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Heidi Brim - Omni360 Advisors

Heidi Brim

Senior Accountant

Tax Reduction PlanningTax ServicesTax, Consulting & Accounting Services

ABOUT Heidi

Heidi brings expertise in both individual and small business taxation, supported by her strong analytical skills and her willingness to take on a wide range of challenges. As a QuickBooks ProAdvisor with a Master’s degree in Accounting, she combines technical knowledge with practical experience to deliver accurate and thoughtful guidance to clients.

Outside of work, Heidi is actively involved with several local nonprofit organizations, contributing her time and skills to causes she cares about.

TEAMS

Red Team

A BRIEF HISTORY

Heidi joined the firm in 2016, bringing with her more than 20 years of bookkeeping and write-up experience across a variety of industries, including retail, professional services, and nonprofit organizations. Her deep understanding of day-to-day financial operations, coupled with her tax expertise, makes her a valued member of the Omni team.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Heidi is engaged, or continues to be engaged, to provide investment advisory services.

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Recent Posts

The 5 Financial Decisions You Should Review Every Year—Even When Nothing Has Changed

An annual financial review can help keep your tax strategy, investments, insurance, estate plan, beneficiaries, and retirement goals aligned with your life and priorities. Financial ...

<p>The post The 5 Financial Decisions You Should Review Every Year—Even When Nothing Has Changed first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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Should You Gift Money to Your Children Now or Leave It to Them Later?

Should you give money to your children during your lifetime or leave it as an inheritance? Explore the family, tax, control, and legacy considerations that can help guide the decision. For many successful families, estate planning eventually raises ...

<p>The post Should You Gift Money to Your Children Now or Leave It to Them Later? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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What Happens to Your Financial Life When You Retire? A 12-Month Checklist

Retirement changes more than your work schedule. Use this 12-month retirement checklist to review Medicare, Social Security, cash flow, portfolio withdrawals, taxes, estate documents, and employer benefits. Retirement is often described as a milestone, but financially, it ...

<p>The post What Happens to Your Financial Life When You Retire? A 12-Month Checklist first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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