Anne Covert is an experienced tax professional with a background in tax preparation and financial planning. Currently serving as a Seasonal Tax Preparer at The Bonadio Group since October 2018, Anne previously held the position of Tax and Financial Planning Specialist at Nixon Peabody from January 2009 to May 2018, where responsibilities included coordinating tax compliance for high net worth individuals and producing comprehensive financial planning reports. Anne also worked at JPMorgan from 1997 to 2008 as a Vice President & Tax Officer, managing approximately 675 fiduciary and personal accounts while consistently achieving portfolio completion goals. Anne holds a Bachelor of Arts degree in Accounting from the State University of New York at Oswego.
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