Tania Aggarwal, CPA, CFP

Senior Manager, Wipfli Advisory LLC

Tania Aggarwal is a senior manager with over 12 years of experience in tax and accounting across nonprofit, for-profit and public sectors. She advises her clients on multistate income tax planning and compliance. She manages high level review of complex tax returns for individuals, trusts and businesses. She also handles tax research as well as coordination of numerous year-end tax projections. Tania holds dual master's degrees. One in accounting and another in finance. She is a certified public accountant and a certified financial planner. Her focus at Wipfli is private clients, and she is responsible for developing and maintaining strong client relationships by providing exceptional service and understanding their business needs. 

Credentials

• Certified Public Accountant
• Certified Financial Planner