Tara, a Certified Public Accountant, joined R&A in April 2012. As the firm’s Director of Tax Services, Tara’s primary responsibilities include supervising and organizing the tax return preparation for individual, trust, and business tax returns. She leads the tax team to provide personalized tax planning for R&A’s individual and business clients. Tara also manages the firm’s Charitable Committee, which handles everything from client events, to team building exercises, to firm-wide charitable initiatives.Prior to joining the firm, Tara spent three years at OUM, LLP, a CPA firm in Carlsbad where she handled bookkeeping, tax planning, and tax return preparation. She also worked at JG
Tara Cordato
Partner, Senior Wealth Advisor
Rowling & Associates LLC
United States, California, San Diego
About Me
Profile Information
Partner, Senior Wealth Advisor
Rowling & Associates LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
San Diego
California
United States
Sep 16, 2024
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