Professional Overview
Becky focuses primarily on providing tax planning and compliance services to high-net-worth individuals and family groups. Becky also works with small businesses and pass-through entities to provide comprehensive tax services to business owners and their families. She also assists clients with setting up not-for-profit organizations, annual filings for tax-exempt organizations, and advice on maintaining tax-exempt status. She has more than 15 years of experience in public accounting and an extensive knowledge of federal and state taxation. Becky has also worked for Chattanooga-based publicly held companies in the real estate and transportation industries.
Education, Credentials and Special Training
- Certified Public Accountant
- Bachelor of Professional Accounting, Mississippi State University
- Master of Taxation, Mississippi State University
Professional Affiliations
- American Institute of Certified Public Accountants
- Tennessee Society of Certified Public Accountants
- Estate Planning Council of Chattanooga
Civic and Community Activities
- Chattanooga Tax Practitioners
- Past Board Member and President, Chattanooga Room in the Inn
Services
Family Wealth Services
Tax Preparation and Consultant Services