Financial & Tax Services
Your future depends on your decisions now– in the game and in the financial arena– and there are unforeseen obstacles in both. It is our job to minimize obstacles in your financial management. From day-to-day management of your banking and credit to tax planning, investment planning and retirement and asset accumulation advice– Vortex Sports & Entertainment can offer years of experience.
Terry founded Williams, Gee & Company in 1986, following nine years as a Supervisor and Agent with the Internal Revenue Service. His audit experience included examining tax shelters and investment schemes. He also spent three years training agents and serving as an expert witness in criminal tax trials.
Terry earned two Bachelor of Science degrees, in Mathematics and in Business Administration, from Francis Marion University. He is a member of the American Institute of CPAs and the South Carolina Association of CPAs. Terry is also a licensed stockbroker and NFL contract advisor.
Walt Gee joined Williams, Gee & Company in 1988, after spending eight years with the Internal Revenue Service. His positions there included IRS Agent, Audit Group Manager, Instructor and Chief of Planning and Special Programs, where he developed the audit plan and supervised selection of returns for audit.
Walt graduated from the University of South Carolina with a Bachelors Degree in Business Administration in Accounting. He is a member of the American Institute of CPAs and the South Carolina Association of CPAs. Walt is a licensed insurance agent.