Heather Hallisey, CPA, MBA

Director

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hhallisey@blumshapiro.com 508.713.6735

Experience Highlights

As a director in blumshapiro’s tax department, Heather has over 15 years of experience providing tax compliance and tax advisory services, specializing in tax planning and compliance services for high-net worth families—including individual, trust and partnership returns.

She has expertise in family office services, including providing quarterly financial statements reporting performance on family held investments; facilitating multi-generation family meetings; and managing relationships with clients, family members and their team of advisors.

Prior to joining blum, Heather was a director in the private client group at AAFCPAs—where she led a tax team of 30 professionals—as well as a senior manager at KL in the Private Client Group.

Professional Education
  • Worcester State University - Bachelor of Science in Business Administration
  • Nichols College - Master of Business Administration
Professional Organizations & Activities
  • American Institute of Certified Public Accountants
  • Massachusetts Society of Certified Public Accountants

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