Ann Marie loves all things tax—big or small. She serves individuals, estates, trusts, and businesses, and provides tax consulting and compliance services, income tax provision compliance, federal tax credits and incentives, and succession planning. Ann Marie also represents clients before the Internal Revenue Service and other litigation matters. Her clients have come to love working with her because she chooses to take a holistic approach to their financial goals in areas like personal financial planning, retirement planning, and succession planning.
Years of Experience
Florida State University, Bachelor’s
University of Florida, Master’s
Professional & Civic Leadership
- American Institute of Certified Public Accountants (AICPA)
- Florida Institute of Certified Public Accountants (FICPA)
- Gulf Coast Community College Foundation Board and Alumni Advisory Council
- Junior League Panama City
Certified Public Accountant (CPA)
INSIGHTS FROM Ann Marie Sale
Questions About the Employee Retention Credit? We’ve Got Answers.
IRS Notice Provides Guidance to Employee Retention Credit and the Paycheck...
Tax Considerations for Buyers Contemplating Mergers & Acquisitions
Strategic Decision Making: Are You Taking Advantage of the Newly Expanded...
Tax Strategies for Special Needs Families
Businesses Face Challenges When Expanding Their Remote Workforce