Born and raised in New York City, Valerie has taxes, real estate, and the law in her blood. Her mother is a real estate broker in New York and after graduating from college, Valerie began practicing taxes and also became an ABA certified Tax Para-legal.
Valerie began her career on Wall Street with J. P. Morgan as a trust and estate specialist. There she handled the most complicated of tax issues pertaining to the confusing and complex world of trusts and estates. Since joining Tax-Masters she has become the go-to person in the office for anything in that realm.
After leaving J. P. Morgan, Valerie moved to Washington and began work with the D. C. law offices of Arnold and Porter, dealing strictly with corporate tax issues, estate and trust returns, and of course individual income taxes. Valerie also spent a great deal of time at Arnold and Porter assisting clients with audit representation on both the federal and state level.
Just after 9/11, Valerie was given an opportunity to serve with the U. S. Department of Justice as an advisor for the 9/11 Victim Compensation Program. She spent a great deal of time helping the victims of the 9/11 attacks receive the assistance and compensation they needed to begin the long and tenuous process of rebuilding their lives. She handled claims from New York, New Jersey, Connecticut, Pennsylvania, and the Pentagon. Aside from actually helping these people acquire their compensation, Valerie also used her vast tax background to help hundreds of victims deal with the tax consequences that would arise from receiving the compensation and assistance.
Now a member of the Tax-Masters Team, Valerie has hit the ground running. She quickly received the nick name "Vigilant Valerie" from those around the office who seek her out to find those hidden deductions and little known rules that will save our clients money. With a background in real estate and taxes she is perfect fit for Tax-Masters, Inc. and she looks forward to meeting and working with many of our current and future clients in the years to come.
Aside from being chained to her desk during the year, Valerie can be found playing golf rain or shine. Since moving to D. C. a few years ago she has founded and is now the president of the Rittenhouse Golf Club. So after the tax season is over invite her out for 18 holes but be careful because if she can swing a club like she does a tax return you are in trouble. |