Tara Cordato, CPA
Partner, Senior Wealth Advisor
Tara, a Certified Public Accountant, joined R&A in April 2012. As the firm’s Director of Tax Services, Tara’s primary responsibilities include supervising and organizing the tax return preparation for individual, trust, and business tax returns. She leads the tax team to provide personalized tax planning for R&A’s individual and business clients. Tara also manages the firm’s Charitable Committee, which handles everything from client events, to team building exercises, to firm-wide charitable initiatives.Prior to joining the firm, Tara spent three years at OUM, LLP, a CPA firm in Carlsbad where she handled bookkeeping, tax planning, and tax return preparation. She also worked at JGD & Associates in Sorrento Valley preparing tax returns and doing tax planning for individuals and corporations. Tara graduated with a bachelor’s degree in Business with emphasis in accounting from California State University San Marcos and received a Masters in Taxation from National University. She earned her Certified Public Accountant license in January of 2011.
Her industry associations include:
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants
- National Association of Personal Financial Advisors (NAPFA)
- Jewish Community Foundation – Trusted Charitable Advisor (TCA)
- PFS Credential Committee Member
On the personal side:
When not at the office, Tara enjoys spending time with her family. She has two sons and a daughter who keep her busy! She enjoys volunteering in their classrooms and with their sports teams. In her free time, she loves running, hiking, and being outdoors. Her summers are usually spent at the beach with her husband and kids.
Some things you might not know about Tara:
She likes listening to country music, going to concerts, and is an avid reader. She loves traveling and one of her favorite spots to visit is the North Shore of Kauai. She is also a big hockey fan and her favorite team is the LA Kings.