Experience

Robert Thomas CPA, LLC was founded in 2004 by Robert Thomas. The firm is currently owned and operated by  Jennifer Klumpp and Kelsi Spurgeon and is a majority women-owned business. The team possesses over 95 years of combined experience in bond verifications and is currently working with underwriters, financial advisors and bond attorneys throughout the entire country. Our reports are approved by active national bond insurers. Our experience ranges from straightforward refunding transactions to multifaceted and intricate refunding structures for high profile issuers.  We believe our extensive experience translates to superior service to all of our clients as we are able to address structuring nuances and tax considerations more efficiently and with the precision our clients deserve. We routinely provide service on transactions with the one or more of the following characteristics:

• Current refunding and advance refundings with one or more underlying series
• Refundings of multiple underlying series (including transactions with over 100 underlying series)
• Singular and multiple escrows
• Combined taxable and tax exempt bonds
• Variable rate or multi-modal interest rate bonds
• Gross and net cash defeasances
• Forward refundings
• Crossover refundings
• Multipurpose issues
• Pooled and revolving fund refundings
• Multi and single-family mortgage revenue bond financings that may or may not include a refunding component