9
Years
Total Experience
REDW Financial Advisors & CPAsFinancial advising, accounting, tax, valuation, and wealth management
Rita James
CPA, NSSA® | Tax & Wealth Associate
Education:
Bachelor of Arts in Mathematics and Philosophy from St. John’s College
Meet Rita
Rita enjoys helping individuals achieve their goals when it comes to retirement and tax planning, business, and wealth management. She has nearly a decade of experience in tax return preparation for C and S corporations, partnerships, and individuals, as well as experience with the audit and review process. Rita is both a Certified Public Accountant (CPA) and National Social Security Advisor (NSSA®).
Financial Planning
However complex or simple your financial transactions may be, and whatever the level of wealth you’ve attained, our advisors are ready to partner with you to develop a plan tailored to your specific needs and goals.
