Thinking about managing your tax bill before December 31? Download our 2024 Year-End Tax-Planning Guide here for tips and guidance.

Rosalie Tam, CPA

Rosalie Tam, CPA

Senior Tax & Accounting Associate

Rosalie Tam joined EagleStone Tax & Wealth Advisors in 2023 as a Senior Tax & Accounting Associate.

Rosalie earned a Bachelor of Science in accounting from the University of Maryland and is a Certified Public Accountant.

She grew up in Silver Spring, MD, where she currently resides, and attended Montgomery Blair High School. In her free time, she enjoys reading, knitting and cross-stitching. Rosalie is a first-time aunt to a baby boy (her nephew).

footerlogo

Securities offered through Emerson Equity LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with Emerson Equity LLC. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.

For more information on Emerson Equity, please visit FINRA’s BrokerCheck website. You can also download a copy of Emerson Equity’s Customer Relationship Summary to learn more about their role and services.

Download our Form CRS (Client Relationship Summary) by clicking here.

Download Form ADV by clicking here.

Download Form ADV Part 2A by clicking here.

Click here to learn more about our Privacy Policy and Information Security Program.

Click here to for additional disclosures

Investment products & services are only available to residents of CO, DC, FL, KS, KY, MA, MD, NC, NY, PA, SC, VA & WA.

Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.

© EagleStone Tax & Wealth Advisors 2024. All rights reserved.