Bunting tripp & Ingley - certified public accounts

Roger A. Ingley, CPA

Managing Partner

Roger began with Bunting, Tripp, and Ingley in 1971 and assumed role of managing partner in 1985. For more than 30 years Roger has helped successful businesses and individuals in Polk and Highlands Counties in the areas of tax, audit, and estate planning.

View Roger’s Credentials
  • BSBA in accounting – University of Florida – 1970
  • Bachelor of Advanced Accounting – University of Florida – 1971
  • CPA certificate earned – 1971
  • Member of the firm since 1971, lifelong resident of Lake Wales
  • Member, former director and officer – Lake Wales Area Chamber of Commerce
  • Former member – Board of Directors and President – Lake Wales Academic Boosters Council
  • Member – former Board of Trustees and officer – Polk Museum of Art
  • Former Member – Board of Directors – several area nonprofit organizations
  • Member – Rotary Club of Lake Wales
  • Member of Business Advisory Councils – Warner University and Webber International University
  • Former Senior Warden – Episcopal Church of the Good Shepherd
  • Member – Florida Institute of CPAs – Polk County Chapter
  • Member – National Society of Accountants for Cooperatives
  • Member – Heartland Estate Planning Council – 1992-2004
  • Graduate of Leadership Lake Wales I – 1996
David C. Ullman, CPA, JD

Senior Tax Partner

David joined BTI in 1989. As senior tax partner David’s focus for more than 20 years has been assisting families with their estate planning needs. His vast knowledge of this subject makes him one of the leading authorities in the Central Florida region.

View David’s Credentials
  • BA, cum laude, in accounting and political science – Furman University – 1980
  • Juris Doctorate – University of Florida College of Law – 1982
  • American Bar Association
  • Admitted to the Florida Bar in 1983
  • Earned C.P.A. certificate from South Carolina in 1985
  • Florida C.P.A. certificate in 1989
  • Senior Tax Manager with the international accounting firm of Peat Marwick Main & Co. (now KPMG, LLP) from 1983 to 1989
  • Joined Bunting, Tripp & Ingley, LLP in 1989
  • Member – Florida Institute of CPA’s – Polk County Chapter
  • Founding member (past director) – Heartland Estate Planning Council 1992 to 2004
  • Member – Board of Directors – local banking institution from 1995 to 2004
  • Director/Treasurer – Board of Directors – Polk Education Foundation, Inc. from 1998 to present
  • Chairman/Trustee- Board of Trustees – Lake Wales Charter Schools from 2006 to present
  • Vice-Chairman/Trustee – Board of Trustees – Lake Wales Charter Schools Foundation from 2005 to present
  • Chairman – Lake Wales Charter Schools Finance Subcommittee from 2003 to present
  • Member – Polk Museum of Art Planned Giving Council from 1999 to 2008
  • Member – Board of Directors – Lake Wales Medical Centers, Inc. from 1991 to 2002
  • Member – Board of Directors – Mid-Florida Medical Services, Inc. from 1994 to 1997
  • Elder, Deacon – First Presbyterian Church
  • Graduate of Leadership Lake Wales II (1997)
Dwight L. Reeves, CPA

Audit Partner

As a member of the BTI team since 1999, Dwight’s 30+ years of experience in audit and attest has served our clients well. Formerly with Price Waterhouse, Dwight brings with him an in-depth understanding of audit and attest procedures and engagements.

View Dwight’s Credentials
  • BS in Business Administration – University of Central Florida – 1972
  • MS in Accounting – University of South Florida – 1973
  • CPA certificate earned – 1973
  • Formerly Audit Manager with the international accounting firm of Price Waterhouse
  • Formerly a shareholder in a regional accounting firm and the owner of a local accounting firm
  • Joined Bunting, Tripp & Ingley, LLP as a partner – 1999
  • Member – Florida Institute of CPAs – Polk County Chapter
  • Past President of Lake Wales Area Chamber of Commerce
  • Member and past president of Lake Wales YMCA
  • Past president – Rotary Club of Lake Wales
  • Graduate of Leadership Lake Wales I – 1996
Michelle G. Hurst, CPA

Estate Trust Partner

Estate and trust planning has been Michelle’s focus for over 25 years. Her community involvement and ability to connect with people has led to many rich client relationships. Michelle is often called upon to share her knowledge of estate planning as featured speaker at many seminars throughout Polk and Highlands counties.

View Michelle’s Credentials
  • BS in accounting – University of South Carolina – 1983
  • CPA certificate earned – 1989
  • Audit Senior with the international accounting firm KPMG Peat Marwick, Greenville, South Carolina – 1983-1986
  • Accounting manager with a local accounting firm in Vero Beach, Florida – 1987 – 1992
  • Joined Bunting, Tripp & Ingley, LLP – November 1992
  • Past President – Florida Institute of CPAs – Ridge Chapter
  • Past member – FICPA Committee on Estate Planning Conference
  • Past president of Lake Wales Y’s Service Club
  • Past Chairman of Special Events Committee – Lake Wales Chamber of Commerce
  • Past President – Heartland Estate Planning Council
  • Graduate of Leadership Lake Wales IV – 1999
  • Past President & Member of the Year – Breakfast Rotary Club of Lake Wales
  • Member and Treasurer – First Presbyterian Church
  • Women in Business Award for 21st Century
  • Treasurer of Frostproof High School Athletic Booster’s Club
David W. Allen, CPA

Tampa Partner

For over 30 years David has served many businesses and individuals in the Tampa Bay area. Since 2002 he has operated BTI’s Tampa location that serves clients in Hillsborough, Pasco, and Pinellas, counties.

View David’s Credentials
  • BA in Business Administration – University of South Florida – 1976
  • BA in Education – University of Florida – 1971
  • Post graduate studies at Northwestern State University (LA) and University of South Florida
  • CPA certificate earned – 1978
  • Certified Valuation Analysts certificate earned – 1997
  • Partner with Thomas Craig & Company, LLP – 1987 – 2002
  • Partner with Blanco & Zack CPAs – 1979 – 1987
  • Member – American Institute of CPAs and Florida Institutes of CPAs
  • Member – National Association of Certified Valuation Analysts
  • Past Member – Executive Committee of Boy Scouts of America – Gulf Ridge Council
  • Past Budget Chairman – Boy Scouts of America – Gulf Ridge Council
  • Member – Rotary Club of Tampa Bay
  • Past member and chairman of Tampa Chamber of Commerce Small Business Committee
  • Completed 28 years of military service
William M. Jacobs, CPA

Partner

As the newest (and youngest) member to the management team, Bill brings a fresh perspective to BTI. By spearheading efforts to remain on the cutting edge of accounting technology, he’s helped us maintain our commitment to utilizing the latest and most innovative tools available.

View Bill’s Credentials
  • BA in economics – Rollins College – 1992
  • CPA certificate earned – 1995
  • Joined Bunting, Tripp & Ingley, LLP – 1992, lifelong resident of Lake Wales
  • Past President – Florida Institute of CPAs – Ridge Area Chapter
  • Past Member – Board of Governors – Florida Institute of CPAs
  • Member – Board of Directors – Lake Wales Area Chamber of Commerce
  • Graduate of Leadership Lake Wales VIII – 2004
  • Member – Rotary Club of Lake Wales
  • Member – Florida Institute of CPAs – Polk County Chapter
  • Past Member – Board of Directors – Lake Wales Mainstreet, Inc.
  • Past Member – Heartland Estate Planning Council