Company Info

Newkirk & Company Financial Services is located in Central Florida. Carol Newkirk has been in business for over 30 years, serving clients in Deland and the surrounding area. Newkirk & Company offers services in financial planning, bookkeeping for small businesses, taxes and insurance.

 JUST TAKE A CLOSER LOOK AT ALL OF THE SERVICES WE HAVE TO OFFER:

Financial Planning:
Estate Planning, Retirement Planning, Tax Planning, Asset Planning, Pension Planning, Disability Planning, Distribution of Assets, IRA’s, Annuities

Taxes:
Affordable tax preparation; Personal 1040, Corporation 1120/1120S, Non-Profit 990, Fiduciary 1041, Partnerships 1065, Tax Planning & Projections, Setting up new businesses

Bookkeeping:
Payroll Services, Accounting – Monthly and Quarterly, Quickbooks Advisor, Accounting & Quickbooks Training

Insurance:
Long Term Care, Life Insurance, Health Insurance, Dental Insurance, Disability Insurance, Medicare Supplements

 

CAROL NEWKIRK, CTP, CRFA
Certified Tax Professional
Certified Retirement Financial Advisor
carol@cnewkirk.com

Originally from Boise, Idaho, Carol has lived in central Florida for over 30 years. A graduate of the University of Michigan, Carol’s business accomplishments have garnered her recognition as Florida’s Business Woman of the Year in 2003, 2004 and again in 2011. Carol also received the National Leadership Award as the Chairwoman of the National Business Advisory Council in 2007 and the 2009 America’s Top Financial Planners Award from the Consumers Research Council of America.

Carol earned a Congressional Order of Merit from the National Republican Congressional Committee for her more than two year commitment working with Congressman John Linder of Georgia on the Flat Tax Bill (H.R. 25) in 2007.

Carol’s financial expertise and stringent attention to detail is evident in all of her client transactions. Carol stays well informed of changes in governmental tax and financial regulations in order to help her clients make informed decisions; she understands that her work directly affects the future of her clients and their families.

Carol and her husband love spending time with their family, including three children and three grandchildren. Carol enjoys many outdoor activities like fishing and camping and also loves to travel.

 

AMY PAGLIARO
Administrative Assistant

Amy is a graduate of the American Business Institute in Tampa, Florida, and has held accounting positions in several major corporations such as Fiserv, Cerner and SunGard.

As a teenager, Amy’s love for numbers allowed her to excel in mathematics and was the catalyst for Amy to pursue a career in Accounting.

Amy loves working with people and her outgoing personality and accommodating nature is always appreciated by her clients.

Amy enjoys many activities, including NASCAR, concerts, traveling and spending time with her family and pets. Amy continues to pursue her Bachelor’s Degree in accounting and finance.