Tax Planning & Compliance
Individual Tax Planning
Rachel is a Senior Manager with SVA Certified Public Accountants and works closely with businesses advising them on tax and accounting issues that may arise throughout the year. She provides guidance and support on a variety of issues including IRS and state audits, entity sales analysis, cancellation of debt, gifting, general accounting, various tax credits, and growth opportunities.
She concentrates her practice on federal and state tax compliance, tax research, proactive tax planning, and tax-saving strategies. Her experience working with businesses in manufacturing, professional services, research companies, retail, and real estate provides the ability to consult with clients in a variety of areas.
Rachel strives to be a trusted advisor by becoming familiar with the business and learning what is most important to the client. She believes honesty and open communication are vital for strong relationships.
She is part of the tax service line leadership group, focuses on developing and mentoring junior staff, and serves on the governance council for a local school.