Theresa Haney, CPA

Theresa is a Partner in the Encino office. She is a member of the Tax Advisory practice, providing tax planning, consulting, and compliance services for high-net-worth individuals and privately held businesses across industries such as real estate, entertainment, manufacturing, distribution, health care, and professional services. With over 30 years of experience, Theresa specializes in tax consulting and services for individuals, partnerships, corporations, limited liability companies, and non-profit organizations. She also consults in the area of estate planning, including the preparation of estate, gift, and fiduciary tax returns with a strong focus on the interpersonal aspects of client relationships.

Prior to joining Cerity Partners, Theresa successfully represented clients in tax controversy matters before the Internal Revenue Service, California Franchise Tax Board, and other local and out-of-state taxing authorities.

In her spare time, Theresa is actively involved in her church community and participates in charitable initiatives affiliated with her church. She loves spending time with her family and enjoys traveling, hiking, Zumba, and practicing vinyasa yoga.