Firm Profile

WILLIAM A. MALCOM, CPA

Bill Malcom is a solid tax and accounting professional who creates enormous goodwill and confidence with the individual and closely held businesses he serves. His business career spans more than twenty-seven years and provides him a sound foundation as a proficient tax and business advisor.

From 1977 to 1980, Bill was a field auditor for compliance with the Internal Revenue Service. He resigned that position in mid-1980 to join the Fort Lauderdale office of the international professional services firm of Ernst & Young. During his ten years with that firm, he progressed to the position of Senior Tax Manager and specialized in providing services to partnerships, corporations and high net worth individuals. A substantial amount of his work product for these clients involved high level tax planning for both the business and its owners, resulting in the development of his currently high level of competence with the extremely complex area of trusts, estates and gifting programs designed to minimize the share of a client’s assets required to meet federal estate tax assessments. Bill joined Adair, Fuller, Witcher & Malcom, P.A. as a shareholder in 1990 and formed Malcom and Baker, CPAs & Associates, Inc. in 2004.

In addition to being recognized for his competency in the trusts and estates area, Bill also has an enviable record serving health care providers, not-for-profit organizations, real estate developers, medical practices and law firms. His emphasis on planning as the primary means of avoiding unpleasant surprises coupled with his low key approach to dealing with the challenges facing his clients in today’s high pressure business world causes those clients to respect Bill and to depend on him for advice and assistance. In this way, Bill truly becomes the business advisor with whom his clients can discuss any aspect of their business.

Bill is a graduate of Florida Atlantic University, having received a Bachelor of Business Administration degree from that institution in 1975. He is a licensed CPA in the State of Florida and holds membership in the American Institute of CPAs and the Florida Institute of CPAs.

MARK S. BAKER, CPA

Mark Baker is a tax and accounting professional whose business career spans over twenty years in South Florida. He is highly regarded by our clients for his expertise in the area of individual and closely-held business tax planning and preparation.

From 1984 to 1993, Mark worked for CCH Computax, Inc, the publisher of one of the most respected tax research and return preparation software companies in the Country. During his eight years with CCH, Mark progressed to the position of Tax Director of the Florida Branch and was responsible for the technical support and customer service departments. Mark was also responsible for the development and presentation of live training seminars conducted throughout the United States. Mark joined Adair, Fuller, Witcher & Malcom, P.A. in 1993 and formed Malcom and Baker, CPAs & Associates, Inc. in 2004.

Mark is proficient in the preparation and review of all types of tax returns, including consolidated corporations, multi-state returns, non-profit corporations, estate and gift and non-resident alien returns. Through in-depth research and experience, Mark has developed knowledge on a vast range of multi-state income and sales tax issues.

Mark is a graduate of Florida International University with a Masters of Science in Taxation degree from that institution, in addition to a Bachelor of Arts from the University of South Florida. Mark is a graduate of the Leadership Broward Foundation’s Class XVIII. He is a licensed CPA in the State of Florida and holds membership in the American Institute of CPAs and the Florida Institute of CPAs.

EILEEN BITZER, ENROLLED AGENT

Eileen Bitzer has over fifteen years’ experience in public accounting, serving the special needs of small business owners. She was with Adair, Fuller, Witcher, & Malcom, P.A. from 1991 to 2004 as the Supervisor of Small Business Services. Eileen is an Enrolled Agent, which enables her to represent taxpayers before the Internal Revenue Service for audits, as well as any other tax matters. Eileen has developed long-term relationships with our clients and provides unparalleled support and service. Her knowledge, responsiveness and attention to client needs make her an invaluable resource to our clients.

Eileen has worked with a wide range of businesses, including professional associations, manufacturers, wholesale distributors, plumbing and electrical contractors, boat dealerships, nurseries and beauty salons. Eileen provides an added dimension to our firm by specializing in meeting a wide range of client bookkeeping and accounting needs, including payroll processing and reporting, basic record keeping, and period-end procedures. She visits clients on a regular basis and offers hands-on support to in-house personnel. Eileen is very knowledgeable of generally accepted accounting principles and the practical implementation of those principles for small business owners.

Eileen is a Certified Quickbooks ProAdvisor and has significant experience in the use of Quickbooks, Peachtree, and many other more specialized accounting software packages. She has assisted numerous clients with installing small business accounting systems, software conversions, inventory management, budgeting and job costing, including the design of numerous charts of accounts, and financial reporting systems. Eileen has helped a number of clients successfully convert from Quickbooks to more advanced accounting systems.