Helen Schussler, CPA, CEP, Manager

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.


Education

  • 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 PlannerĀ®
  • Massachusetts Society of Certified Public Accountants – Federal Taxation Committee, State Taxation Committee
Fun Fact:

Helen enjoys biking excursions, she has biked the tranquil rail trail on Cape Cod, the bicycle congested streets of Amsterdam, and is planning a summer trip with extended family along the Danube River in Europe.

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