Carolyn is a senior manager in the tax department at Steward Ingram & Cooper PLLC. Carolyn has more than 18 years of experience and she provides services to clients related to advanced tax issues including estates, trusts, gift tax, and income tax. Her experience at several of the national accounting firms has been primarily in the private client groups. Her clients appreciate her holistic approach to providing tax and financial planning services simultaneously. Her passion is helping her clients realize their personal financial goals through minimizing taxes, protecting assets, transferring wealth and providing guidance and education. She provides these services to individuals, wealthy families, key executives and business owners. She also provides independent comprehensive financial planning as an Investment Adviser Representative of Paraklete Financial, Inc.™ Her planning encompasses estate and trust planning as well as retirement and cash flow planning in conjunction with asset protection considerations and family planning needs.

Carolyn grew up on a farm in the Finger Lakes Region of New York State and holds an MBA degree from Rochester Institute of Technology. She became a licensed certified public accountant in 1995 and was awarded the Personal Financial Specialist (PFS) designation by the American Institute of Certified Public Accountants in 1999.

PROFESSIONAL MEMBERSHIPS AND AFFILIATIONS

• American Institute of Certified Public Accountants (AICPA)
• North Carolina Association of Certified Public Accountants (NCACPA)
• Personal Financial Planning Division Member of the AICPA
• Wake County Estate Planning Council member
• Former board member of the local chapter of Junior Achievement (JA)

ACCREDITATIONS AND LICENSES

• Licensed as Certified Public Accountant in North Carolina (License #23314)
• Licensed as Personal Financial Specialist (PFS)
• Bachelor of Science degree from Cornell University
• Master of Business Administration from Rochester Institute of Technology

As a licensed Certified Public Accountant since 2002, David offers Steward Ingram & Cooper’s clients comprehensive tax planning and compliance assistance for both their personal and business needs. He proudly serves a wide range of clientele from low to high net worth individuals, small businesses to multi-million dollar entities, simple to complex returns, both foreign and domestically owned companies spanning diverse industries such as real estate, manufacturing, construction, hi-tech, and health care. Drawing on his experience with complicated tax issues as well as multi-state compliance, David also manages government correspondence by working with federal, state and local taxing authorities on their specific inquiries and fairly resolving all discrepancies.

A native of Long Island, New York, David received his bachelor of business administration from Hofstra University in 1999 with a major in accounting and minor in music. After graduating, he began work with a local CPA firm in the New York City metro area. In the fall of 2005, David carried his knowledge and experience with him to Steward Ingram & Cooper PLLC where he continues to deliver a high level of service for all their clients.

PROFESSIONAL MEMBERSHIPS AND AFFILIATIONS

• American Institute of Certified Public Accountants (AICPA)
• North Carolina Association of Certified Public Accountants (NCACPA)

ACCREDITATIONS AND LICENSES

• Licensed as a Certified Public Accountant in North Carolina (License #32178)