Ann McSwain

Trust Client Services Associate at Leslie Anderson CPA, P.C. - , ,

Ann McSwain's Contact Details
HQ
Location
Summerfield,North Carolina,United States
Company
Leslie Anderson CPA, P.C.
Ann McSwain's Company Details
Leslie Anderson CPA, P.C. logo, Leslie Anderson CPA, P.C. contact details

Leslie Anderson CPA, P.C.

, , • 20 - 49 Employees
Accounting

Our firm offers a variety of family office services including but not limited to: property management, investment monitoring (reviewing prospectuses, subscription compliance, monitoring quarterly reports and annual returns, and initiating exits), asset maintenance, and LLC management. We are highly specialized in all aspects of wealth transfer planning including estate plan design and insurance product design. Our accounting practice offers income tax planning and compliance for individuals, private foundations, trusts and estates, and business entities. We have a specialized practice area providing executor and trustee services along with special holdings designations where concentrated positions are held.

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Frequently Asked Questions about Ann McSwain
Ann McSwain currently works for Leslie Anderson CPA, P.C..
Ann McSwain's role at Leslie Anderson CPA, P.C. is Trust Client Services Associate.
Ann McSwain's email address is ***@leslieandersonpc.com. To view Ann McSwain's full email address, please signup to ConnectPlex.
Ann McSwain works in the Accounting industry.
Ann McSwain's colleagues at Leslie Anderson CPA, P.C. are Leslie Anderson, Ben Maddrey, Judah Janssen, Brandon Hall, Drew Rendleman, Ginger Shields, Amy Crews and others.
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