Charles W. Puckett

Charles W. Puckett
Director – Tax & Consulting Services

Background

CHARLES W. PUCKETT graduated from The University of Tennessee with a Bachelor of Science degree in business administration with majors in accounting and economics. For 35 years Charlie has focused on the local community with closely-held businesses providing clients with a variety of services. After college, Charlie joined the firm of W.O. Daley & Company where he became a partner. Charlie has served in roles in both local and national firms ranging from Director to managing partner.

Professional Activities

  • American Institute of Certified Public Accountants (AICPA)
  • Florida Institute of Certified Public Accountants(FICPA)
  • National Society of Accountants for Cooperatives
  • Central Florida Estate Planning Council

Community Activities

  • Downtown YMCA of Central Florida, Board Chairperson
  • Bishop Grady Villas, Inc., Volunteer
  • Winter Park Racquet Club, Past President and Board Director
  • Winter Park High School Foundation, Inc, Past President
  • Florida Special Olympics, Volunteer
  • Maitland Soccer Club, Past Board Director and Coach
  • Florida Chamber of Commerce, Member

Concentrations

  • Business accounting, budgeting, cost & trust accounting, income tax planning, estate and gift tax planning
  • Industries include manufacturing, construction, wholesale, agribusiness, cooperatives, not-for-profits, and real estate

Speaking Engagements

  • In addition to teaching accounting and tax classes for internal and external personnel, Charlie has been a guest speaker to professional and business organizations on accounting, tax and business consulting topics
Emochila: CPA Websites