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“Not many people enjoy tax preparation or budgeting. It is exciting that my expertise and enjoyment in these areas can serve others by helping them navigate what can often be frustrating, overwhelming, or simply boring to them. It’s my desire and passion to remove the stress and free up your time so you can more freely pursue your passions in life."

 

-Brad, Owner of Wooten CPA PLLC

LEARN MORE

about Wooten CPA PLLC

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Brad

CPA, Owner

Originally from New Bern, North Carolina, Brad attended North Carolina State University and Iowa State University receiving his undergraduate and Masters degrees in Accounting. Brad worked in Audit with a regional firm before moving back to New Bern and working as a named partner in a local CPA firm. In 2012, he and his wife Tiffany felt called to work for Cru, a global nonprofit Christian ministry. In 2019 Brad opened Wooten CPA PLLC in Orlando, where he and Tiffany now reside with their three sons.

  • North Carolina State Univ., Accounting, 2005

  • Iowa State Univ., Masters of Accounting, 2007

  • Licensed CPA in FL (AC52184) and NC (34120)

  • 10+ years of experience in personal and corporate income tax preparation & planning

  • 2 years of audit experience with a regional firm

  • 7 years of experience with a global nonprofit ministry

    • Financial Analyst, Fund Development, Division CFO​

  • Visit Brad's Linkedin page or resume for more details​

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Justin

office manager, tax preparer

Originally from New Bern, North Carolina, Justin now lives in Hilton Head, SC with his wife, Paige, and their son. He attended North Carolina State University earning a degree in Tourism Management. After interning with Outside Hilton Head during college he went to work for them upon graduation. He is a licensed boat captain and has led kayak, paddle board, and family boat tours. During his 10+ years between Outside Hilton Head and Shelter Cove Marina, Justin has experienced the operations side of family owned businesses and gained valuable bookkeeping and small business experience. 

  • North Carolina State Univ., Tourism Management, 2011

  • Currently pursuing an Enrolled Agent license.

  • 10+ years of experience working in closely held companies as a key employee which included performing bookkeeping duties and collection of receivables

  • See Justin's LinkedIn page for more details

Why Choose Wooten CPA PLLC?

You are more than a stack of tax documents. You are a unique individual with dreams, goals, and a complex financial reality that is intertwined with your life story. At Wooten CPA PLLC, you are known and understood.

 

More and more CPA firms now focus on increasing their client base at the expense of personal service. Wooten CPA PLLC exists to serve you in order to bring peace to your financial and tax planning responsibilities. You meet one-on-one with your CPA, your tax situation is explained to you in plain language, and the focus is on your financial goals and your peace of mind.

 

Tax preparation, budgeting, saving, investing, insurance, etc. are stressful for many people. It doesn’t have to be that way. Let Wooten CPA PLLC remove the stress and bring peace to your life so you can get on with what you really want to do; whether that’s spending more time traveling, with family & friends, or just relaxing.

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Vision

Bring peace to people's financial and tax planning responsibilities.

Mission

Serve others through tax prep, financial consulting, and financial education.

Values

Honesty in difficult conversations

Excellence at all times

Provide accurate information

Build relationships, not a client-base

Do the job by the agreed upon deadline

memberships & associations
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