Overview

Alex Olson is a member of ORBA’s Tax Group. She has experience servings individuals, trusts, partnerships and corporations. She works closely with family businesses, professional service firms, high-net-worth individuals and real estate clients to provide tax planning and compliance services.

Alex is also a member of ORBA’s Training Committee, Wealth Management, Real Estate and Women’s Alliance Groups.

Proactive

Alex likes to know the ins and outs of her clients in order to achieve their short- and long-term goals. She believes communication is key and is always thinking of ways to help clients preserve their wealth. Alex also takes pride in passing knowledge to others. Tax can be a complicated language so she consciously works to break down complex concepts to simpler terms for her clients and peers. She also takes a large part in developing and delivering up-to-date training materials to the tax group.

Outside of the Office

Whether it is hiking at a new national park or exploring a new city, Alex does what she can to immerse herself in new cultures and experiences. She has been skydiving, scuba diving and bungee jumping and is always looking for the next adventure. She also enjoys spending quality time with family and friends, trying new restaurants and settling into a good book.

Certifications & Licenses

• Certified Public Accountant

Memberships & Affiliations

• American Institute of Certified Public Accountants (AICPA)
• Illinois CPA Society

Education

• B.S., Accounting and Economics, DePaul University
• Master of Accountancy (MAcc), DePaul University, Kellstadt Graduate School of Business

Blogs

How Tax Fraudsters Target High-Net-Worth Individuals

Every year, the IRS compiles its “Dirty Dozen” list of the worst tax scams. Although these scams usually intensify during tax filing season, taxpayers may encounter them at any time. And although tax fraud can nab anyone, certain schemes target those with higher net worth because they have more to take. 5 scams Be on […]

Renting vs. Buying in Today’s Home Market

According to the Census Bureau, the U.S. homeownership rate has consistently hovered around 66% for some time, but this does not mean purchasing a home—rather than renting—is the right choice for everyone. The decision to rent or buy is one that can cause heated debates, and while the American Dream was to own a house […]

Newsletters

Wealth Management Group Newsletter – Summer 2024

ORBA’s Wealth Management Group’s 2024 Summer Newsletter advises on the several tax breaks that may be available if you have a parent entering a nursing home and outlines the benefits and drawbacks of trusts and limited liability companies (LLCs) when it comes to protecting your assets.

Real Estate Group Newsletter – Winter 2024

ORBA’s Real Estate Group’s Winter Newsletter discusses the potential impact of AI in the industry and outlines tax considerations for anyone interested in converting in their vacation home to their primary residence.

News

ORBA Welcomes New Hires to Audit, Cloud CFO Services and Tax Groups

ORBA, one of Chicago’s largest public accounting firms, is pleased to welcome Yolanda Calderon, Megan Hannigan, CPA and Alexandra Isdell, CPA, MAcc to the firm’s Cloud CFO Services, Audit and Tax Groups.