Nancy W. Ross 

Nancy shares her enthusiasm with clients on matters that affect their families including preparation of tax, gift, estate, and information returns, estate and trust planning, 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 graduated from the University of Florida with a B.S. Ed. and an M.Ed. 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, I enjoy using my teaching talents to educate my clients.  Always concerned about their welfare, I encourage my clients to learn from the tax planning and preparation process.”