Since 1983, Debie has provided tax, accounting, and business advisory services to individuals, small businesses, estates, trusts, not-for-profit organizations, political organizations, and charitable foundations. Her responsibilities include tax planning, return review, research, and wealth management planning.
Debie’s expertise encompasses applications for exempt status, IRS representation, income tax strategies, personal finance, estate planning, charitable giving, and retirement planning. She has extensive experience with 501(c)(3), 501(c)(4), and 501(c)(6) organizations and regularly speaks on topics such as Form 990, executive compensation, unrelated business income, and lobbying and political issues at conferences and seminars.
What clients are saying about Debie:
“Debie is always reachable, kind, prompt, and brilliant.”
“(Debie Leonard and Ying Wang) are not just occasional professionals for my family accounts; they are the institutional memory of those accounts and an extended family.”
“The people. Debie, Dawna, Leigh, Allison, and Jacquelyn are all fantastic.”
“I appreciate the long-term understanding and special care I receive from Debie Leonard and her staff and Marlene at the front desk.”
“Debie has been so valuable in preparing my returns each year, giving me advice on how to avoid spending more on taxes than necessary and responding to email and voicemail messages promptly.”
