Team

As a CPA & a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over forty years of experience in public accounting and tax services, Joanne has counseled hundreds of small business owners and individuals on how to minimize taxation.

April Heiser-Liedike heads up the Limerick office of Proactive Tax Strategies, LLP.  She began in the financial industry in 2003 and added tax preparation to her practice in 2007 following in her late father's footsteps.

Lisa will be joining our firm in January 2021 as an Administrative Assistant. She worked as a medical transcriptionist and records clerk prior to accepting our offer to join the team. She comes to us with over 30 years of experience...

Natalie McMichael is an enrolled agent who handles the corporate accounting work, QuickBooks training (desktop and online versions) and bookkeeping services.

Nicole is our seasonal tax preparer and a college graduate from La Salle University with a bachelor’s degree in Accounting. She is currently studying to become a Certified Public Accountant and also serves as the local tax...