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Experience
Cassidy brings more than a decade of tax experience, specializing in planning and compliance for high-net-worth individuals, family businesses and closely held entities. She provides strategic guidance across a range of complex tax matters including individual, trust and estate taxation.
Before joining Windham Brannon, Cassidy worked at two Big Four accounting firms and a family office firm where she developed deep expertise in navigating the unique financial and tax challenges faced by affluent clients and multigenerational family enterprises.
She earned both her master’s and bachelor’s degrees in accounting from Auburn University. Cassidy is an active member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants.
Industry / Service
Credentials
- Certified Public Accountant, GA
involvement
- American Institute of Certified Public Accountants, Member
- Georgia Society of Certified Public Accountants, Member
education
- Auburn University, Masters of Accountancy
- Auburn University, Bachelor of Science in Accounting