Summer Greenwood
- Senior Associate, Eisner Advisory Group LLC
Contact
Summer Greenwood is a Tax Senior Associate in the firm’s Private Client Services practice, with nearly five years of experience supporting trusts, estates, individuals, and closely held organizations. She manages tax engagements from preparation through review, while coordinating directly with clients to ensure accuracy, responsiveness, and consistency.
Summer works with a diverse client base across industries including family-owned businesses, financial services, healthcare, not-for-profit organizations, and real estate. She also plays an active role in internal development initiatives, contributing to trust and estate training programs and supporting right-shoring efforts for trust tax preparation and review.
Specialties
- Trust Taxation
- Estate Tax
- Tax Compliance
- Client Management
- Staff Development
- Not-For-Profit Tax
- CRUT Planning
Credentials & Education
- Certified Public Accountant (CPA)
- Saint Leo University: MA, Accountancy
- Saint Leo University: BA, Accounting
Affiliations
- American Institute of Certified Public Accountants
- Florida Institute of Certified Public Accountants
- Institute of Management Accountants: Tampa Chapter