Kimberly Brizuela, CPA, CSEP

Kim is a 1997 graduate of Villanova University with a B.S in Accountancy. She brings to the firm extensive experience in planning for individual income tax, estate, trust and inheritance taxes and business tax. She is a Certified Specialist in Estate Planning and her knowledge of inheritance, estate, and gift tax allows her clients to plan for the future.

Over her career Kim has developed advanced expertise in complicated income tax issues. She can assist with tax returns small and large, including multi-state nexus, rental properties, pass-through activities and foreign holdings.

Kim has been a Certified Public Accountant since 2000. She credits her education at Villanova and early experiences as helpful in building her expertise. “From day one as an accountant I had constant interaction with high-net-worth clients. Early on I learned the ins and outs of estates and trusts, taxation of investments, maximizing deductions, and foreign tax issues.” Kim knows that research is key to solving any complex tax issue for her clients in the Greater Philadelphia area.

Clients come to Kim’s office in all sorts of states of organization and she enjoys taking time to discuss their concerns. Every client is different but after just one meeting, she is often able to find several ways to ease concerns and start helping them to solve their tax and accounting problems.

Kim is a member of American Institute of Certified Public Accountants (AICPA), the Pennsylvania Institute of Certified Public Accountants (PICPA), the Pennsylvania Society of Tax & Accounting Professionals (PSTAP), the New Jersey Society of Certified Public Accountants, and is licensed in Pennsylvania and New Jersey. Kim can be found cheering on Penn State where her oldest son Ryan attends and at local soccer matches when her sons Jason and Gavin are on the field. Kim, her husband Alex, and their sons reside in Bucks County.