Kira Wheat | CPA

Partner

Chattanooga

Kira Wheat brings over 21 years of experience to the firm’s tax practice. As a Partner, she serves high net worth individuals and closely held businesses with a focus on tax consulting, compliance, and planning. Her expertise spans the real estate, family office, service, and investment fund industries, and she is known for her deep knowledge of individual, trust, and partnership taxation. Over her career, she has developed expertise in the real estate, family office, service and investment fund industries. She has had many opportunities to work with families and their other outside advisors in interpreting, coordinating, and following their complex estate and investment plans. Kira’s standard of service includes meeting with clients to listen and learn their business and personal needs so that her advice is tailored to their unique situation. In addition to client service, Kira leads staff and project management, business development, and billing initiatives. Prior to joining the firm, Kira gained experience at a Chicago-based public accounting firm, in private accounting at an international corporation, and spent a short time in banking. Kira is a graduate of North Central College with a B.A. in Accounting. In her free time, Kira enjoys time with family and spending time outdoors.
EDUCATION
  • North Central College, Bachelor of Arts in Accounting
  • Lee University, Accounting

PROFESSIONAL & OUTSIDE AFFILIATIONS

  • American Institute of Certified Public Accountants (AICPA)
  • SMMHS Music Boosters, Vice President-Fundraising
  • Illinois Certified Public Accountants Society (ICPAS)
  • Tennessee Society of Certified Public Accountants
  • Chattanooga Estate Planning Council, Treasurer
  • TSCPA Federal Tax Committee
  • Junior Achievement
  • DuPage County Estate Planning Council, past board member

AREAS OF CONCENTRATION

SERVICES

Tax Planning

Tax Consulting

Tax Compliance

SPECIALTIES

Partnership, Corporate, and Individual Taxation

Trusts

Private Equity / Investment Partnerships

Multi-State Taxation

Tax Planning & Compliance

Real Estate Development

Privately-Held Businesses

Family Offices

Back to all professionals
Kira Wheat | CPA

Partner

Chattanooga

Kira Wheat | CPA

Partner

Chattanooga

CONTACT
Back to all professionals
Kira Wheat brings over 21 years of experience to the firm’s tax practice. As a Partner, she serves high net worth individuals and closely held businesses with a focus on tax consulting, compliance, and planning. Her expertise spans the real estate, family office, service, and investment fund industries, and she is known for her deep knowledge of individual, trust, and partnership taxation. Over her career, she has developed expertise in the real estate, family office, service and investment fund industries. She has had many opportunities to work with families and their other outside advisors in interpreting, coordinating, and following their complex estate and investment plans. Kira’s standard of service includes meeting with clients to listen and learn their business and personal needs so that her advice is tailored to their unique situation. In addition to client service, Kira leads staff and project management, business development, and billing initiatives. Prior to joining the firm, Kira gained experience at a Chicago-based public accounting firm, in private accounting at an international corporation, and spent a short time in banking. Kira is a graduate of North Central College with a B.A. in Accounting. In her free time, Kira enjoys time with family and spending time outdoors.

PROFESSIONAL & OUTSIDE AFFILIATIONS

  • American Institute of Certified Public Accountants (AICPA)
  • SMMHS Music Boosters, Vice President-Fundraising
  • Illinois Certified Public Accountants Society (ICPAS)
  • Tennessee Society of Certified Public Accountants
  • Chattanooga Estate Planning Council, Treasurer
  • TSCPA Federal Tax Committee
  • Junior Achievement
  • DuPage County Estate Planning Council, past board member

AREAS OF CONCENTRATION

SERVICES

Tax Planning

Tax Consulting

Tax Compliance

SPECIALTIES

Partnership, Corporate, and Individual Taxation

Trusts

Private Equity / Investment Partnerships

Multi-State Taxation

Tax Planning & Compliance

Real Estate Development

Privately-Held Businesses

Family Offices

TRUST MATTERS
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