Andrea specializes in accounting and tax services for trusts and estates, with deep experience in multi-state income tax preparation. She also provides estate and gift tax planning, prepares personal financial statements, and works with S-corporations, partnerships, individuals, and private and public foundations on a wide range of federal and multi-state tax matters.
Clients value Andrea not only for her technical expertise but also for her ability to translate complex tax issues into clear, practical guidance. She takes the time to understand each client’s unique situation, ensuring they feel prioritized and supported, and is known for going the extra mile to deliver solutions with confidence and care.
Years of Experience
27
Education
University of North Alabama, Bachelor’s
University of North Alabama, Master’s
Professional Credentials
Certified Public Accountant (CPA)
Chartered Global Management Accountant (CGMA)
