We are proud to announce the promotion of four outstanding professionals to the role of Tax Principal: David Grissom, CPA, Jin Yao Putman, CPA, Michael Kennedy, CPA, and Zach Willis, CPA. These leaders bring a wealth of expertise, dedication, and a passion for client success to their new roles.
Each of these individuals has made remarkable contributions to our firm and clients, specializing in areas such as trusts and estates, tax consulting, high-net-worth individuals, partnerships, and non-profit organizations. Their leadership and commitment to excellence will play a key role in shaping the future of our tax services.
Learn more about their unique journeys and expertise bio clicking the links below: