Michelle Heller

Michelle L. Heller, CPA, JD

Manager, Wipfli Advisory LLC

Location
Sterling, IL

Michelle Heller is a manager in Wipfli's tax practice. As a certified public accountant and attorney, she provides a unique perspective in helping solve fiduciary and individual tax issues to meet client expectations in a timely, efficient, and ethical manner.

  • Trusts and estates
  • Transfer taxes (gift, estate, and generation skipping)
  • Individual tax preparation and planning
  • Nonprofit tax compliance

  • Certified Public Accountant
  • Juris Doctor

  • American Institute of Certified Public Accountants (AICPA) - Member
  • AICPA Trust, Estate, and Gift Tax Technical Resource Panel - Member
  • Illinois State Bar Association (ISBA) - Member
  • ISBA Federal Taxation Section Council - Past member and chair
  • Iowa Society of CPAs (ISCPA) Taxation Committee - Past member

University of Iowa
  • Bachelor of business administration degree in accounting - Graduated with honors
  • Master of accountancy degree in taxation
  • Juris doctorate
Expertise and services

INDUSTRY EXPERTISE

SERVICES