Kortni Spates provides support to the firm’s tax advisors in developing and implementing strategies that consider clients’ comprehensive wealth plan. She regularly calculates tax projections and promotes a high-quality client experience with the thorough preparation of materials and proactive communication. She brings a strong background in public accounting, specializing in tax and accounting services for small businesses and their owners. Her experience provides her with a comprehensive understanding of the financial and operational complexities that business owners face.

Kortni takes the time to understand each client’s background, personality, and priorities and to ensure every question is answered and every detail is addressed. This approach allows her to deliver thoughtful and practical solutions that align with each client’s goals. Her commitment to communication and precision allows clients to move forward with confidence, knowing they are fully supported.