Tammy is a tax principal in the Orlando office and the leader of the Private Client Tax Group for the Southeast region for CLA. Nationally, she leads the Business Owner Solutions team. She has over 23 years of experience providing tax compliance, tax planning and consulting services to her clients in various industries; such as law, medicine, manufacturing, higher education and real estate. Tammy’s extensive experience is in working with high net worth individuals and their closely held businesses. Tammy particularly enjoys helping her clients minimize their overall tax situation. She does this by not only addressing income taxes but also working with them on trust, estate and gift compliance, and planning.
Tammy is also a member of CLA’s owner transition planning team. She has helped to facilitate generational transfers of businesses, acquisitions of subsidiary companies, and partner buyouts of large operating businesses. Additionally, she has helped clients sell to strategic buyers, ESOPs and private equity.
She lives in Oviedo with her husband David and five children. She loves the outdoors, boating, and riding her motorcycle.
University of Central Florida - BSBA Accounting
University of Central Florida - MST Taxation
In the community
UCF Town & Gown
Central Florida Estate Planning Council