While pursuing her accounting degree, Angie learned how involved tax preparation is. Taxes are complicated! Preparing taxes is like seeing a 10,000-piece puzzle through to completion. 

Did you know that the U.S. Tax Code is tens of thousands of pages long! Indeed, not everyone has the time or ambition to read through that! Fortunately, Angie's clients can rely on her knowledge of the code, so they don’t have to read it themselves.

Clients connect with Angie. She is a good listener, and clients leave their meetings knowing that she cares about them. Angie enjoys helping her clients understand the ins and outs of their taxes. Angie also enjoys hosting “lunch and learns.” Angie uses these sessions to foster a personal connection with her clients and educate them about changes in tax laws.

Will has been with Thomson Reuters since 2001 and is currently a product manager in the Tax Professionals segment of Thomson Reuters. In his role, he focuses on helping firms make the transition to being advisory-focused through the development and growth of Practice Forward. He’s also responsible for the development of the AuditWatch and TaxWatch services.

Will’s varied background includes working with firms of all sizes and specialties and provides a solid foundation for business process-oriented training and consulting. In 2006, Will was recognized as the CSM Implementation Specialist of the Year. He was also part of the CPA Practice Advisor 40 under 40 list in 2015 and 20 under 40 in 2018.

In his time at Thomson Reuters, Will has developed many different educational classes and consulting offerings, including the Practice Forward service offering. Will is also a periodic blog contributor on our website. He holds an MBA with a concentration in Leadership Studies from Baker College and a BA, majoring in both Business Administration and Economics, from Alma College.
 

Heather is the General Manager of Emerging Accounts within the Tax & Accounting Professionals segment. In this role, Heather is responsible for driving sales, revenue, new customer acquisition, and creating an end-to-end digital channel that will delight customers and deliver new opportunities for growth in the business. Before this new role, Heather was Vice President of Product Management for Indirect Tax and Transfer Pricing in Corporate Tax & Accounting, where she led the global product strategy, planning, development, and go-to-market activities for these portfolios within the ONESOURCE™ product suite.

Previously, Heather worked in various Product Management roles in Legal, designing and managing online research solutions for customers in the legal industry, and served in U.S. Legal Technology, leading the program management office for WestlawNext. From January 2012 to February 2014, Heather served as Sr. Director of Super Lawyers, an acquired business within FindLaw. She managed sales and revenue performance, business operations, and strategic growth planning for the premiere attorney rating service.

Before joining Thomson Reuters in 2001, Heather worked in the Information Technology industry as a developer working to create highly functional websites for consumers and businesses in multiple sectors: insurance, retail, and government.

Heather has a Bachelor's Degree in MIS and Finance and an MBA in Strategic Management from the Carlson School of Management at the University of Minnesota.