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Courtney Mishoe CPA

Tax Senior Manager

404.573.4338
Alpharetta, GA
Services
Business Tax, Individual Tax, Pass-Through Tax, Tax,
Industries
Healthcare, Manufacturing & Distribution, Professional Services, Real Estate, Restaurants,

Experience

As a Senior Manager in Frazier & Deeter’s tax department, Courtney Mishoe is responsible for the compliance of partnership, S corporation, trust and individual tax returns. She also provides specialized tax and accounting services to privately-held businesses and their owners and executives. Her emphasis is on consulting and compliance for closely held businesses and high net-worth individuals, where she focuses attention on planning opportunites to minimize personal, trust, and estate tax liabilities.

Courtney has worked with clients in a variety of industries that include healthcare, real estate, construction, manufacturing & distribution, professional services, restaurants and entertainment.

As a leader in Frazier & Deeter’s Closely Held and High Net-Worth Services Group, Courtney consults on sophisticated planning techniques. She has been instrumental in communicating tax planning opportunities relating to new tax laws and regulations. She acts as a liaison between her clients and their wealth management and financial planning teams to support the overall financial objectives of her clients.

Prior to joining Frazier & Deeter, Courtney worked at a regional public accounting firm where she focused on compliance and comprehensive tax planning for closely held businesses and their owners.

Professional and Civic Organizations

Georgia Society of Certified Public Accountants
American Institute of Certified Public Accountants
Accountants of North Georgia Shared Interest Group, Founding Member
Accountants of North Georgia Shared Interest Group, Secretary/Treasurer

Education

Bachelor of Business Administration, University of North Georgia, Dahlonega, Georgia

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