Liz Downer
CPA, CFP®
Contact Liz
Get To Know Liz
Originally from Cincinnati, Liz joined the firm in 2016 and now proudly calls Dayton home. Liz specializes in tax consulting, planning, and compliance for family and closely held businesses as well as individuals. Her expertise extends to complex trust and estate matters, including the challenges of generational wealth transfer and tax considerations associated with estate planning.
Driven by a commitment to providing the highest quality service, Liz considers it a privilege to add value to her clients’ lives each day. By taking care of their tax needs, her clients are able to focus on the core aspects of their business that inspired them to venture into their respective industries.
Liz lives in Oakwood with her husband, Cameron, and their son, Corbin. Outside of work, Liz enjoys traveling, spending time outside hiking and bicycling, making memories with friends and family, and checking out new restaurants around town.
Education
- The Ohio State University - Bachelor of Science in Business Administration, Accountancy
Organizations / Associates / Volunteer Positions
- A Special Wish Foundation of Southwest Ohio, Treasurer
Let’s talk. We can discuss your goals and challenges then create a plan to help you.