Rachel Efthemes Partner

Rachel Efthemes

Rachel delivers specialized personal income tax planning and consulting services to high net-worth individuals and their families. She is also actively involved with staff recruiting and the training and development of tax department personnel on topics ranging from general tax compliance matters to complex treatment of flow through investments, required disclosures and related items.

Rachel has been published in Bloomberg BNA: Pension and Benefits Daily, Meadowlands USA and quoted in Barron’s. She was an adjunct professor at Fairleigh Dickinson University where she taught Federal Income Taxation of Individuals to graduate and undergraduate students.

Rachel graduated from Kutztown University with a Bachelor of Science in Accounting, summa cum laude, and received a Master of Science in Taxation from Fairleigh Dickinson University.

Industry Expertise

High Net-Worth Individuals & Families

Entrepreneurs, Professionals & Executives

Service Specialties

Estate & Gift Tax Planning
Financial Tax Planning

Succession Planning
Tax Planning & Compliance

Licenses & Certifications

Certified Public Accountant, New Jersey, Colorado (CPA)



American Institute of Certified Public Accountants (AICPA)

New Jersey Society of Certified Public Accountants (NJSCPA)

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