Edwards Ingrid CPA

I have been impressed with the CPA services and advice Ms Edwards has given my wife and me since we were introduced to her.

She prepared the 2018 tax return for us skillfully and promptly.

She also assisted us with our transition to Socially Responsible Investing and tax-efficient handling of the capital gains involved in the transition. In particular, she educated us regarding the pros and cons of Charitable Remainder Trusts, IRA Qualified Charitable Distributions (QCDs) and donations of appreciated stock. With her help, we were able to achieve a simple, tax-efficient transition plan that met our goals.