Cindy Spence, CPA, CGMA

Partner

Cindy Spence

I truly enjoy serving our clients. Over the years, I have derived my greatest satisfaction from assisting elderly clients with understanding and resolving their estate and income tax issues and helping small business owners achieve their goals. My goal is to make the tax code as easy to understand as possible for our clients and to ensure that they are getting their full benefit from these rules through proper planning.

OVERVIEW

Cindy assists high net worth individuals and small businesses with tax, estate and financial planning issues. She prides herself in being accessible to the client and getting to the right answer for the client's needs.

Cindy believes in always putting the client first. You can expect prompt responses, thoughtful analysis of your issues and proactive involvement from her.

When not at the office, Cindy enjoys RV'ing with her husband and performing with a local Christian band.

QUALIFICATIONS

Memberships

  • American Institute of Certified Public Accountants
  • Nevada Society of Certified Public Accountants
  • Southern Nevada Estate Planning Council

Designations/Licensures

  • Certified Public Accountant
  • Chartered Global Management Accountant

Education

  • Bachelor of Accountancy - Buena Vista College, Storm Lake, Iowa
  • Maters of Taxation - Golden Gate University, San Francisco, Calif.

KNOWLEDGE

Client Work

  • Has more than 30 years experience in tax preparation and planning for small businesses, high net worth individuals, estates and trusts.
  • In conjunction with clients' legal and financial planning teams, has facilitated the planning and spearheaded the implementation of numerous complex estate plans.
  • Has assisted start-up businesses through the complexities of federal, state and local taxation requirements.

COMMUNITY

COMMUNITY

Community Involvement

  • Southern Nevada Estate Planning Council - Past President
  • Classroom on Wheels - Past Board Member and Treasurer
  • Las Vegas Rescue Mission - Volunteer