Angela Pound, CPA

Serving as the Director of Tax Services, Angie over 30 years of experience as a Certified Public Accountant “CPA”, working in both public accounting and private firms, including wealth management. Her focus is tax preparation, review, and planning, and plays a key role in shaping processes that enhance client service and team collaboration throughout the tax department. She has collaborated extensively with individuals, families, privately held businesses, fiduciaries, and not-for-profits, partnering with clients throughout the year on tax preparation, tax planning strategies, and business consulting to align with their broader financial goals, reduce surprises, and optimize outcomes.

Aside from ensuring tax returns are filed accurately, timely, and compliant with current rules and regulations, as part of a Wealth Management Team, Angie combines her knowledge as a CPA with the expertise of the Wealth Management Advisors and Financial Planners at Equity Concepts. This collaboration provides a more well-rounded experience for our high-net-worth individual and business clients. Together, they take a more integrated approach in developing strategies that address client long-term goals, tax-efficient retirement needs, as well as identify other tax-saving opportunities to minimize liabilities.

Her collaborative style allows her to listen to her clients and colleagues, be approachable, and accessible. She strives to provide useful information and guidance in ways that clients can easily comprehend.

Angie is a member of the American Institute of Certified Public Accountants and Virginia Society of Certified Public Accountants.

Outside of work, Angie enjoys spending time with her two daughters (both Virginia Tech Hokies), her son, and extended circle of close family and friends. She is also fond of traveling, music, live arts, a great meal, and relaxing with her other furry animal family members.