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.