Firm Profile

Amy Kay Tate · CPA · Cr.FA® · Advanced Certified QuickBooks ProAdvisor® Forensic Accounting Specialist

Phone: (859) 223-3318 x104
Email: amyt@donaldandco.com

Education

• Bachelors of Business Administration (Accounting) and (Investment Finance), Eastern Kentucky University, Richmond, Kentucky, 1987.

Career

• Staff Accountant, Bluegrass Broadcasting dba Cellular One, 1987.
• Internal Revenue Agent, Internal Revenue Service, 1987-1997.
• Financial Advisor, Prudential Securities, Inc., 1997-2001.
• Spectrum Financial Alliance, 2001-2002, Peer Review Coordinator, National Association of State Auditor, Comptrollers and Treasurers, 2003.
• Certified Public Accountant, Donald & Company, P.S.C., 2004-Present.

Professional Associations

Member of Kentucky Society of Certified Public Accountants, Member of American Institute of Certified Public Accountants, including the Forensic and Valuation Services Community, and Member of American College of Forensic Examiners.

Professional Certifications & Licenses

Certified Public Accountant, 17 years, Certified Forensic Accountant, and Certified Advanced QuickBooks ProAdvisor®.

Professional Experience

Amy has over 23 years experience with accounting, tax, and payroll. Using the expertise she gained as an IRS agent, Amy points out areas of concern for clients and can offer solutions to such situations. She currently specializes in remote accounting services: where accounting functions such as payroll, bookkeeping, and various tax services can be provided over a direct connection with our firms computer system to a clients books, thereby reducing time, possibility for error and increasing the general effectiveness of bookkeeping services.

Community & Personal Activities

Amy and her husband Keith have been married for 25 years and have two children. Amy enjoys reading, crocheting, and coupon shopping. In addition to her hobbies, she also enjoys watching University of Kentucky basketball. Go Big Blue!