Amy Umphress, CPA

Tax Manager

Email
904.396.5965

Amy joined the firm in 2014 and is a Certified Public Accountant and a Tax Manager. She serves individuals, not-for-profits and companies with tax planning, preparation and compliance services.

Amy has experience in tax planning, tax return preparation and administration of trusts, estates and foundations. She works with private clients, their families and their attorneys on tax planning and compliance relating to estate and trust income tax returns, gift tax planning as well as estate and inheritance tax planning and return preparation. Amy's expertise includes preparing fiduciary accountings for trusts and trustees. 

Amy’s industry experience includes high networth individuals, not-for-profit organizations, professional services, retail, and real estate.

Amy received her Master of Accountancy from the University of North Florida. 

Education and Certifications:

• Bachelor (Accounting) – Troy University 
• Master of Accountancy – University of North Florida 

Memberships:

• American Institute of Certified Public Accountants
• Florida Institute of Certified Public Accountants
• Coggin College of Business Alumni – Member

Practice Areas:

• Tax Preparation
• Tax Planning
• Trusts, Estates and Foundations