Michelle L. Heller, CPA, JD
Manager
Michelle Heller is a manager in Wipfli's tax practice. As a certified public accountant and attorney, she provides a unique perspective in helping solve fiduciary and individual tax issues to meet client expectations in a timely, efficient, and ethical manner.
Certifications:
- Certified Public Accountant
- Juris Doctor
Professional Memberships and Activities
- American Institute of Certified Public Accountants (AICPA) - Member
- AICPA Trust, Estate, and Gift Tax Technical Resource Panel - Member
- Illinois State Bar Association (ISBA) - Member
- ISBA Federal Taxation Section Council - Past member and chair
- Iowa Society of CPAs (ISCPA) Taxation Committee - Past member
Services
Tax servicesAreas of Focus
- Trusts and estates
- Transfer taxes (gift, estate, and generation skipping)
- Individual tax preparation and planning
- Nonprofit tax compliance
Education
University of Iowa- Bachelor of business administration degree in accounting - Graduated with honors
- Master of accountancy degree in taxation
- Juris doctorate