Tax Associate | HNW, Trusts, and Business Returns | CPA in Progress
This South Florida-based Tax Associate has experience preparing a broad range of returns including 1040s, 1041s, 1120s, 1120S, and 1065s, with a strong foundation in both individual and entity tax compliance.
She began her career at a smaller firm where she gained exposure across tax, audit, and litigation support, before moving to a national CPA firm where she focused on tax preparation for high-net-worth individuals and small business clients. Alongside tax compliance, she has supported tax planning initiatives and managed bookkeeping and reconciliations for clients using QuickBooks.
She is currently preparing for the CPA exams, having purchased Becker and planning to sit FAR next. Open to hybrid or in-office opportunities, she’s looking for a stable firm where she can continue developing and step into more responsibility over time.
