Lindsey Gerlock

Lindsey Gerlock is the Office Managing Director of Andersen’s Metro Florida locations with over 15 years of experience in tax compliance and consulting services. She specializes in providing comprehensive income, gift, and estate tax services to private clients including ultra-high-net-worth individuals, multigenerational family groups, family offices, business owners and entrepreneurs, corporate executives, and private equity fund managers.  

Lindsey is viewed as a trusted advisor for her clients and her expertise spans a variety of practice areas, including:

• Advanced individual income tax planning and compliance
• Gift tax and wealth-transfer planning
• Sophisticated trust and estate tax matters
• Partnerships and S corporations structure planning and compliance; including closely held business entities and family offices 
• Executive stock option and qualified small business stock planning
• Charitable gift planning

Before beginning her career at Andersen in the fall of 2008, Lindsey worked at Thomas Howell Ferguson, P.A. where she assisted with pension plan administration and individual and business income tax compliance services.