Successful client relationships consist of teamwork and understanding of the financial goals by all parts of the team
Maggie Thomason is a senior manager with extensive experience in income tax services for high net worth individuals and their associated entities, including Trusts and LLCs. Her experience includes individual income tax, trust compliance, gift and estate tax, and charitable entities, including private foundations and charitable trusts.
Prior to joining Topel Forman, Maggie worked in the San Francisco Bay Area for 25 years. She worked as a senior manager at a Big Four before moving to a smaller local firm. Upon relocating to Chicago, Maggie has been enjoying exploring her new home city.
Q & A
How she spends a flex day? If there is free time, you will find Maggie outside!
Who inspires her? Colleen, her college roomate.
Motto: Live by example.
Favorite vacation spot: Anywhere that has a beach.