Hannah J. Oglesby, CPA, CFP®

Tax Manager
Year Joined
2017
Services

Individual and business tax consulting
S corporations
Partnerships
Fiduciary income tax returns

Education

University of Wisconsin-Platteville, Bachelor of Science, Accounting and Business Administration

Certifications

Certified Financial Planner

Industries
Real Estate, Health Care and Medical
Professional Affiliations

Certified Public Accountant - State of Arizona
Certified Public Accountant - State of Wisconsin
Financial Planning Association (FPA) of Greater Phoenix
National CPA Health Care Advisors Association (HCAA)

Civic & Charitable Affiliations
Presentation Lantern Center, English Tutor, Past Volunteer 2005-2010
Languages
Spanish
Personal Interests
Reading
About Hannah

Hannah has nearly a decade of experience as a certified public accountant. She collaborates with clients in Chandler, Scottsdale, and throughout Arizona to reduce tax liabilities, build long-term growth strategies, and plan for the future. She manages individual and business client engagements, including partnership, S corporations, closely-held corporations, and limited liability companies. In addition to holding an Arizona CPA license, she holds a certified financial planner designation and works with the Firm’s estate and trust tax team with financial planning.

Need Guidance and Help?
If you need advice, give us a call and we will be happy to discuss your situation.