Helen began her accounting career in 1999 at PricewaterhouseCoopers working in their investment company tax compliance and consulting group. She later moved to a smaller local CPA firm where she worked closely with affluent families and their advisors to provide comprehensive income tax planning and compliance services. Helen enjoys consulting with clients on tax issues affecting their families, businesses, trusts and investments.
- Baruch College, City University of New York – CPA Certification courses
- Barnard College, Columbia University, New York, NY – Bachelor’s Degree in History
Certificates and Memberships
- Certified Estate Planner®
- Massachusetts Society of Certified Public Accountants – Federal Taxation Committee, State Taxation Committee