As a certified public accountant, AnnaMaria works with the firm’s trusts and estates attorneys to assist clients with trust, estate, charitable entity accounting and tax matters.

AnnaMaria is dedicated to providing proactive tax planning, thoughtful tax preparation and accounting services for her clients.

AnnaMaria’s practice includes preparing various federal and state tax returns, working with clients to resolve IRS tax issues and reviewing and preparing accounting and financial statements. She regularly works with clients on tax planning and consults with the firm’s tax and corporate attorneys on the formation of business entities and charitable organizations. 

Prior to joining Porter Wright, AnnaMaria worked in the public accounting sector for smaller and regional accounting firms in southwest Florida. During that time, she gained experience in the accounting and taxation fields while building relationships with individual, fiduciary and business clients in a variety of industries.

*AnnaMaria is not a lawyer and does not provide legal advice.