Breakout Session Speakers
In her role as head of the tax department, Tara is responsible for supervising and organizing the tax return preparation for approximately 300 clients, calculating estimated tax payments, handling Roth IRA conversion calculations, as well as Charitable Remainder Trust analyses and distributions, and understanding the new tax law implications for the firm’s current clients. She also conducts year-end tax planning meetings and often works closely with the Rowling & Associates financial planning team to evaluate the tax impacts of financial planning options.
Tara first joined the Rowling & Associates team seven years ago and worked at two CPA firms prior to that. She holds a bachelor’s degree in business with an emphasis in accounting from California State University San Marcos, and a master’s in taxation from National University. Tara earned her Certified Public Accountant license in January of 2011.
Recently, Tara was recognized by the San Diego Business Journal as one of the Most Influential Women in Accounting in 2019.