Chelsea draws on legal knowledge and experience as a CPA to deliver pragmatic solutions to clients’ tax and business planning needs. As a former Certified Public Accountant, Chelsea brings a unique and practical perspective to her clients’ tax and business planning needs. By combining her extensive legal know-how with her previous auditing and accounting experience, she crafts creative business-focused solutions.
Chelsea prepares estate planning, philanthropic, business succession and wealth transfer planning documents that incorporate and reflect a client's individual objectives, philosophies, and goals. She also works with founders, individuals of high net-worth, and families to design multi-generational and succession plans that minimize future conflict and optimize administrative ease and tax efficiency.