Focus Areas
- High-Net-Worth Individuals
- Individual Planning & Compliance
- Nonprofit Tax
- Owner Managed Business
- Retirement Planning
- Tax Planning & Compliance for Businesses
- Trust & Estate Planning
30
Years
Professional Experience
- B.B.A. in Accounting, Augusta State University
- American Institute of Certified Public Accountants (AICPA)
- Georgia Society of Certified Public Accountants (GSCPA)
- Augusta Estate Planning Council
- Leadership Augusta
- Augusta Symphony Orchestra
- Walton Options for Independent Living, Inc.
- Augusta Westbound Festival, Inc.
- Rachel Longstreet Foundation, Inc.