Nancy Ross, CPANancy Ross, CPA

Nancy W. Ross, CPA

Director, Estate and Trusts

Nancy W. Ross, CPA

Director, Estate and Trusts

Nancy Ross shares her enthusiasm with clients on matters that affect their families including estate and trust planning for wealth preservation, charitable planning and family giving opportunities, or simply helping clients understand their personal financial and tax situations. She exhibits both resourcefulness and creative problem solving techniques to assist clients in sorting out the big picture and identifying the crucial small details. Nancy fuels her passion for her work through the close relationships she creates with individuals, their families and other trusted advisors.

A native of Lake Wales, Florida, Nancy has lived in Atlanta for more than thirty years. Nancy graduated from the University of Florida with a Masters in Education and for ten years was an educator, teaching in Gainesville, Florida; Boston; and Atlanta. She later pursued accounting studies at Georgia State University, and entered public accounting in 1988. As a CPA, she enjoys using her teaching talents to educate her clients. Always concerned about her clients’ welfare, Nancy especially enjoys encouraging her clients to learn from the tax planning process.

Professional Expertise

  • Retirement Planning
  • Estate and Trust Taxation
  • Individual Taxation
  • Corporate Taxation
  • Family Partnership Taxation
  • Fiduciary Taxation
  • Internal Revenue Service Representation

Affiliations

  • American Institute of Certified Public Accountants
  • Georgia Society of Certified Public Accountants-Estate Planning Section
  • Enterprise Network Worldwide

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