Heather provides comprehensive tax and accounting services to high-net-worth individuals, their closely held businesses, and related trusts. Her areas of expertise include compilation and financial statement preparation, personal financial statement reporting, and federal and multi-state taxation for individuals, partnerships, and S corporations. Heather’s client base spans a range of industries, with particular emphasis on real estate holding companies, investment partnerships, and tourism operations. She works closely with clients to develop thoughtful, tax-efficient strategies to address their specific goals.
Heather takes great pride in the long-term relationships she’s built with her clients and the deep institutional knowledge she’s gained of their businesses and families. This continuity allows Heather to deliver a higher level of service as their needs evolve over time.
Years of Experience
23
Education
University of North Alabama, Bachelor’s
Professional Credentials
Certified Public Accountant (CPA)
