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About Us

About Our Firm

For years, American Tax & Business Services - 'a Schultheis Firm' has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.

American Tax & Business Services - 'a Schultheis Firm' is one of the leading firms in and throughout the area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

Our Mission

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Richard C. Schultheis is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the area's business community for years, and pride ourselves on the level of esteem we have earned.

Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose American Tax & Business Services - 'a Schultheis Firm' receive competent and timely advice.

Our Team

Richard C. Schultheis, CPA 352-326-5000 Leesburg
724-863-2035 Irwin

Certified as a CPA and licensed to practice in Florida and Pensylvania with offices near Orlando and Pittsburgh serving Small Businesses and Individuals with Tax & Accounting and Advisory Services. PFS (Personal Financial Specialist) credential earned and awarded by the American Institute of CPA's.


  • Graduate of the University of Pittsburgh and Point Park College (now University)
  • Practicing CPA for the past 35 years. Also, within the past 10 years worked in the Financial Services industry with Merrill Lynch, Prudential and Raymond James. Obtained Series 7, 63 & 65, Health/Life and Annuity Licenses.
  • Founding shareholder and past active Board Member of Center State Bank (of Leesburg, FL), resigned 12/31/06. Bank has retained my "ceremonial" position of Director Emeritus.
  • Part-time instructor with SCORE as well as other organizations upon invitation.

Professional Associations:

  • Richard is a member of the American, Florida and Pennsylvania Institutes of Certified Public Accountants
  • Associate/Assistant Professor at Allegheny County Community College and Utica College of Syracuse University;
  • Vice-President and Treasure of Point Park College (now University);
  • Board Seats on the Pittsburgh Playhouse and Pittsburgh Ballet Theatre;
  • Auditing and Tax Staff positions with Touche Ross (now Deloitte & Touche);
  • Full-time position on the Tax Staff of United State Steel Corp.

Loren Moore 352-753-2507 The Villages
352-326-5000 Leesburg

Retired CPA in Missouri. Upon retirement, moved to Florida and for the past 15 years has worked with Richard Schultheis, PA & American Tax Service, Inc. as Reviewer and counsultant.

  • BS Degree in Accounting from Pittsburg State University in Pittsburg, KS in 1962
  • Passed CPA exam in 1964
  • 10 years as Income Tax Manager for Fortune 500 Company
  • Own CPA Firm for 25 years
  • Income Tax Consultant and return reviewer
  • Total of 53 years experience in the income tax field

Tracy Bozek 724-863-2035 Irwin

Accountant/Office Manager of PA office for 15 years. Tracy has been with the company since graduating from the University of Pittsburgh in 2001 with a Bachelor's of Science

Degree in Management/Accounting

Dorothy Delfin 352-753-2507 The Villages

Chief Reviewer & Consultant

Retired from CPA office in MI. Upon retirement moved to Florida and for the last 22 years has worked with American Tax Service, Inc. as Reviewer and Counsultant.

John Infantino 352-753-2507 The Villages

Chief Preparer

BS Accounting in 1971 when started with Lehigh Valley Dairies, a subsidary of Dean Foods Lansdale, PA 1984 received Master of Business Administration from Lehigh University in Bethlehem, PA

In his 35 years at Lehigh he went from Accounts Payable Manager to Senior Financial Analysis Manager. Upon retirement moved to The Villages and has been Chief Preparer for American Tax Service during tax season since 2011

Marie Phillips 352-753-2507 The Villages

Office Manager

Since 1999 Marie has been a member of the Schultheis family at the American Tax Service office. Previous to that she was an Administrative Assistant at Florida Emergency Physicians for 10 years after being Outpatient Coordinator of Florida Hospital for 15 years.

Peggy Donovan 352-326-5000 Leesburg

Senior Accounting Supervisor

Over 35 years experience in the Accounting field with the last 12 years with Richard C. Schultheis, PA.

Reviews and Complilations
Payroll and Payroll Audits
Tax Preparations