Hannah J. Oglesby, CPA, CFP®

Partner
Year Joined
2017
Services

Business and corporate tax
Multi-state tax returns
S corporations
Partnerships
Fiduciary income tax returns
Estate and trust tax planning

Education

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

Certifications

Certified Financial Planner

Industries
Real Estate, Health Care and Medical, Restaurants, Professional Services
Professional Affiliations

Certified Public Accountant - State of Arizona
Certified Public Accountant - State of Wisconsin
Financial Planning Association (FPA) of Greater Phoenix

Languages
Spanish
Personal Interests
Reading, singing, learning new languages, traveling outside of U.S.
About Hannah

Hannah has over 10 years of public accounting experience and provides tax advice to private businesses, including partnerships, corporations, and limited liability companies. She collaborates with clients in Chandler, Scottsdale, Phoenix, and throughout Arizona to reduce tax liabilities and plan for the future. Understanding each client’s situation is unique, she evaluates tax law changes that may impact businesses and develops strategies to minimize taxes. Dedicated to fostering relationships and supporting younger professionals in their careers, she helps them develop strong technical skills. Hannah holds and maintains CPA licenses in Arizona and Wisconsin. She also holds a certified financial planner certification.

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