About Uhart Tax & Financial - Meet Your Tax Strategy Team | 01/14/2026

Meet Your Tax Strategy Team

Professional Excellence in Comprehensive Tax Planning

Our experienced team combines advanced tax expertise with comprehensive tax strategy planning to help you make tax decisions that support your complete wealth-building and life planning goals.

Angela Ledwedge

Enrolled Agent / Tax Strategy Advisor

As the principal of Uhart Tax & Financial, Angela brings a unique combination of federal tax authority and comprehensive tax planning expertise to every client relationship.

Angela's approach goes beyond traditional tax preparation to develop comprehensive tax strategies that consider retirement planning impacts, life event tax implications, estate tax coordination, and year-round tax optimization as part of your complete wealth-building plan.

Her commitment to client education and empowerment means you'll understand not just what tax decisions to make, but how those decisions impact your broader wealth-building goals and why they're the right choices for your family's long-term success.

Professional Authority & Credentials

As an Enrolled Agent, Angela has unlimited IRS representation rights at all administrative levels—one of only three types of professionals (alongside CPAs and attorneys) authorized to represent taxpayers directly to the IRS. This federal authorization, combined with her comprehensive tax planning expertise, provides clients with both professional advocacy and strategic tax partnership.

Our Professional Tax Preparation Team

Experienced, Credentialed Professionals Supporting Your Tax Strategy Success

Marissa

CTEC Registered Tax Preparer
CTEC# A353088

Marissa brings expertise in individual and family tax preparation with a focus on accuracy and optimization. Her CTEC registration ensures she meets California's professional standards for tax preparation excellence.

Sharon

CTEC Registered Tax Preparer
CTEC# A258627

Sharon specializes in detailed tax preparation and client service, ensuring every return is prepared with precision and care. Her CTEC credentials reflect her commitment to professional tax preparation standards.

Kellie

Tax Preparation Specialist

Kellie brings over 20 years of experience in the tax industry, providing essential support to our tax preparation process and client service operations. With her PTIN credential and extensive background, she ensures our team maintains the highest standards of tax preparation integrity.

Our Approach to Tax Strategy Success

We believe your tax advisor should be a comprehensive architect of your family's tax strategy, helping you understand how tax decisions impact your complete wealth-building plan.

Education & Empowerment

We believe in teaching you the "why" behind every recommendation, building confident decision-makers rather than creating dependency.

Comprehensive Tax Integration

Your retirement tax planning, life event tax implications, estate tax coordination, and ongoing tax strategy work together as one integrated approach that considers your complete wealth-building goals.

Proactive Tax Partnership

We guide you through major tax decisions before you act, not after, ensuring optimal timing and strategic tax coordination that supports your wealth-building goals across all areas.

Long-Term Tax Partnerships

We build lasting partnerships focused on your lifetime tax strategy success, providing ongoing tax guidance through every stage of your family's journey and major life transitions.

Professional Excellence

Our team maintains the highest professional credentials and continuing education to ensure you receive expert guidance based on current law and best practices.

Transparent Communication

We provide clear explanations, realistic timelines, and honest guidance about what can and cannot be achieved in your specific situation.

Ready to Experience the Difference?

Our team is ready to develop your comprehensive tax strategy plan. From retirement tax planning and life event tax implications to estate tax coordination and year-round tax optimization—we handle it all with professional excellence and personal attention.

Office: 619-258-2033
Email: [email protected]
Address: 9745 Prospect Avenue Suite 204, Santee, CA 92071
Website: www.uharttax.com
Schedule Your Tax Strategy Consultation

Located in East County San Diego, serving families throughout California with integrated tax strategy guidance that supports long-term wealth and security goals.