CPA, ChFC, AEP, CAP - specializing in tax and investment services
David G. Queen · CPA, ChFC, AEP, CAP, President · Chattanooga, Tennessee, United States
4+
Team
1
Services
Chattanooga, Hixson, Tennessee area and beyond
Service area
David Queen CPA is a boutique certified public accounting firm located in Hixson, Tennessee, serving the Chattanooga area. The firm is led by David G. Queen, CPA, ChFC, AEP, CAP, who has practiced as a certified public accountant specializing in tax services since 1990. David holds a Master of Business Administration degree in Finance, Chartered Financial Consultant (ChFC) certification from the American College, and Chartered Advisor in Philanthropy (CAP) certification. He is also an Accredited Estate Planner (AEP) through the National Association of Estate Planners and Councils and holds Accredited Investment Fiduciary (AIF) certification. In his investment advisory practice, David holds Series 7 and Series 24 securities licenses and operates as a Registered Principal with LPL Financial. QFSC, his investment advisory company, operates alongside the tax practice. The firm provides financial and tax planning services for individuals, businesses, and estates, retirement planning, retirement plan distribution analysis, IRA distribution guidance, business consulting, and income tax preparation for individuals, businesses, and trusts/estates. The team includes Johnnie Bickham Queen, Director of Operations and owner of Bickham Bookkeeping & Payroll with 20+ years of experience, and Patti L. Clark, a tax senior since 2005. The firm emphasizes personalized service and offers professional service network referrals to attorneys and other professionals.
David G. Queen
CPA, ChFC, AEP, CAP, President · CPA since 1990, MBA Finance, Series 7 and 24 Securities Licenses
Johnnie Bickham Queen
Director of Operations · 20+ years bookkeeping and tax experience
Patti L. Clark
Tax Senior · Tax preparation specialist since 2005
Credentials: CPA, ChFC, AEP, CAP, AIF
Languages: English
Serves: Chattanooga, Hixson, Tennessee area and beyond
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