Helen received her BS in accounting from Purdue University in 1997. She started with PricewaterhouseCoopers in Chicago as an intern in 1997 and full time with the Personal Financial Services group in Chicago in 1998. In 2001, Helen transferred to PwC’s San Francisco office.

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Since transferring to San Francisco, Helen has worked with many high net worth tax clients. In the past few years, Helen took on additional responsibilities being the Client Principles Pillar team leader while continuing to serve as a trusted business advisor to her clients. Helen is a CPA in California and joined Calegari & Morris in 2013 after fifteen years as a Tax Director at PricewaterhouseCoopers.

Practice Areas:

High Net Worth Individuals


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f: (415) 981-1124
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