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    Alicyn McLeod

    Tax Advisor

    Alicyn McLeod is a seasoned tax advisor and financial planner based in Atlanta, Georgia. She holds both the Certified Public Accountant (CPA) and Certified Financial Planner (CFP) designations, showcasing her expertise in tax advisory and wealth management.

    Professional Background

    • Current Position: Alicyn serves as a Tax Advisor at Atlanta Tax, where she has been since 2019. She is also a co-founder and CFO of Agate CPA, which aims to provide coordinated financial services to clients.124
    • Previous Roles:
      • Financial Planner at Ajax Capital Advisors since January 2023.
      • Tax Partner at FinLogic, LLC (2015-2019).
      • Tax & Business Advisor at McLeod Tax & Consulting, LLC (2012-2015).
      • Tax Manager at Moore Colson (2008-2012).
      • Tax Senior at Bennett Thrasher (2005-2008) and various tax accountant roles from 2000 to 2005.12

    Education

    Alicyn earned her Bachelor of Business Administration (BBA) in Accounting and an MBA from Augusta University, equipping her with a strong foundation in financial principles and practices.1

    Specializations

    Her practice focuses on:

    • Tax Strategy: Developing comprehensive tax plans for high-net-worth families and growing businesses.
    • Financial Planning: Providing insights into personal cash flow, estate planning, retirement strategies, and exit planning for business owners.23

    Community Engagement

    Alicyn is actively involved in promoting mental health discussions within the accounting field through her podcast Underwithheld and leads an online community for women in accounting called Glass.2

    Her extensive experience and commitment to client service position her as a prominent figure in the field of tax advisory and financial planning in Atlanta.

    Highlights

    Nov 10 · westerncpe.com
    Alicyn McLeod, CPA, CFP, Co-Founder of Agate CPA - Western CPE
    Alicyn McLeod, CPA, CFP, Co-Founder of Agate CPA - Western CPE
    Jul 3 · outgeorgia.org
    Alicyn McLeod, CPA, CFP (About) - OUT Georgia Business Alliance

    Related Questions

    What are Alicyn McLeod's main responsibilities at Atlanta Tax?
    How did Alicyn McLeod transition from Moore Colson to FinLogic, LLC?
    What inspired Alicyn McLeod to start the podcast "Underwithheld"?
    Can you tell me more about Alicyn McLeod's role at Ajax Capital Advisors?
    What unique services does Agate CPA offer compared to other firms?
    Alicyn McLeod
    Alicyn McLeod, photo 1
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    Location

    Atlanta, Georgia