Edith L. Yates CPA CFP®

Managing Partner


Edie is Managing Partner of the Firm and responsible for its day-to-day operation. Edie is in charge of all technical aspects of the Firm's Audit and Accounting practice and is involved in complex tax and estate planning for many clients. She is responsible for review and control of all audit, compliance and agreed upon procedures for accounting engagements of the Firm. She has managed, directed, and participated in financial and compliance audit engagements for a wide variety of organizations. Edie is engaged in other aspects of public accounting practice, including tax, estate planning, pension plan administration and management advisory services.

As a Certified Financial Planner®, Edie also provides comprehensive financial planning services, focusing on estate and trust planning.

A graduate of Florida Southern College, with national firm experience, Edie is recognized for her expertise and experience in the not-for-profit accounting sector and actively participates in community affairs. She has served as a director or officer of many local and national not-for-profit boards of directors. As a staff instructor, Edie has taught intermediate and advanced accounting subjects on a periodic basis at Florida Southern College.

Edie is currently serving as an elected City Commissioner for Lakeland, Florida.

Education and Certifications

  • Bachelor of Science, Accounting, Florida Southern College
  • Certified Public Accountant
  • Certified Financial Planner®

Community Affiliations

  • American Institute of Certified Public Accountants
  • Florida Institute of Certified Public Accountants
    Past President of Polk Chapter; Committee on Not-for-Profit Organizations, Past Chair; Committee on Professional Ethics;  State Board of Governors, Past Member
  • City Commissioner, Lakeland, Florida
  • Phi Chi Theta Women's Business Honorary
  • Sunshine Council of Camp Fire, Inc., Past President, Life Member
  • Children's Home Society, Past Treasurer
  • Junior League of Greater Lakeland Past Member Community Advisory Board
  • National Board of Camp Fire, Inc., Past Treasurer
  • Leadership Lakeland IV, Lakeland Chamber of Commerce
  • Leadership Lakeland Alumni Association, Past President
  • Lakeland Regional Medical Center Foundation Board of Directors, Past Chair
  • Lakeland Chamber of Commerce Board of Directors, Past Vice-Chair
  • Polk Businesses for World Class Education, Member, Past Co-Vice-Chair
  • United Way of Central Florida, Board of Directors, Chairman Past Chair, Strategic Planning Committee, Finance Committee
  • League of Women Voters of Polk County, Past President
  • Lakeland Vision, Chair Public Private Sector Task Force
  • Women in Business Council, Lakeland Chamber of Commerce
  • State Of Florida Regulatory Council of Community Association Managers, Governmental Appointee
  • Estate Planning Council of Polk County, Past President
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