Hannah J. Oglesby, CPA, CFP®

Tax Manager
Year Joined

Individual and business tax preparation
S corporations
Fiduciary income tax returns


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

Real Estate, Agriculture, 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

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

Hannah has over five years of certified public accounting experience and specializes in individual, corporate, partnership, and fiduciary tax preparation and planning. She works with clients in agriculture, real estate, and health care. Dedicated to fostering relationships and supporting others in their professional goals, she mentors younger staff members in technical and soft skills. Committed to helping clients plan for their future, Hannah 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.