Salvatore Olimpio, CPA
Sal Olimpio & Co., P.C. - Managing Principal, and Founder
Olimpio Financial Group - Managing Principal, and Founder
Olimpio Neu & Associates, Inc. - Principal, Co Founder
Sal Olimpio established Sal Olimpio & Co., P.C. in 1984 and since that time he has developed a corporation that maintains over 500 client relationships.
Sal has over 40 years experience in the accounting industry. While establishing his career he has taken on many strong roles with various companies. Sal began his career in 1969 after graduating with the University of Maryland, as a Audit Senior with Arthur Andersen & Co. in Washington D.C. He then served as the Chief Financial Officer for Jordan Kitt Music in Vienna Virginia, and eventually became the Assistant Controller for Woodward & Lothrop. Into the 9th year of his career, he relocated to Houston, TX and served as the Chief Financial Officer for Holcombe Lindquist. A couple of years later, he made his home in Dallas, TX. He spent the first 4 years as the Chief Financial Officer of Beasley Enterprises before he decided to open the doors of Sal Olimpio & Co., P.C. Since then he has also established Olimpio Financial Group, Inc. (Consulting Firm), and Olimpio Neu & Associates (Registered Investment Advisors).
Sal currently leads the firm in all areas of accountancy, contracts part of his time as a financial consultant for some of our top clients, serves as a financial planner for many of our corporate and individual clients, is contracted to perform collateral audits, and also sells insurance to some of our clients to fulfill their personal needs.
Sal’s knowledge and refined public speaking skills have led to numerous radio and television interviews, talk show appearances, as well as key-note speaking presentations. In furtherance of Sal’s career he is also the author of the Dallas Business Journal article, “Careful Planning Can Keep Family Business in the Family,” and the book “Taxpayer Dragonslayer” (Equitable Media Services), which is a consumer guide to solving IRS problems.
Incredibly, Sal does have some free time, and he has been pursuing his passion in learning to play jazz piano, and has been known to play on occasion at some of his favorite jazz venues.
Designations:
CPA
Certificate of Insurance – General Lines Life, Accident, & Health
Professional associations:
Collaborative Law Institute of Texas
Certificate of membership to Texas Society of CPA’s
Certificate of membership with AICPA
Work Experience:
1984 – Present Owner, CEO, & Managing Principal, Sal Olimpio & Co., P.C.
1980 – 1984 CFO, Beasley Enterprises
1978 – 1980 CFO, Holcombe Lindquist
1976 – 1978 Assistant Controller, Woodward & Lothrop
1974 – 1976 CFO, Jordan Kitt Music
1969 – 1974 Audit Senior, Arthur Andersen & Co.
Education/Credentials:
Bachelor of Science in Accounting, University of Maryland
Accredited Investment Fiduciary Studies, University of Pittsburgh
Authorized to practice as CPA by Texas State Board of Public Accountancy
Member of Beta Alpha Psi, accounting honorary
Deborah Dobozy, CPA
Principal
Sal Olimpio & Co., P.C.
Deborah joined Sal Olimpio & Co., P.C. in 1999. She has extensive knowledge in the areas of tax, tax compliance, and tax planning along with over 15 years of accounting experience. Her ability to deal with complex inter-related business and family transactions has made her responsible for one of the firm’s largest clients, consisting of at least 20 entities and the family members of the 4 owners. Other than preparing the individual, corporate, partnership, margin, LLC, gift, and estate tax returns for this client, she also works closely with the owners to develop a financial business plan on a quarterly basis and prepares extensive financial statistics and plans for the clients annual meeting of shareholders. Deborah also contracts some of her time performing collateral audits for companies, and her talent doesn’t stop there. Beyond her long list of clientele, she also finds time to volunteer with Big Brothers/Big Sisters and Prince of Peace Christian School.
Designations:
CPA
Professional associations:
Certificate of membership to Texas Society of CPA’s
Certificate of membership with AICPA
Work Experience:
1999 – Present Principal, Sal Olimpio & Co., P.C.
1995 – 1999 CPA, Jackson & Rhodes, P.C.
Education:
Bachelor of Science in Accounting, New Mexico State University
Susan Sun
CPA
Sal Olimpio & Co., P.C.
Susan joined Sal Olimpio & Co., P.C. in November 2009. Susan works closely with our CPA’s concentrating on individual income tax preparation. Susan is also responsible for accounting and financial statement preparation for many of our small to midsize clients.
Work Experience:
1998 - 1999 Tax Consultant, Legier & Materne, apac., Consultants and CPA's
2000 - 2002 Senior Tax Accountant, HLB Gross Collins, P.C.
2002 - 2005 Tax Controller, Satellite Investment Advisors, LLC
Education:
Bachelor of Science in Accounting, University of Liaoning
Masters of Science in Accounting - Tax Option, University of New Orleans
Jeff Gold
CPA
Sal Olimipio & Co., P.C.
Jeff joined Sal Olimpio & Co., P.C. in July 2008. He is heading up the Texas Margin Tax for all of our clients. Jeff also works closely with Sal and Deborah on Corporate Income Tax and Individual Income Tax preparation and planning.
