Theresa Rose Loucanides, MBA, EA

Senior

Contact
Theresa Rose

Location

Remote

Core Services

Tax
Tax

Areas of Expertise

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Theresa supports Opsahl Dawson's Tax team with a focus on trusts, with growing experience in estates and foundations. She earned her Bachelor of Science in Accounting, with minors in Dance and International Business, as well as her Master of Business Administration from Georgian Court University in Lakewood, New Jersey.

Theresa brings experience from her role as a Tax Officer at Greenleaf Trust, where she worked with trust clients, as well as her time as a Tax Manager at Intuit TurboTax, where she led a team of 30 tax professionals. She enjoys the ever-changing nature of tax work and approaches each return as a unique puzzle to solve, staying engaged with evolving regulations and client needs.

Outside of work, Theresa enjoys dancing, running, reading, and crocheting. A fun fact—her favorite activities include escape rooms and haunted houses.