Vicky is a strong believer in providing quality service while building strong professional relationships. Her positive attitude, coupled with keen insights into both the investment industry and client expectations, often helps her and the clients she’s working with get through stressful situations with more ease.
Vicky has an extensive background from a Big 4 firm and primarily provides tax compliance services to mutual funds. Vicky’s expertise includes reviewing tax provisions, excise distribution analysis and tax returns, as well as preparing and reviewing quarterly asset diversification testing and annual gross income testing for RIC qualification purposes.
- American Institute of CPAs
Vicky lives in Queens, New York, with her husband and four children. She spends most of her time juggling work and home and would not have it any other way. In her free time, Vicky enjoys cooking and baking with her children and hosting friends and family.