609-452-0889 877-623-2266
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.

Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Schedule now

Payment Portal
for Tax and Accounting invoice

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

Pay Us here

Blog

Video Library

Join our newsletter

In The Press

Client Login

Resources

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts

Navigating the Step-Up in Basis: Core Rules, Critical Exceptions, and Strategic Benefits for Families and Business Owners

For many families, business owners, and high-net-worth individuals, one of the most valuable—but often misunderstood—tax concepts in estate planning is the step-up in basis. While discussions ...

<p>The post Navigating the Step-Up in Basis: Core Rules, Critical Exceptions, and Strategic Benefits for Families and Business Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Learn More

New State Retirement Plan Requirements for Small Businesses in New Jersey and New York

Small businesses in New Jersey and New York may face new retirement plan compliance requirements in 2026. Learn who is affected, key deadlines, and important ...

<p>The post New State Retirement Plan Requirements for Small Businesses in New Jersey and New York first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Learn More

Understanding the K-Shaped Economy: Why Portfolio Diversification Matters More Than Ever

Learn what a K-shaped economy means, how it affects investors and business owners, and why maintaining a diversified portfolio may help navigate an increasingly uneven ...

<p>The post Understanding the K-Shaped Economy: Why Portfolio Diversification Matters More Than Ever first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Learn More