
Ashley Nicole Plantz, EA
Principal
Ashley's primary focus is on advisory services to ensure proper tax strategies are in place to lower effective tax rates. Her average client will experience approximately 15-20% in tax savings during their first advisory year due to entity optimization, tax planning implementation, and monthly/quarterly consultations.
Her specialty is tax liability resolution with a decade of experience and an approximate 90% success rate regarding Offer in Compromise (OIC) cases compared to the national success rate for 2022 of 36.55%. The average OIC generates tax savings of approximately $15,000-$25,000.
Ashley was originally employed at the firm via a college internship. After completing the internship, she was hired full-time as an assistant. Throughout employment within the firm, client responsibilities and job duties increased based on knowledge and expertise. Currently she is a firm Principal with a focus on Tax Advisory services.
Ashley received a Bachelors in Accounting from Wesleyan College and is an Enrolled Agents license via Internal Revenue Service.
Outside of work she enjoys quality time with her husband, two kids, and three dogs. Free time for the family typically consists of reading together, soccer, and magnet fishing on the Washington waterfront.