Teresa Wisniewski

CPA, QuickBooks ProAdvisor®
Supervisor
Cleveland, OH
Resident of Independence, OH
Rea Team Member Since 2017
  • Teresa works on individual, corporate, and nonprofit tax returns. She also helps clients with QuickBooks® questions.

Topics or area of expertise that Teresa can talk about (even in her sleep):

  • Nonprofits, she earned the AICPA Not-For-Profit Certificate I, which helps her with various aspects on nonprofit organizations.
  • Consolidated tax returns in Prosystems tax
  • Individual tax returns
  • Assisting clients with monthly journal entries
  • QuickBooks®

How we know she knows what she's doing:

  • She holds a bachelor's degree in accounting from Youngstown State University where she graduated Cum Laude
  • She has over 20 years experience in the accounting industry
  • As of 2018, she is a QuickBooks ProAdvisor®
  • She joined Rea as part of the 2017 Walthall merger

Furthering her professional development, Teresa is involved with:

  • American Institute of CPAs
  • Ohio Society of CPAs
  • Cuyahoga Valley Scenic Railroad-Polar Express
  • IHS PTO Treasurer

When she's not in the office, you can find her:

  • Biking with her husband

How she's helped clients meet their business needs:

  • Teresa helped a client resolve an issue with the IRS. The client was not receiving a refund from their mother's estate because he was missing some information. Teresa was able to get the refund sent to the client.
  • Another client had a problem with creating a QuickBooks copy. She was able to assist the client by walking them through the process.
  • She helped a client with their fixed assets. She had to assist the client with basic entry on where the item should be coded and why.

Inside The Mind Of...

  • What does "A Brighter Way" mean to you? Providing top notch quality work and better opportunities for our clients.
  • What's your favorite aspect of your job? Finding solutions for clients. By helping them, I feel I have done my job.
  • What line of The Rea Way describes you the best? Take your work personally.

Just For Fun:

  • What is the number one reason you would hire you? I am a hard worker, I meet deadlines on time and very aware of client needs. I am reliable and responsive to the client.
  • What was your first job? I was an aerobics instructor for Elaine Powers.
  • What is one trait you possess that you inherited from your mother or father? One trait I inherited from my mother is persistence, we never give up.
As a professional I take my work personally. I give my all by listening to my clients and helping them with their needs.