Jodie is a highly experienced tax professional and brings over 20 years of public accounting experience to her client engagements. In providing tax consulting and compliance services to high net worth individuals and their related entities, Jodie evaluates tax implications in their entirety—to the individual, their business, investments, real estate holdings, the estate, and the overall financial objectives. Jodie helps her clients achieve their business goals by addressing the needs of the business and business owner in an integrated manner. Jodie also has extensive experience in complex tax laws and computations related to private airplane ownership for business and personal use. She also provides tax services to professional services firms.
Jodie graduated from the University of California, Los Angeles, cum laude, with a bachelor’s degree in business economics and a minor in accounting. She is a Certified Public Accountant in California and a member of the American Institute of Certified Public Accountants. Jodie began her career in public accounting at Arthur Andersen, and before joining HCVT, she was with WTAS.
WTAS
Arthur Andersen LLP
American Institute of Certified Public Accountants
BA, Business Economics, minor in Accounting, University of California, Los Angeles, cum laude
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Our passion for excellence, continuous learning, and improvement have garnered HCVT numerous industry accolades. These honors demonstrate the firm’s focus on client service and commitment to maintaining a supportive, employee-centric culture.
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