The Tax and Accounting Division of Canopy 360 is Joining James Moore

The tax and accounting partners and employees of Canopy 360, an Ocala-based firm, are joining James Moore & Co., P.L. (James Moore) effective Nov. 1, 2021.

Canopy 360 was established in Ocala in 2005. The move to James Moore fits into the strategic growth plans for both firms. Canopy 360 was seeking a firm that closely matched their client demographics, culture and core values. James Moore sought to make headway in the Ocala market—a natural fit as the center of the firm’s geographic footprint.

Upon meeting with James Moore managing partner Suzanne Forbes, Canopy 360 owner Russell Lindsay noticed an immediate connection that cemented his initial impression of the firm.

“As a UF alum and as our firm has participated in many career fairs, I have always heard great things about James Moore,” said Canopy 360 owner Russell Lindsay. “From the moment I was introduced to Suzanne and other members of James Moore, communication has been seamless. It has felt like an extension of our team—like collaborating with anyone else in our office.”

Forbes echoed the sentiment. “As we discussed the possibilities of our firms coming together, I saw how our cultures truly align—both in the ways we serve our clients and how we embrace our team members,” she said. “We’ve paired bold, innovative thinking with a caring and fun work environment. I’m excited to welcome Canopy 360 into our firm as we combine our resources, bring additional services to our clients, and provide new opportunities for growth to our teams.”

The tax and accounting division of Canopy 360 will remain at its current office location in downtown Ocala and operate as part of James Moore. Lindsay will become a partner with James Moore, and Canopy’s tax and accounting employees will join the firm as well.

James Moore, founded in 1964, is a regional CPA and consulting firm with offices in Daytona Beach, DeLand, Gainesville and Tallahassee, Florida. The firm specializes in providing tax, auditing, accounting and controllership, wealth management services, technology solutions, HR solutions and business consulting services.