Accounting Team

Senior Accountant

TAX REDUCTION PLANNING TAX SERVICES TAX, CONSULTING & ACCOUNTING SERVICES

ABOUT HEIDI

Heidi’s focus and willingness to take on a variety of challenges makes her an expert in both individual and small business taxes.

Heidi is a QuickBook Pro Advisor and has her Masters in Accounting. When not working, she is active in several local non-profit companies.

A BRIEF HISTORY

When Heidi joined PFG in 2016, she brought over 20 years of bookkeeping and write up experience in a variety of industries such as retail, professional services and non-profit.

*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.
Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Payment Portal
for Tax and Accounting invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts

Rushed Transition from Paper Checks Could Harm Taxpayers — What You Need to Know

The rushed shift by Treasury toward eliminating paper checks by September 30, 2025 could leave vulnerable taxpayers behind. Learn the risks and how to navigate them. A ...

<p>The post Rushed Transition from Paper Checks Could Harm Taxpayers — What You Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Unlocking the Power of QSBS: How the New Tax Law Can Save You Millions When Selling Your Business

Discover how the One Big Beautiful Bill Act (OBBBA) significantly enhanced Qualified Small Business Stock (QSBS) tax benefits, potentially exempting gains of $15 million or ...

<p>The post Unlocking the Power of QSBS: How the New Tax Law Can Save You Millions When Selling Your Business first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

National 401(k) Day: Take Control of Your Financial Future with Omni 360 Advisors

Every September, National 401(k) Day is a timely reminder of how crucial retirement planning is to your overall financial strategy. Falling this year on Friday, September 5, this day highlights the importance of reviewing your savings plan—and making sure you’re truly on track ...

<p>The post National 401(k) Day: Take Control of Your Financial Future with Omni 360 Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>