Empowering your financial future, one relationship at a time.
Our Firm's History and Mission
For over three decades, Olivari & Associates has been dedicated to providing quality, personalized financial guidance to individuals, businesses, and non-profit organizations in the Ormond Beach area. Our firm's expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.
Community Commitment
We are proud of our commitment to the community through our involvement in a wide range of groups and organizations. Our partners and staff actively support local fundraising activities and encourage everyone in the firm to donate their time as board members and officers with local organizations.
Our Mission
Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs, thorough research, and sound analysis. Olivari & Associates is dedicated to meeting these goals with high standards of excellence and professionalism.
Peer Review
Our firm takes pride in its achievement of the highest rating level for peer review by another CPA firm. Clients can be assured of the integrity, independence, and quality service of Olivari and Associates.
Our Team
Our team of experienced professionals is dedicated to providing exceptional service to our clients. Our firm is comprised of expert accountants, including:
- John S. Olivari, CPA: With over 42 years of accounting experience, including 32 years in public accounting in various specialties and 10 years in healthcare. John is well-versed in financial and compliance audits, individual and small business consulting, and tax services.
- Mary Greenlees, Trust & Estate Specialist: With over 31 years of accounting experience, Mary specializes in individual and small business tax management services, trust and estate planning, and litigation support.
- Johnny Svajko, CPA: With several years of experience in tax and small business accounting, Johnny specializes in individual, small business, and non-profit organizations, as well as IRS audit representation.
- Christine Coleman, CPA: With a finance degree and a master's in accountancy, Christine brings a fresh perspective and insight into investment strategy and wealth management.
- Professional and Paraprofessional Staff: Our team also includes experienced professionals, including Chris Lydecker, CPA; Beverly Mitchell; Kathleen Shanahan, EA; Sammi Johnson; and administrative and support staff, including Wanda Lalanne and Karyn Marlett.
Services Offered
Our firm offers a full range of accounting, tax, audit, and consulting services to individuals and businesses throughout Volusia County, including Ormond Beach, Holly Hill, Daytona Beach, South Daytona, and Port Orange. Our services include:
- Tax Preparation and Planning
- Audit and Compliance Services
- Financial Statement Preparation
- Bookkeeping and Accounting Services
- Financial Planning and Consulting
- Trust and Estate Planning
- IRS Audit Representation
- Financial Analysis and Reporting
About Our Firm
Olivari & Associates is dedicated to providing exceptional service to our clients. We believe in building long-term relationships and are committed to staying up-to-date on the latest developments in accounting and tax laws. Our firm is committed to giving back to the community through our involvement in local organizations and fundraising activities.
Positive Reviews
The reviewers praise Olivari & Associates for their excellent service, professionalism, and attention to detail. Many reviewers have worked with the firm for years and have experienced excellent customer service, knowledgeable staff, and helpful guidance.
Negative Reviews
Only one reviewer, C. Watkins, was dissatisfied with their experience. The reviewer was met with a locked door and dark reception area, and the CPA was late and failed to communicate with them. The reviewer decided not to pursue the company due to these issues.
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