Overview
Sophia brings over two decades of public accounting experience, including serving at a Big Four firm. She delivers comprehensive tax compliance and consulting services to high-net-worth individuals, their families, and their related entities, estates, and trusts.
Experience
As a trusted advisor, Sophia helps business owners, entrepreneurs, and executives reach financial goals. She coordinates with clients’ advisors to develop strategies for reducing taxes, managing cash flow, and supporting charitable goals.
Sophia’s extensive knowledge and experience have led her to serve as a presenter at continuing professional education (CPE) events and a master’s-level taxation course. She is passionate about giving back to the community through volunteering initiatives.
Education & Affiliations
Sophia earned a Bachelor of Science in Accounting and an M.T. & Estate Planning Credential from Villanova University. She is a member of the American Institute of Certified Public Accountants (AICPA) and the Pennsylvania Institute of Certified Public Accountants.