Introducing Elizabeth Ruppert -- Our New Tax Manager

We are excited to announce that Elizabeth Ruppert has joined our team as our Tax Manager. She will support our clients with year-round tax issues, compliance with federal and state tax laws, and preparation and filing of client returns.

Elizabeth is quickly becoming a valuable member of our team helping clients navigate tax issues and complex business situations. Her experience prior to joining Caudell & Associates includes:

  • Managing tax return preparation and tax planning projects from interview to completion.
  • Preparing and reviewing complex tax returns and projections
  • Completing tax research to help clients understand and resolve specific tax concerns.
  • Evaluating financial results and client documentation to determine appropriate tax treatment.
  • Communicating with the IRS and other taxing authorities to resolve tax issues.

We are thrilled to introduce Elizabeth to you and to welcome her to our team!

Contact us today to schedule an introductory call.

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