Ann Mathis, CPA, CFP
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Ann has worked with sophisticated investors and business owners to create business and individual tax strategies. She has particular expertise in the real estate and professional service industries.
Ann is an expert in systems innovation for small businesses and complex tax strategy design for wealthy investors. She has created custom approaches for clients to maximize their passive income streams while minimizing their overall tax liability.
Ann’s current focus is on ProVision’s internal systems – using automation to leverage resources in order to provide an enhanced client experience.
Ann joined ProVision in 1999, becoming Tom’s partner in 2001. She has her master’s degree in taxation from Arizona State University and spent several years with KPMG prior to joining ProVision.