Matthew B. Bishop,
JD, CPA*/PFS, CLU, ChFC, CFP®

Managing Principal

Matthew's extensive professional designations and educational credentials exemplify his own relentless pursuit of excellence. Matthew brings his skills, knowledge, and abilities to address all of his clients' needs in his professional practice.

In addition to his tax and accounting work with Bishop & Company, P.L., Matthew instructs other financial professionals within the Certified Financial Planner® program. With specialized knowledge in taxation, law, and personal financial planning, Matthew's level of knowledge and expertise is hard to come by outside of the largest accounting and law firms.

Matthew's professional career includes experience with two "Big Four" accounting firms. Now, he brings these same skills to his own practice. Matthew's professional independence and technical expertise allow him to provide unbiased and objective advice to clients.

[See Resume]

Thomas L. Hazouri, CPA*/PFS, CFP®

Director of Tax Services

 

Tommy received his Bachelor’s Degree in Business Administration with a Major in Accounting from the University of North Florida. He is a member of the American Institute of CPA’s and the Florida Institute of CPA’s. In addition to being a CPA/PFS, he is also a Certified Financial Planner® practioner and holds his Series 63, Series 7 and Life, Health and Annuity licenses.

Previously, he has been employed in "Big Six" public accounting and also served as the in-house “expert” on estate and fiduciary tax matters with banks and brokerage firms.  

Areas of Practice

  • Small - Mid Size Businesses
  • High Net Worth Individuals
  • Executive and Professional
  • Closely Held Businesses
  • Trusts and Estates

Credentials / Licenses

  • Certified Public Accountant
  • Personal Financial Specialist
  • Certified Financial Planner® practioner 
  • Series 65

 


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.

* Regulated by the State of Florida



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