Background
Rebecca DeWolfe brings over 20 years of experience as a tax professional who specializes in serving high-net-worth individuals. She offers individual tax planning and tax preparation services and works closely with her clients to guide them through the complex tax landscape. She is also proficient in inheritance planning, stock option planning, and planning for life events to optimize her clients’ tax outcomes.
Her custom strategies are designed to optimize tax outcomes, ensuring that her clients achieve the most favorable financial positions. She is a leader of the Estate & Gift Practice, with knowledge critical for preserving wealth across generations. Rebecca's deep understanding of federal and individual tax codes allows her to provide customized advice that significantly minimizes liabilities and maximizes financial legacy.
Certifications
- Licensed CPA in Massachusetts
- Certificate of Accountancy, Worcester State University
- Bachelor in Accounting, University of Vermont
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