There is nothing more valuable than having face-to-face meetings with my clients. This helps me build relationships while helping clients understand their tax situation and achieve financial peace of mind.”
About Valerie
Valerie joined the firm in 2005 and then again in 2017 after working for a Top 100 firm in Bethesda, Maryland and a local firm in Delaware. A tax generalist with a strong knowledge base in providing compliance and advisory services to her clients, Valerie works closely with the many experts within the firm to address her clients’ varied circumstances. Valerie’s experience includes working with large privately-held companies, nonprofits, small businesses, high net worth families, and international businesses (and individuals), and has extensive knowledge leading an engagement team acting as a back office tax department for a global manufacturer. Her widespread background provides a wealth of insight and expertise for the many issues her clients may face.
Valerie values the personal approach to accounting, preferring to meet face to face as she helps her clients navigate their tax returns, and understand their tax planning, estate planning, and transactions. Her personable nature, in addition to her technical mindset, help her clients align their personal and tax goals.
Within the firm, Valerie’s priorities include team building, training, and employee advocacy. She believes individual and firm prosperity begins with teamwork. Along with internal team meeting participation, Valerie is called on to present on various tax topics for organizations such as the Delaware Tax Institute, DSCPA, and Cogency International.
Areas of Specialization
Business Tax Business Consulting Multi-State and Local Tax (SALT) Family Owned Businesses Nonprofit Organizations High Net Worth
Professional Memberships & Recognition
- American Institute of Certified Public Accountants – On Council
- Delaware Society of Certified Public Accountants – Past President
Boards & Committees
- Fund for Women – Treasurer
- Woman to Watch – Delaware Society of Certified Public Accountants 2012
Education
- University of Wisconsin – Bachelor of Business Administration – Accounting and Marketing