Hannah J. Oglesby, CPA, CFP®

Senior Tax Manager
Year Joined
2017
Services

Individual and corporate tax
Multi-state tax returns
State and local taxes
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
National CPA Health Care Advisors Association (HCAA)

Languages
Spanish
Personal Interests
Reading
About Hannah

Hannah has more than 10 years of experience as a certified public accountant and manages individual and business client engagements, including partnerships, closely-held corporations, S corporations, and limited liability companies. She collaborates with clients in Chandler, Scottsdale, 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 individuals and businesses and develops strategies to minimize taxes. Dedicated to fostering relationships and supporting others with their professional goals, she mentors younger staff members in technical and soft skills. 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.