Emily joined Waverly Advisors in October 2024 following the acquisition of 9258 Wealth Management by Waverly Advisors, LLC. In her role as a Senior Accountant, Emily brings over 11 years of extensive experience in tax preparation and accounting. She specializes in preparing personal 1040 tax returns and providing comprehensive accounting and bookkeeping services for businesses using a variety of programs.
Emily’s passion for solving puzzles translates seamlessly into her work with tax returns. She finds great satisfaction in helping clients navigate their tax-related challenges and guiding them towards financial success. Her meticulous attention to detail and commitment to client service make her an invaluable asset to the Waverly team.
Outside of her professional life, Emily enjoys tackling complex puzzles and spending time with her family. She is dedicated to continuous learning and staying updated with the latest tax laws and accounting practices to better serve her clients.