Michelle focuses on working with high net worth individuals. She is dedicated to helping her clients preserve their wealth and implements effective asset protection, tax minimization, and retirement planning techniques toward that end. She also provides comprehensive tax planning, including tax projections, as well as tax return preparation and compliance. In addition, Michelle works with the owners of closely-held and owner-operated companies, assisting them with expense reduction and cost savings techniques.
Prior to joining the firm through a merger in January 2005, Michelle worked for DeWoody & Co., P.A. In that role, she worked with clients on tax compliance issues, including individual, corporate, and trust tax return preparation.