|
About Williamson & Associates, Inc.
Williamson & Associates, Inc. was established over 35 years ago to serve the community of owners of closely-held businesses, professionals and executives. Our purpose is to help you build, preserve and transfer wealth through business, tax, and financial planning, along with accounting advice and services. We begin by learning your financial goals, and then partnering with you in the design and implementation of comprehensive, practical and tax-smart strategies to achieve those goals.
Among other individual and corporate awards, Williamson & Associates, Inc. was recognized in the February 18, 2008 issue of Fortune magazine as one of the Southeast’s ten most dependable accounting professionals.
Most of our clients are based in South Carolina, North Carolina and Georgia.
|
Jack Williamson, JD, MS, CFP, ATA
(803) 254-0029 ext. 104
jack@williamsonai.com
Jack is a Certified Financial Planner and Accredited Tax Advisor, with academic degrees and practical experience in financial planning, income taxation, estate planning, engineering and law. His principal fields of concentration are business strategic planning, business and personal tax planning, estate and retirement planning, business ownership transfer and ownership succession. |
|
Bobby Bass, CPA, JD
(803) 254-0029 ext. 102
bobby@williamsonai.com
Bobby focuses on Business and tax planning matters. He is a CPA and an attorney with experience as controller for a computer consulting firm, he frequently partners with Jack and Ray on complex tax or financial issues, particularly those that benefit from his legal training and advocacy skills. |
|
Ray Wright, EA
(803) 254-0029 ext. 108
ray@williamsonai.com
Ray concentrates on business and tax advisory services, primarily for business owners and professionals. His degree is in Business Administration, with a focus on accounting. He is an Enrolled Agent, Licensed Accounting Practitioner, Accredited Tax Advisor and former President of the SC Association of Public Accountants. |
 |
Tim Alford, CPA
(803) 254-0029 ext. 107
talford@williamsonai.com
Tim is a CPA with academic degrees and practical experience in finance and accounting. He concentrates on accounting and tax matters, with emphasis in preparation of business and personal tax returns. His experience as an Audit Manager and Tax Manager provides our clients with a wide array of business and accounting knowledge and expertise. |
 |
Julie Hawkins
(803) 254-0029 ext. 109
julie@williamsonai.com
Julie is an accounting and tax assistant supporting the business and tax counselors in connection with their bookkeeping and tax preparation activities. She also manages payroll activities for some of our small business owners. Julie's degree is in Business Administration with a minor in Accounting. |
 |
Judi Caldwell
(803) 254-0029 ext. 106
judi@williamsonai.com
Judi concentrates on accounting and tax matters supporting the business and tax counselors in connection with their bookkeeping and tax preparation activities. She also assists clients in establishing or reconstructing accounting systems and financial controls. Judi's degree is in Business Administration. |
 |
Chere Laird
(803) 254-0029 ext. 113
chere@williamsonai.com
Chere is an accounting and tax assistant supporting the business and tax counselors in connection with their bookkeeping and tax preparation activities. She also manages payroll activities for some of our small business owners. |
 |
Lee Rumble
(803) 254-0029 ext. 103
lee@williamsonai.com
Lee supervises our time keeping and billing activities and is chiefly responsible for handling our client's billing-related questions and concerns. She also supports the business and tax counselors with bookkeeping and tax preparation projects. |
 |
Alicia Gibbs
(803) 254-0029 ext. 101
alicia@williamsonai.com
Alicia is usually the first one you talk with when you call our office. She schedules the appointments and maintains communication throughout the office. She also monitors the status of tax returns and other matters subject to deadlines. |
| Return to Top |
|