Rachel Ronald, Cpa
About Rachel Ronald, Cpa
Rachel Ronald is a Tax Manager at Creative Planning, where she has worked since 2022. She has extensive experience in tax planning and advisory services, having previously held positions as a Senior Tax Associate and Tax Associate at the same firm.
Current Role as Tax Manager
Rachel Ronald currently holds the position of Tax Manager at Creative Planning, a role she has undertaken since 2022. In this capacity, she leads tax planning and advisory services, ensuring that clients receive tailored strategies to meet their financial needs. Her responsibilities include collaborating with in-house specialists in estate planning and investing to enhance the overall financial plans for clients.
Previous Experience at Creative Planning
Prior to her current role, Rachel Ronald served as a Senior Tax Associate at Creative Planning from 2019 to 2022. She also worked as a Tax Associate from 2018 to 2019. During her tenure, she was actively involved in developing customized tax strategies for clients, contributing to the firm's comprehensive service offerings across all 50 states and internationally.
Education and Academic Background
Rachel Ronald earned her Bachelor's degree in Accounting from the University of Missouri-Kansas City, where she studied from 2015 to 2018. This educational background provided her with a solid foundation in accounting principles, which she applies in her professional practice in tax management and advisory services.
Expertise in Tax Planning and Advisory Services
Rachel Ronald has developed expertise in tax planning and advisory services, working with clients across various jurisdictions, including all 50 states and internationally. Her role involves creating customized tax strategies that align with clients' financial goals, ensuring compliance with tax regulations while optimizing their financial outcomes.