WHO WE ARE

Staff Profile

Tara C. May
CPA, QKA, CPFA
601-499-2400

Education
•University of Mississippi (1994)
Bachelor of Accountancy

Professional Certifications/Licenses/Affiliations
• Certified Public Accountant
• Qualified 401(k) Administrator
• Certified Plan Fiduciary Advisor
• FINRA Securities License 7 and 66
• Mississippi Insurance Licenses for Life, Accident & Health or Sickness
• Mississippi Society of Certified Public Accountants
• American Institute of Certified Public Accountants
• Central Chapter of the Mississippi Society of Certified Public Accountants
• Mississippi Financial Planning Association, Past President
• Professional Women’s Association

Work Experience
• GranthamPoole (2019 – Present) Advisory Services
• Raymond James Financial Services (2018-2019) Independent Financial Advisor
• Regional Wealth Management Firm/Public Accounting Firm (2017-2018) Retirement Plan Advisor
• Local Trust Company (2014-2017) Senior Vice President -ERISA & Retirement Plan Services
• Regional Employee Benefits Firm (2009-2014) Stockholder/Vice President of the Retirement Plan Administration Division
• National Public Accounting Firm (2001-2009) Partner-in-Charge-Retirement Plan Administration Services
• Local Public Accounting Firm (1994-2001) Supervisor

Practice Areas
• Retirement Plan Consulting & Administration Services
• Employee Benefit Plans
• Personal Financial Planning
• Estates & Trusts
• Business Succession & Exit Planning
• Mergers & Acquisitions-Due Diligence

Civic/Community Involvement (Present and Past)
• Mississippi Baptist Hospital, Estate & Gift Planning Advisory Board
• American Heart Association, Go Red for Women & Circle of Red
• Habitat for Humanity, Women’s Build
• Community Animal Rescue and Adoptions Mississippi
• American Cancer Society
• Susan G. Koman
• Rankin County, Mississippi, Chamber of Commerce & Leadership Rankin
• Mississippi Burn Foundation

Personal
In her spare time, Tara enjoys spending time with family and friends, while mothering her foster fur babies. She also enjoys traveling abroad to complete her bucket list, fine dining as well as spending quality time at home catching the latest movies or binge-worthy series.

CPA License Number 5389

ABOUT US

GranthamPoole, one of Mississippi’s largest regional accounting firms with offices in Metro Jackson and Oxford, uses focused-industry experience to customize solutions for your financial life. Discover how we can problem-solve with your needs in mind.

 

 

 

 

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