Extensions Due -- Fiduciary 9/30/2023 -- Individual & C-Corp 10/16/2023
Cheryl A. Robertson, CPA/ABV, AEP® - Principal/Shareholder
Phone (334)244-4100 ext. 807
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.