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