Linda has more than 30 years of experience providing tax services to high net worth families and individuals. She handles tax reporting for a wide range of entities including revocable and irrevocable trusts, investment accounts, and charitable foundations. Additionally, Linda assists with the preparation of individual income tax returns for clients of Choate’s Wealth Management Group. She also works closely with attorneys and estate and trust administrators on tax-related issues.
As an Enrolled Agent, Linda has unlimited rights to represent taxpayers before the IRS.
- George Washington University, BA, Economics
- Bentley University, MS, Taxation