Amanda W. Wilhelm, CPA, MST

Developing strategies to minimize taxes is a critical component to building wealth and preparing for major life events. As an experienced tax professional with over 20 years’ experience, Amanda Wilhelm helps clients with complex tax situations to identify opportunities to minimize taxes, while maintaining compliance with state and federal tax codes, as part of an overall plan to achieve and maintain financial security.

Amanda works with high-net-worth individuals on tax issues involving foreign investments and employment, stock option planning, multi-state taxation, passive losses, planned giving strategies, and other tax and planning areas with a focus in fiduciary, not-for-profit, and estate and gift taxation. 

Additionally, Amanda spends her time helping U.S. citizens living abroad (expatriates) with federal individual tax compliance and foreign asset reporting obligations. She also works with foreign nationals and executives residing in the U.S. with their domestic tax compliance and planning needs.

Amanda develops relationships with her clients that go beyond tax and accounting, working to connect them with solutions to meet their long-term financial goals, and coordinating delivery of professional services of attorneys, financial advisors and CPA’s.

Amanda received her Bachelor of Science in Accounting from Wilmington University and her Masters of Science in Taxation from the University of Baltimore. She is a member of the American Institute of Certified Public Accountants (AICPA) and the Maryland Association of Certified Public Accountants (MACPA).

Active in the community, Amanda is Treasurer of the Humane Society of Harford County and is a member of the Board of Directors. For fun, she loves to travel with her husband and visit U.S. National Parks.

Amanda Wilhelm offers tax services through Alvini & Associates Financial Planners, P.A. DBA Alvini & Associates Financial Planners, P.A.   Alvini & Associates Financial Planners, P.A. is not affiliated with LPL Financial.