Heidi A’Hara is a Senior Manager at Sorren, with decades of experience providing tax compliance and advisory services to individuals and families. She specializes in high-net-worth individual taxation, with a deep understanding of the complex reporting requirements and planning opportunities that come with wealth management. Heidi is a leader in the individual tax practice and plays a key role in keeping the team current on evolving tax laws. Since joining SPF in 1994, Heidi has worked on a wide range of return types, including individual, trust, gift, partnership, and corporate returns. Clients value her depth of technical knowledge and the longstanding relationships she builds through consistent, reliable guidance. She takes pride in being a trusted resource and enjoys working closely with clients to ensure clarity, compliance, and peace of mind.

Education:

• Bachelor’s Degree in Business – University of South Florida

Professional Designations / Civic Associations:

• Certified Public Accountant – Florida
• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Florida Institute of Certified Public Accountants (FICPA)