Rebecca M. Welnak
Director, PKF O'Connor Davies Advisory LLC
"My goal is to understand each client’s unique circumstances and provide them with the insight and resources needed to navigate both complex and difficult situations."
Rebecca Welnak has nearly 20 years of experience providing tax planning and consulting along with federal and state tax compliance services to businesses and their owners across a variety of industries, including technology, manufacturing, distribution, architecture, engineering, and professional services.
Her clients range from small, privately held businesses to large, complex companies and she focuses on tax consulting and compliance services to businesses with multistate operations helping them navigate the matrix of state and local tax issues.
Rebecca takes the time to understand her client’s unique situation and quickly develops close, long-term relationships. She collaborates with her clients and provides insights that simplify complex situations and helps inform their decisions.
Professional Affiliations & Civic Involvement
- American Institute of Certified Public Accountants (AICPA)
- Massachusetts Society of Public Accountants (MassCPAs)
Accreditations
- Certified Public Accountant (Massachusetts)
Education
- Bentley University, Master of Science degree in Taxation
- Bentley University, Bachelor of Science degree in Corporate Finance and Accounting