About Michelle

Michelle Ammon is a director with more than fifteen years of experience working with private clients. She has a depth of experience in tax planning, compliance, and consulting services for high-net-worth individuals and families. Ms. Ammon prepares complex federal and state income tax returns for individuals, partnerships, estates, and trusts.

Additionally, Ms. Ammon provides estate, gift and fiduciary income tax compliance and planning for high-net-worth individuals, family offices, and closely held businesses. With her knowledge in estate, gift, and trust taxation, she helps clients minimize their tax obligations through tax planning and consulting.

Ms. Ammon has also represented client interests during Internal Revenue Service and Florida Department of Revenue field audits, in addition to coordinating the field examinations.

Professional & Civic Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • Florida Institute of Certified Public Accountants (FICPA)
  • Attorney, State of Tennessee
Practice Focus

Estate Planning & Wealth Transfer
High-Net-Worth Individuals & Families
Family Office
Business Management
IRS Matters/Controversies
Private Client Services
Private Foundations
Tax Planning & Consulting
Tax Services

Industry Focus

Private Equity
Real Estate

Education

Juris Doctor
Stetson University College of Law

Master of Science in Taxation
Robert Morris University

Master of Science in Accounting
Kent State University

Bachelor of Science in Accounting
Waynesburg University