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Ann Norman Cpa Mst

Estate Tax Consultant at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Davies Tax Advisors</span>
Intro Book
Ann Norman Cpa Mst is a seasoned CPA with expertise in trusts, real estate, and financial planning, holding a Master's degree in Taxation and a Bachelor's degree in Business with an accounting concentration, with 21+ years of experience in various roles.
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Location
Bellevue, Washington, United States, US
Languages
  • German -
Skills
  • Trusts
  • Real Estate
  • Financial Planning
  • Tax Compliance
  • Accounting
  • Show all
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Bio

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Ann Norman Cpa Mst A seasoned tax expert with over two decades of experience, Ann Norman has built a reputation for delivering exceptional financial planning and tax compliance services to small businesses and individuals. Her expertise spans estates and trusts, with a proven track record of helping clients navigate complex tax landscapes. Ann's professional journey has been marked by distinguished roles at prominent firms, including Davies Tax Advisors, Hutchinson & Walter PLLC, and Norman & Kitto PLLC. She has also served on the Board of Trustees of Samena Club, a community athletic and swim club in Bellevue, Washington. Ann's expertise extends to tax planning, preparation, and controversy, with a strong focus on trust and estate administration. Ann holds a Master's degree in Taxation from Golden Gate University and a Bachelor's degree in Business with an accounting concentration from the University of Washington. Fluent in German, Ann brings a unique perspective to her clients, leveraging her linguistic skills to provide tailored solutions.

Experience

  • Davies Tax Advisors
    • Bellevue, WA
    • Estate Tax Consultant
      • Apr 2021 - Present
      • Bellevue, WA

      DTA is a full service CPA firm with a focus on helping small businesses navigate their tax compliance in this complex world. I am supplementing their practice with an emphasis in estates and trusts. Having a blast!

  • Hutchinson & Walter PLLC
    • 1407 116th Ave NE Suite 222, Bellevue, WA 98004
    • LLC Member
      • Dec 2015 - Mar 2021
      • 1407 116th Ave NE Suite 222, Bellevue, WA 98004

      CPA working hard to help clients minimize their tax liability. Experienced with individual taxes as well as S corporations, Partnerships, Estates and Trusts.

  • Norman & Kitto PLLC
    • Managing Member
      • Jan 1998 - Dec 2015

      CPA firm specializing in providing accounting and tax services to small businesses and individuals. Full range of accounting services including QuickBooks support, accounting procedures instruction, internal control safeguards, self prepared financial statements or CPA prepared compiled or revie...

  • Norman &Kitto PLLC
    • Owner
      • Nov 1994 - Nov 2015

      Sandra Kitto and I have worked together since 1986. She and I became business partners in 1997. She retired in 2011. Eleanor Siverts-Akerman became my business partner at that time..

  • Samena Club
    • Past President
      • 2000 - 2007

      I have served on the Board of Trustees of Samena for many years. This Community Athletic and Swim Club is a member-owned, family recreation club located in the Lake Hills neighborhood of east Bellevue since 1958. I served in various positions as President, Vice President, Treasurer, Secretary ...

  • Clark Nuber
    • Tax Accountant
      • 1995 - 1997

      CPA in Tax Department for 3 years while I built my own accounting practice. Really enjoyed working there and met some great people.

  • Grant Thornton
    • Tax Manager
      • Jun 1993 - Jul 1994

      National CPA firm providing tax services to businesses and individuals

  • Thomas Wick & Company
    • Tax Manager
      • Nov 1986 - Jun 1993

      Small CPA firm with clients in the real estate market, fishing industry, Microsoft employees, and computer consultants

  • ENI Oil & Gas
    • Tax manager
      • 1980 - 1986

      Tax manager over a department of CPAs who created over 21,000 Schedule K-1s for partners in Oil and Gas Partnerships. Designed tax investments to save the investors money while investing in a vital national resource.

Education

  • 1993 - 1997
    Golden Gate University
  • 1977 - 1979
    UW Foster School of Business

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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