Skip to content

Ann Marie Sale

Partner, CRI Advisors, LLC | Commercial Products Sub-Line Leader

Direct:
Mobile:

Ann Marie loves all things tax—big or small. She serves individuals, estates, trusts, and businesses, and provides tax consulting and compliance services, income tax provision compliance, federal tax credits and incentives, and succession planning. Ann Marie also represents clients before the Internal Revenue Service and other litigation matters. Her clients have come to love working with her because she chooses to take a holistic approach to their financial goals in areas like personal financial planning, retirement planning, and succession planning. 

Years of Experience

23

Education

Florida State University, Bachelor’s
University of Florida, Master’s 

Professional & Civic Leadership
  • American Institute of Certified Public Accountants (AICPA)
  • Florida Institute of Certified Public Accountants (FICPA)
  • Gulf Coast Community College Foundation Board and Alumni Advisory Council
  • Junior League Panama City
  • Bay High School Men’s Soccer Booster Treasurer
Professional Credentials

Certified Public Accountant (CPA)

I am left handed, addicted to my fitness class, and love my family!

INDUSTRY EXPERTISE

SERVICE SPECIALTIES

INSIGHTS FROM Ann Marie Sale