Helen has been with Richey May since 2012 and currently serves as a Tax Director on the Alternative Investments team. Helen specializes in the unique tax needs of alternative investment vehicles such as hedge funds, fund of funds, private equity funds, and venture capital funds. Helen was one of the creators of the Client Accounting and Advisory Services (CAAS) practice at Richey May, with a background in providing finance and accounting services to a variety of closely held businesses and high net worth individuals including the following industries: professional services, manufacturing, hospitality and real estate. In this role she helped her clients understand the essential metrics of their finances, enabling them to make better financial decisions and spend more time focusing on their business. Helen is also passionate about sharing her knowledge with her team members and is heavily involved in internal education.  

Prior to Richey May, Helen worked for one of the top 40 accounting firms, preparing and reviewing high net worth individual, partnership and corporation tax returns for multiple industries such as entertainment, commercial real estate and agriculture. Her attention to detail and dedication to providing top-notch customer service has resulted in many significant success stories over the years. On multiple occasions, she has been responsible for amending clients’ returns to get them significant refunds and claiming tax credits that resulted in major savings.