High Net Worth Individuals
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Helen graduated from U.C. Berkeley with a BS in Business Administration and earned a MS in Taxation from Golden Gate University. An audit supervisor with Ernst & Young in San Francisco for several years, Helen joined Calegari & Morris in 1985.
Since joining our team, Helen has provided tax planning and compliance services for high net-worth individuals along with tax, business advisory, and review and compilation services for a variety of closely held businesses. A strong believer that good client service starts with a good working relationship, Helen focuses on developing a rapport with her clients which creates a proactive approach to decision making.