“I really enjoy knowing that my tax advice can help my clients achieve financial well-being. When preparing a return, I look at more than just compliance and strive to understand the business as a whole. There is always a story behind the numbers, and I want to understand that story.”
Marissa is a manager in WBL’s Tax Planning and Compliance Services department. She specializes in strategic tax planning and preparation services for professional services companies and private individuals. She also works with individual clients to develop customized and comprehensive financial plans. As a supervisor, she coordinates tax research, preparation of returns, and trains associates.
Marissa has been interested in accounting since she started working for her grandfather, a CPA and businessman, when she was 14 years old. Prior to joining WBL, Marissa was a tax manager at Moore Colson & Company where she worked extensively with health care and real estate clients.
Marissa is a volunteer pre-K Sunday school teacher at Piedmont Church. She is a native of Marietta, Georgia, where she lives with her husband David and their daughters, Maggie, Meredith and Vivian.