Overview

Vicki McLennan serves as a Tax Associate in ORBA’s Tax Department.  She assists our clients with bookkeeping and prepares federal and state tax returns for individual and trust clients, including forms 1040, 1041 and 709. In prior roles, Vicki has negotiated IRS appeals, coordinated tax filings, handled client invoicing, and utilized QuickBooks.

Proactive

Vicki’s extensive knowledge of IRS rules and regulations as well as state and local tax laws reassures our clients that they are receiving excellent tax advice.   Her attention to detail and high-level knowledge of tax laws keeps our client’s tax liabilities to a minimum by leveraging deductions and exemptions. She is acutely attuned to any deadlines in play regarding our client’s returns to ensure the avoidance of late fees and penalties.

Outside of the Office

Outside of the office, Vicki enjoys spending time with family and friends, especially her Grand Niece Serafina. She also loves to travel, listen to live music and partake in food and wine tastings.

Certifications & Licenses

• Certified Employee Benefit Specialist
• QuickBooks Certified ProAdvisor

Memberships & Affiliations

• Cub Scout and Boy Scout Leader
• Clothing Exchange Sub Chair for School Fundraiser
• Religious Education Teacher for Pre-School
• Christian Education Committee

Education

• B.S., Insurance, The Pennsylvania State University

News

ORBA Welcomes New Hires to Audit and Tax Groups

ORBA, one of Chicago’s largest public accounting firms, is pleased to welcome Ahmed Awwad, Cindy Montalvo and Vicki McLennan to the firm’s Audit and Tax Groups.