Heather Dwyer

Heather Dwyer

Director, CPA · +1 (215) 999 5665
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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

Pennsylvania

Education

Shippensburg University of Pennsylvania
Bachelor of Science in Business Administration, accounting