When I started in public accounting, I did all types of work including financial statement preparation, auditing and tax. There was never any question in my mind that tax was what I wanted to do.
My first real mentor was a tax guru, and I learned from her maybe the most important skill I have – how to talk to a client.
I’ve had the opportunity to work with several women who had recently lost their husbands. During this very unsettled time, I have been told that I was able to explain things to them simply and in a non-threatening way. I think some women, not just the recently widowed, feel intimidated by financial issues and are more comfortable and open when asking questions of another woman.
I hope that the tax clients I work with recommend me to their friends, family and colleagues without any reservation. Many people are intimidated by the IRS and other taxing authorities.
My goal is to put them at ease, patiently answer any questions, and provide a sense of security for them.
I was one of the few women in the tax field when I started, and I hope to share my 30 years of tax experience with other women, both clients and staff of Bridgewater.