David Queen CPA

CPA, ChFC, AEP, CAP - specializing in tax and investment services

David G. Queen · CPA, ChFC, AEP, CAP, President · Chattanooga, Tennessee, United States

CPAChFCAEPCAPAIFFree consultation

4+

Team

1

Services

Chattanooga, Hixson, Tennessee area and beyond

Service area

About David Queen CPA

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.

Services

Industries Served

Team & Leadership

DG

David G. Queen

CPA, ChFC, AEP, CAP, President · CPA since 1990, MBA Finance, Series 7 and 24 Securities Licenses

JB

Johnnie Bickham Queen

Director of Operations · 20+ years bookkeeping and tax experience

PL

Patti L. Clark

Tax Senior · Tax preparation specialist since 2005

Get in Touch

Visit Website(423) 643-0675Email

Contact David Queen CPA

At a Glance

Credentials: CPA, ChFC, AEP, CAP, AIF

Languages: English

Serves: Chattanooga, Hixson, Tennessee area and beyond

Location

Chattanooga, Tennessee

United States

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