Please note: Our office will be closed on Friday's from Jun 2, 2023 to Sep 1, 2023

Cheryl Robertson

Cheryl A. Robertson, CPA/ABV, AEP® - Principal/Shareholder

Phone (334)244-4100 ext. 807
Direct (334)215-6807

Academic Background: Troy State University – B.S. Accounting/Computer Science, 1984; Enterprise State Junior College – A.A.S. in Computer Science, 1983; Enterprise State Junior College – A.A., 1978.

Current Practice: Principal/Shareholder, Certified Public Accountant, Accredited in Business Valuation, Accredited Estate Planner®. Performs business consulting and tax compliance services with an emphasis in the areas of Estate and Trust taxation, and business valuation.

Professional Memberships: American Institute of Certified Public Accountants; Member of Forensic and Valuation Services Section; Alabama Society of Certified Public Accountants; National Association of Estate Planners & Councils; Montgomery Estate Planning Council.