Private Entities and will act as a concurring (high-level) review from a quality assurance perspective. He has spent the past 3 years as a Managing Analyst performing forecasting and modeling professional services.

Dan started his career as a financial statement auditor in the Tampa Bay area and is currently an Owner of Price & Company P.A. Dan has background in data analysis, specifically as it relates to loan risk modeling for financial institutions. He has also been an integral part of evaluating standards set by the FASB and other regulatory bodies to determine how they affect the design of risk models and reporting requirements for his clients.

Dan received his Bachelors of Science Degree in Accounting and Masters of Accountancy from the University of South Florida in Tampa, Florida. He is an actively licensed Certified Public Accountant and is a holder of the right to use the Chartered Financial Analyst® designation.