I’m Isabel, and I’ll be the one preparing your return.

I’m an accountant with more than five years of experience in month-end close, account reconciliations, and financial reporting. Most of that work has been remote, across companies with several legal entities, using systems like Sage Intacct, NetSuite, QuickBooks, and Microsoft Dynamics 365.

I hold a Bachelor’s in Accounting from Southern New Hampshire University and I’m working toward my CPA license.

During the 2026 filing season I prepared and reviewed individual returns as a seasonal preparer at H&R Block. Prime Wealth Solutions grew out of that season. I wanted clients to get the same careful preparation, with one person they can reach before and after they file.