Designations:
CPA
Professional Associations:
Certificate of membership to Texas Society of CPA's
Certificate of membership with AICPA
Work Experience:
1982 – 1983 Staff Accountant, Zale Corporation
1983 – 1984 Staff Accountant, Meisel Photochrome
1984 – 1988 Tax Accountant, Dan C. Cole, CPA
1988 – 1992 Tax Accountant, Maddox & Associates, CPA's
1992 – 1993 Controller, Southwest Memory
1993 – 1997 Controller, Aladdin Energy
1998 – 2000 Controller, Adair Advisory Group
2000 – 2004 Senior Staff Accountant, Rug Doctor, LLC
2005 – 2008 Senior Tax Accountant, Aerus Electrolux, LLC
Education:
Bachelor of Business Administration in Accounting, University of Texas at Austin
Leia Compton
Office Manager
Sal Olimpio & Co., P.C.
Leia joined Sal Olimpio & Co., P.C. in 2007. She handles the daily functions of our office to accommodate the needs of our clients and staff. She also oversees our accounts receivable and billing as well as assists with tax return processing.
Work Experience:
2007 - Present Office Manager, Sal Olimpio & Co., P.C.
June 2007 – Dec. 2007 Unit Secretary, Presbyterian Hospital of Dallas
Education:
Bachelor of Science in Bible and General Studies with an emphasis in Psychology, Dallas Christian College
Jill Simonson
Contract Bookkeeper
Sal Olimpio & Co., P.C.
Jill joined Sal Olimpio & Co., P.C. in 2005. She functions as a loan staff bookkeeper. She is currently working towards her goal of becoming an accountant and attends the University of Texas in Dallas where she is earning her Masters Degree in Accounting.
Work Experience:
2007 - Present Contract Bookkeeper, Sal Olimpio & Co., P.C.
2006 – 2007 Office Manager for Sal Olimpio & Co., P.C.
2005 – 2006 Executive Assistant for Sal Olimpio & Co., P.C.
2004 – 2005 Interim Executive Director for DeSoto Chamber of Commerce
2003 – 2004 Intern for Aramark Food Services at Stephen F. Austin University
Education:
Currently working on Masters of Science in Accounting, University of Texas, Dallas
Bachelors of Business Administration in Marketing, Stephen F. Austin State University
Brian Neu, CFP®
Olimpio Neu & Associates, Inc.
President & Principal
Brian Neu, a Certified Financial Planner® practitioner, joined Sal Olimpio in forming Olimpio Neu & Associates in 1998. Since 1994, Brian has advised individuals, business owners and employees on a wide variety of financial planning topics including investments and asset allocation, retirement plans, employee stock options, college planning and insurance. Brian is a 1994 graduate of the University of North Texas with a Bachelor of Business Administration in Finance with a concentration in Personal Financial Planning.
CFP® and Certified Financial Planner® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Designations:
CFP®
Professional associations:
Financial Planning Association
Education:
Bachelor of Business Administration in Finance, University of North Texas - 1994
Obtained Certified Financial Planner® certification in 2002
Sherry Neu
Executive Assistant
Olimpio Neu & Associates, Inc.
Sherry joined Olimpio Neu & Associates in 2004. Sherry works closely with Brian and assists with administrative and compliance tasks.
Work Experience:
2004 – Present Executive Assistant, Olimpio Neu & Associates, Inc.
1999 – 2006 Bookkeeper, Ben C. Garrett Attorney at Law
1996 – 1999 Manager of Operations, Plano Cast Stone
Julie O’Meara
Insurance Agent
Olimpio Insurance
Julie joined Olimpio Financial Group in 2006. She is an insurance agent for Olimpio Insurance working with Life, Disability, Long-Term Care Insurance, and also Annuities. Julie’s main focus is to develop insurance sales growth within the Dallas, Texas and Atlanta, Georgia markets.
Designations:
Life, Accident, Health & HMO General Lines Insurance Agent
Property & Casualty General Lines Insurance Agent
Professional associations:
Certified General lines Agent for Texas Department of Insurance
Work Experience:
2007 – Present Insurance Agent, Olimpio Insurance
2006 – 2007 Executive Assistant / Insurance Agent, Olimpio Financial Group
2005 – 2006 P&C Insurance Producer, Wigant & Associates
2001 – 2003 Account Executive, Rosenbluth International
1994 – 2001 Implementation Coordinator / Field Trainer, Carlson Wagonlit Travel
Education/Credentials:
Bachelor of Arts in Arts & Performance, University of Texas in Dallas
Associates of Liberal Arts, Colorado Mountain College
Authorized to practice as P&C Insurance agent by the Texas Department of Insurance
Authorized to practice as H&L Insurance agent by the Texas Department of Insurance
Certification, American Airlines Travel Academy
Nance Phillips
Executive Assistant
Olimpio Financial Group
Nance joined Olimpio Financial Group in January 2008 after moving back to Texas from Southern California. She assists Sal in handling everyday administrative tasks, such as coordinating meetings with clients, receiving and sending messages, email and mail correspondence and organization. Nance also handles our accounts payable and payroll.
Work Experience:
2008 - Present Executive Assistant, Olimpio Financial Group
2006 – 2007 Administrative/Product Coordinator,DanceMakers Inc. and MusicWorks
2001 – 2006 Administrative Associate/Merchandise Manager, Tremaine Dance Conventions
Education:
Associate of Applied Art, Acting Conservatory
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