MEET RUPA PEREIRA

I have obtained the Enrolled Agent ("EA") designation, which is the highest credential awarded by the IRS. Enrolled Agents have unlimited rights to represent taxpayers before the IRS anywhere in the US.  

Previously, I consulted with Goldman Sachs and Chase Bank as a tech professional and managed corporate P&Ls for big Pharma.

Additionally, I'm the owner of FWJ Planning, a fiduciary, advice-only financial planning firm that offers tax planning services.

My formal education includes an MBA from UNC Chapel Hill (2012). I’ve been a tax preparer since 2019 and am an Accredited Investment Fiduciary and Certified Student Loan planner.