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Tara Cordato

Partner, Senior Wealth Advisor

Rowling & Associates LLC

United States, California, San Diego

About Me

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

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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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