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Lamees Taha

Financial Controller

SAGE Private Wealth Group

United States, Illinois, Chicago

About Me

Lamees is a driven and passionate accounting professional with over 22 years of experience. She has broad knowledge in multi-state individual, corporate and partnership tax returns. Her vast experience and skills served as a basis to provide services to clients with various auditing and accounting needs including Financial Controller services, assessment of internal controls, education on audit and accounting procedures and set-up and maintenance of general ledger accounting systems. Lamees has extensive project management experience synchronizing and managing teams for large, multi-state partnership tax returns that include over 200 foreign filings. Her involvement also included preparin

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Profile Information

Financial Controller

SAGE Private Wealth Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Chicago

Illinois

United States

Oct 26, 2025

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