April Mitchell, CPA

Shareholder, Tax Services

Image of April Mitchell
Education

Tennessee Technological University, Bachelor of Science degree in Accounting

LBMC Wealth Advisors

April L. Mitchell is a Shareholder with LBMC Wealth Advisors. She advises high wealth individuals and families, trusts and estates on complex tax matters. Her experience includes coordinating tax services to closely held businesses in various industries as well as consulting in various areas including wealth transfer, real estate holdings, investment partnerships, foreign investment reporting and private foundations.

April has experience in several different areas of taxation. She has been a part of the Wealth Management Services team at LBMC since 2007, where she specializes in large and complex income tax returns for individuals, trusts, estates, and family groups. April also has a substantial amount of experience with tax planning, individual tax consulting, and closely held businesses in various industries.

April has a wide range of experience in tax return compliance, tax planning, and tax consulting in various areas, including:

  • Individuals
  • Trusts
  • Estates
  • High wealth individuals and families, and related entities
  • Private-equity
  • Real-estate
  • Investment partnerships
  • Multi-state tax planning and compliance
  • Foreign investment reporting
  • Private foundations
  • Charitable trusts
  • IRS and state examinations

Certifications

  • Certified Public Accountants (CPA)

Thought Leadership

Blog
State Income Taxes for the Investor – One Size Does Not Fit All
Blog
Social Security: When Should You Begin Drawing Retirement Benefits