Heather is a tax director with more than 12 years of professional tax experience including research, planning and compliance. Heather specializes in serving high-net-worth individuals, closely held businesses and trusts. She also has significant experience working with private foundations.
- Oversees the preparation and review of Forms 1040, 1041, 709, 1065 and 1120S along with Forms 990 and 990-PF
- Routinely consults with clients on various tax compliance issues and assists with gift, estate and general tax planning strategies
- Experience preparing applications for tax-exempt status and sales tax exemption
- Licensed CPA in Pennsylvania
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
Location
Philadelphia, PA
Education
Shippensburg University of Pennsylvania
Bachelor of Science in Business Administration, accounting