We are excited to announce we will be moving to the Lakeview Center building on Eastchase Lane. Details to follow, as we get closer to our move date.
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.