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.
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<p>The post Planning Ahead: Why Long Term Care Financial Strategy and Insurance Matter for Your Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post Year-End Estate Planning: Why Now Is the Smartest Time to Act first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post Beyond Wealth: How Omni360 Advisors Helps You Build a Legacy, Not Just a Balance Sheet first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>