Ashley’s Approach
Ashley E. Tate
CPA/PFS, CFP®, MPAcc
Director of Accounting & Business Advisory / Member Owner
Overview
Ashley Tate is a director of accounting & business advisory in the Clinton, South Carolina, office, where she helps individuals, families, and businesses navigate tax planning, tax compliance, and financial planning decisions.
A Certified Public Accountant (CPA) who holds the Personal Financial Specialist (PFS) credential from the American Institute of Certified Public Accountants (AICPA), Ashley brings an informed perspective to helping clients align their tax strategies with their broader financial goals. She is also a CERTIFIED FINANCIAL PLANNER® professional and holds the Certified QuickBooks ProAdvisor designation.
Ashley has been involved in the financial services industry since 2011. Before joining Savant Tax & Consulting, Ashley worked with Peay & Associates, LLC, CPAs, which joined the firm in 2023. Her background in accounting, taxation, and financial planning allows her to deliver thoughtful guidance tailored to each client’s individual circumstances.
Ashley stays actively involved in both her profession and her community. She is a member of the AICPA, serves as chair of the Finance Committee at Broad Street United Methodist Church, and is vice chair of the board of the Laurens County Healthcare System through an appointment by the governor of South Carolina.
Ashley earned a bachelor’s degree in accounting with a minor in economics from Wofford College in Spartanburg, South Carolina, and a Master of Professional Accountancy (MPAcc) with a concentration in taxation from Clemson University.
When she is not working with clients, Ashley enjoys spending time by the water, cheering on the Wofford Terriers and Clemson Tigers, and attending country music concerts.
Areas of Focus
Accounting & Consulting Services
Integrated accounting, tax, payroll, and advisory services that help business owners navigate complexity, evaluate opportunities, and plan for the future.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
Savant Accounting & Business Advisory (SABA)
Year-round accounting, tax, and advisory guidance for closely held businesses and professional practices, from outsourced CFO support to succession and transition planning.
Education
- Wofford College
Bachelor of Arts in Accounting - Clemson University
Master of Professional Accountancy (MPAcc) with a concentration in Taxation
Professional Designations
- Certified Public Accountant / Personal Financial Specialist
- CERTIFIED FINANCIAL PLANNER® professional
- MPAcc
Affiliations
- American Institute of Certified Public Accountants (AICPA) – member
- Broad Street United Methodist Church – member, Finance Committee chair
- Laurens County Healthcare System – vice chair of the board
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.