Topline | Jimmy Lundy

See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Jimmy Lundy

President at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Jimmy L.Lundy CPA PA</span>

Intro Book

Experienced CPA with 30+ years of experience in tax, financial planning, and accounting.

Claim this Profile

Location

Crestview, Florida, United States, US

Languages

English -

Skills

Tax
Financial Planning
Business Planning
Accounting
Cpa
Corporate Tax
Income Tax
Tax Preparation
Financial Reporting
Estate Tax Planning
Bookkeeping
Show all

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Based on Jimmy Lundy's extensive experience as a CPA, his leadership roles, and certifications, I estimate his hourly rate to be around $125. This is lower than the national average for CPAs in the United States, considering his location in Crestview, Florida. However, his experience and certifications suggest a higher rate, but the 9 years of experience he has in his current role at Jimmy L. Lundy, CPA, PA, suggests a more modest rate. I've also considered the fact that he is not a senior partner at a large firm, but rather a solo practitioner or a partner in a smaller firm. This rate is also lower than what a senior partner at a large firm would charge, but it's more in line with what a solo practitioner or a partner in a smaller firm would charge.

Bio

Generated by

Topline AI

Jimmy Lundy is a seasoned CPA with over 30 years of experience in tax, financial planning, and accounting. He has held various leadership positions, including President of his own firm and Partner at O'Sullivan Creel, LLP. He holds certifications from the State of Florida and American Institute of CPAs.

Credentials

Certified Public Accountant

State of Florida
Personal Financial Specialist

American Institute of CPAs

Experience

Jimmy L.Lundy CPA PA
- 296 South Ferdon Blvd, Crestview, FL 32536
- President
  - Aug 2014 - Present
  - 296 South Ferdon Blvd, Crestview, FL 32536
  As of August 1, 2014 the Crestview office of Warren Averett LLC closed and reopened as Jimmy L. Lundy, CPA, PA. We will continue as a separate company serving the local community as we have for over 30 years. Please come by and see us as we continue to service the local community.
Warren Averett, LLC
- Crestview, FL
- Office Managing Member
  - Jan 2011 - Jul 2014
  - Crestview, FL
  Member
O'Sullivan Creel, LLP
- Partner
  - Nov 2010 - Feb 2012
  Partner in Charge & Tax Partner of the Crestview office of O'Sullivan Creel, LLP.
Lundy & Bowers, CPA, PA
- Partner
  - Oct 1983 - Nov 2010
  Founding Shareholder, President and managing shareholder.
US treasury IRS
- Revenue Agent
  - 1977 - 1983
  Internal Revenue Agent, Directors Representative, & Examination Group Manager

Education

1974 - 1976

University of West Florida

1974 - 1976
1972 - 1974

Okaloosa Walton Junior College

1972 - 1974

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

The High-Trust Way To Connect with Decision Makers

Humans & AI working together to help you grow.

See How Many Clients You're Missing Each Month

Jimmy Lundy

Refer a Friend to Get
100 Credits For FREE

$125.0

Hourly Rate