About
Expert advisor assisting individuals and businesses attain their financial goals. I have been providing tax and business consulting services for over 25 years. In addition to managing my own tax firm for over 13 years, I have been a CFO for a technology firm and its subsidiaries. I also spearheaded training and development for accountants in the mutual fund industry.
I am Accredited Tax Preparer with the Accreditation Council for Accountancy and Taxation and maintain my credentials annually. I am also a member of the National Association of Tax Professionals, the National Society of Accountants and the National Society of Leadership and Success. I have also resided on various nonprofit executive boards.
I enjoy solving challenges, discovering opportunities to benefit my clients and fostering strong client relationships.
Specialties
Special tax situations
Employment status
Filing status
Reviews
Rachel H.
Frequently asked questions
What is your typical process for working with a new customer?
We initially meet to discuss their unique needs and concerns, gather important details and outline next steps.
What education and/or training do you have that relates to your work?
Founder and CEO of tax and business services firm; CFO overseeing all aspects of Accounting, Human Resources and General Administration for a well established technology company and its subsidiaries; Managed training and development of accountants for well known companies in the mutual fund industry.