| Name | Title | Contact Details |
|---|---|---|
Mathew Petrick |
Chief Financial Officer | Profile |
Catherine Podlesny |
VICE PRESIDENT HUMAN RESOURCES | Profile |
WTAS LLC provides tax and financial advisory services. The company offers compliance, accounting, fiduciary consulting, and tax and estate planning services. Additionally, WTAS provides valuation, due diligence, real estate investment and mergers and acquisition advisory, liquidity event planning, reorganizing, and investment consulting services. The company, formerly known as Wealth and Tax Advisory Services, Inc., is headquartered in San Francisco, California. It has additional offices in Columbia, Maryland; Boston, Massachusetts; Chicago, Illinois; Old Greenwich, Connecticut; Mechanicsburg and Fort Washington, Pennsylvania; Los Angeles, San Francisco, and East Palo Alto, California; Madison, New Jersey; McLean, Virginia; New York, New York; Seattle, Washington; and West Palm Beach, Florida.
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