The Professional Me
Veronica joined the Planned Financial Services team as a tax associate in 2017, and has more than a decade of experience as a tax practitioner working with and educating individuals, families and business owners. She earned her IRS Enrolled Agent (EA) credential in 2015.
Additionally, as a client liaison, Veronica supports the firm's advisors caring for and providing exceptional service to meet the needs of our clients.
Veronica earned a Bachelor of Arts degree at the University of California Los Angeles (UCLA) in Psychology in 2001. She went on to earn five separate associates degrees from DeAnza College in Cupertino, CA in Business Information Systems; Accounting: General Practice; Accounting: Taxation; Environmental Studies: Energy Management; and Environmental Compliance & Pollution Prevention.
While attending DeAnza College, she received her Certificate in Leadership & Social Change in 2014, which prepares students to be community leaders, agents of change, and responsible participants in civic life in general. She was a member of the honor society, Phi Theta Kappa, and graduated from DeAnza College Magna Cum Laude.
In 2003, Veronica was the first Student Associate in the Mission Society of Enrolled Agents, part of the California Society of Enrolled Agents. She is an active member of the Ohio Society of Enrolled Agents and has been a member of the National Association of Enrolled Agents (NAEA) for three years. For three consecutive tax seasons, Veronica has taught classes focused on educating volunteer student preparers with the IRS in conjunction with the Volunteer Income Tax Assistance (VITA) program.
Veronica resides in Fairview Park, Ohio
Professional Designations & Credentials
- IRS Enrolled Agent (EA)
The Personal Me
When Veronica’s not preparing, studying, talking or teaching taxes, she can often be found walking, playing or exploring Cleveland Metroparks with her loyal companion, Orlin, an Australian Shepherd. She enjoys time spent gardening and reading as well as watching and playing football. Veronica also has a creative side that she indulges through cooking and scrapbooking.
Passionate about the environment, giving back to the community and continuing education, Veronica says that Planned Financial Services was a natural fit for her. “I have always had a strong working ethic and have been working since I was 12-year-old,” she said. “I find Planned Financial Services’ core values to be remarkably similar to my own. I’m always looking for a better return on life, based on quality of life, and am continually working on myself to be a better person, inside and out.”
Little known fact: Veronica was named MVP for her basketball team when she was only a freshman in high school. She still enjoys playing and watching basketball. She’s also learning to play the bass guitar.
Phone: 440.740.0130 x226
Email: Veronica@PlannedFinancial.comSend a Message