Amy Umphress, CPA

Amy joined Ennis, Pellum & Associates, CPAs in 2014 as a Certified Public Accountant and a Senior Tax Manager. She serves individuals, not-for-profits, and companies with tax planning, preparation, and compliance services.

Amy has experience in tax planning, tax return preparation, and administration of trusts, estates, and foundations. She works with private clients, their families, and their attorneys on tax planning and compliance relating to estate and trust income tax returns, gift tax planning, as well as estate and inheritance tax planning and return preparation. Amy’s expertise includes preparing fiduciary accountings for trusts and trustees.

Amy’s industry experience includes high net worth individuals, not-for-profit organizations, professional services, retail, and real estate.

Amy received her Master of Accountancy from the University of North Florida.

Education and Certifications

• Bachelor of Accounting from Troy University
• Master of Accountancy from the University of North Florida

Memberships

• American Institute of Certified Public Accountants
• Florida Institute of Certified Public Accountants
• Coggin College of Business Alumni – Member

Practice Areas

• Tax Preparation
• Tax Planning
• Trusts, Estates, and Foundations