Caitlyn’s Approach
Caitlyn B. Ramsey
CPA, CFE
Manager of Tax & Consulting
Overview
Caitlyn is a manager of Savant Tax & Consulting in our Lewes, DE office.
Caitlyn specializes in audit and assurance work, including compilations and reviews. She is a Certified Public Accountant (CPA) and a Certified Fraud Examiner (CFE).
Caitlyn has been involved in the tax and accounting industry since 2018. She was a staff accountant for Raymond F. Book & Associates, P.A. CPAs, from 2019 until it joined with Savant Tax & Consulting in 2023.
Caitlyn is a member of the American Institute of Certified Public Accountants (AICPA) and the Delaware Society of CPAs (DSCPA). She earned a bachelor of science degree in accounting and finance from Wilmington University in Georgetown, DE.
Caitlyn and her boyfriend Hunter have two children, Bridget and Ashton. The family enjoys traveling, watching movies, and finding new spots for hiking and strolling.
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.
Education
- Wilmington University
Bachelor of Science in Accounting and Finance
Professional Designations
- Certified Public Accountant
- CFE
Affiliations
- American Institute of Certified Public Accountants (AICPA) – member
- Delaware Society of CPAs (DSCPA) – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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