Dawn Jones, CPA, CGMA

Manager

Dawn is based in the Auburn office location. She specializes in trust and estate administration, accounting, tax compliance, and payroll tax compliance. She also manages the Estate, Trust and Gift Group’s workflow, reviews returns, and coordinates projects with other groups.

Education

Bachelor of Science, Birmingham-Southern College
Master of Accountancy, Samford University

Certifications

Certified Public Accountant (CPA)
Chartered Global Management Accountant (CGMA)
AICPA Estate Planning Certificate
Quickbooks Online Certified ProAdvisor

Professional and Community Involvement

Alabama Society of Certified Public Accountants (ASCPA)
American Institute of Certified Public Accountants (AICPA)
Montgomery Estate Planning Council
Medical Group Management Association (MGMA) – Opelika/East Alabama Chapter
Lee-Scott Academy Band Boosters

 

Healthcare workshop takes place Oct. 13

Healthcare workshop takes place Oct. 13

Feeling overwhelmed by healthcare's most timely topics? Join six experts for a breakdown to help your medical organization succeed on Thursday, ... Read More
Director Gerry Kassouf shares tips for medical practices during inflation

Director Gerry Kassouf shares tips for medical practices during inflation

Director Gerry Kassouf, CPA, PFS, CFP®, AEP®, CGMA discussed ways to help medical practices cope with high inflation rates with ... Read More
How the Inflation Reduction Act of 2022 could affect your taxes

How the Inflation Reduction Act of 2022 could affect your taxes

President Biden signed the Inflation Reduction Act of 2022 (Act) into law Tuesday, August 16. The legislation includes several income ... Read More