With broad experience in accounting, tax, and consulting services, Willis focuses on providing tax services to closely held companies, with emphasis on the timber and forest products industry. His areas of expertise include income tax preparation, income, estate tax planning, IRS audit* representation, and valuation of businesses. Willis’ hands-on approach to client situations allows them to see value added to their business in the form of tax savings, long-term planning, and succession and estate planning standpoint.
Years of Experience
42
Education
Auburn University, Bachelor’s
Professional & Civic Leadership
- Board of Directors, Montgomery Area Council on Aging
- Past board member and finance chairman, Alabama Christian Academy
- Past President, Montgomery Chapter Alabama Society of CPA’s
- Past board member, Alabama Society of CPA’s Federal Tax Clinic
- Member Montgomery Estate Planning Council
- Past President of Local HOA
- Member Alabama Forestry Association
- Treasurer, Leadership team, and Sunday School Teacher, Inner City Church of Christ
- Past President Capital City Kiwanis Club
- Chairman, Meals on Wheels Montgomery
Professional Credentials
Certified Public Accountant (CPA)
Certified Valuation Analyst (CVA)
