Business Details
50+ Years
experience
Your Trusted Accounting Partner in Lake City, FL
At Odom Moses, we believe in the value of relationships and view every client interaction as a partnership. Founded in 1951, our firm has built a legacy of excellence through personalized service, technical expertise, and a commitment to client success. Our team of certified professionals brings decades of combined experience in accounting, tax planning, and financial consulting, serving individuals and businesses across North Florida and the Southeastern United States. We prioritize continuous education and cutting-edge technology to deliver accurate, timely solutions tailored to each client's unique needs. With a focus on transparency and integrity, we guide clients through complex financial landscapes, from estate planning to business entity selection.Our dedication to community and professional excellence has earned us recognition, including leadership roles in industry organizations and local boards. We remain committed to evolving with our clients' needs while upholding the standards established by our founder, Drakon B. Hayes Odom, a pioneer in Florida's accounting profession. By combining tradition with innovation, we ensure our clients receive unparalleled service that fosters long-term financial success.
Services
Accounting Services
Tax Preparation
Estate Planning
Business Consulting
Financial Statements
Retirement Planning
QuickBooks Support
Pension Plans
Details
- Year established: 1951
Highlights and features
- We offer over 70 years of combined experience in accounting and tax services.
- Our team includes Certified Public Accountants with specialized financial planning credentials.
- We provide personalized service tailored to individual and business client needs.
- Our firm maintains affiliations with leading financial institutions for comprehensive solutions.
- We combine local market knowledge with national regulatory expertise.
Associations and certifications
- Certified Public Accountants (CPA)
Services
Tax Services
Our Tax Services provide comprehensive preparation and strategic planning for individuals and businesses. We specialize in complex returns, estate and trust tax filings, and year-round tax optimization strategies. With expertise in federal and state regulations, we help clients minimize liabilities while ensuring compliance through proactive planning and accurate reporting.
Estate Planning
Estate Planning services focus on creating orderly asset transfer strategies for individuals and business owners. We coordinate with legal professionals to develop trusts, wills, and gifting strategies that protect assets, provide for surviving family members, and reduce tax burdens. Our approach ensures continuity for both personal legacies and business operations.
Business Consulting
Business Consulting addresses profitability challenges and growth opportunities for small enterprises. We analyze financial operations, recommend entity structures, and develop solutions for cash flow management. Our services include succession planning, acquisition guidance, and retirement plan implementation to support long-term business sustainability.
QuickBooks Support
QuickBooks Support services help businesses implement and maintain efficient accounting systems. We offer setup assistance, training, and ongoing database management for both desktop and online versions. This service ensures accurate financial tracking and reporting tailored to clients' operational needs through customized software solutions.
Retirement Planning
Retirement Planning focuses on creating personalized investment and savings strategies for individuals. We design diversified portfolios, manage 401(k) plans, and develop long-term financial security solutions. Our certified specialists combine tax expertise with investment knowledge to help clients achieve their retirement goals through strategic asset allocation.
People
Philip J. Moses, Jr.
Managing Partner
Philip J. Moses, Jr. is a CPA with a Personal Financial Specialist designation and managing partner of Odom Moses. He has served as a financial advisor for over 35 years, specializing in wealth management and tax planning. He holds multiple securities licenses and serves on local banking and nonprofit boards.
Cammy L. Scott
Partner
Cammy L. Scott, CPA, provides tax and accounting expertise to business clients. With over 30 years of experience, she serves on nonprofit finance committees and holds Series 7 and 65 securities licenses. She graduated Magna Cum Laude from the University of Texas of the Permian Basin.
Tammy D. Hall
Partner
Tammy D. Hall, CPA/PFS, specializes in wealth management and estate planning. A Florida native with securities and insurance licenses, she serves on educational finance committees and has over 25 years of experience in financial advisory services for individuals and businesses.
Clarence E. Brown
Partner
Clarence E. Brown, CFP, focuses on retirement planning and investment strategies. A Lake City native with 20+ years of experience, he holds Series 7 and insurance licenses. He serves on local charity boards and emphasizes diversified, long-term financial planning.
Deserrai Goosen
Partner
Deserrai Goosen, CPA, specializes in tax and accounting services with a focus on financial planning. A University of Florida graduate, she has over 20 years of experience assisting clients with estate matters and tax compliance for individuals and businesses.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting, including financial statements, tax preparation, business entity selection, and consulting services tailored to small businesses' needs.
Do you offer estate planning services?
Yes, we offer comprehensive estate planning services including trust and estate tax preparation, wills, and succession planning strategies.
What are your office hours?
Our office is open Monday-Thursday 8:00 AM-5:00 PM and Friday 8:00 AM-1:00 PM Eastern Time.
Can you help with QuickBooks implementation?
Yes, we provide QuickBooks setup, training, and ongoing support for both desktop and online versions to ensure accurate financial management.
Do you serve clients outside Florida?
Yes, while based in Florida, we serve clients throughout the Southeastern United States with our accounting and tax services.
