Ivy Li
Associate
PHONE: 804.545.7448
EMAIL: ili@theroselinegroup.com
ROLE: To prepare tax returns and related financial planning projects for clients.
MY CLIENT IMPACT: My role allows me to provide more than just preparing tax returns; it allows me to show that I truly care about our clients.
PERSONALITY: Honest, self-motivated and quiet.
PERSONAL PASSIONS: Spending time with family and friends, my dog, hiking, and baking.
CREDENTIALS / EXPERIENCE: Certified Public Accountant, two tax internships in a public accounting firms prior to joining Roseline.
EDUCATION: Bachelor of Business Administration in Accounting and Minor in Computer Information System from James Madison University. Master of Accounting from Virginia Polytechnic Institute & State University.
Ivy Li
Associate
PHONE: 804.545.7448
EMAIL: ili@theroselinegroup.com
ROLE: To prepare tax returns and related financial planning projects for clients.
MY CLIENT IMPACT: My role allows me to provide more than just preparing tax returns; it allows me to show that I truly care about our clients.
PERSONALITY: Honest, self-motivated and quiet.
PERSONAL PASSIONS: Spending time with family and friends, my dog, hiking, and baking.
CREDENTIALS / EXPERIENCE: Certified Public Accountant, two tax internships in a public accounting firms prior to joining Roseline.
EDUCATION: Bachelor of Business Administration in Accounting and Minor in Computer Information System from James Madison University. Master of Accounting from Virginia Polytechnic Institute & State University.