Rachel Roan joined Wheeler Accountants in July 2025 as a Tax Manager, bringing with her more than 12 years of experience in tax planning and compliance. She focuses on serving high-net-worth individuals and families, with a specialization in individual income tax, trusts and estates, gifting strategies, and private foundations.
Prior to joining Wheeler, Rachel worked at Cohen & Company, where she built a strong foundation in personal and fiduciary tax work, supporting a broad spectrum of individual and family office client needs with precision and care.
Rachel holds a B.S. in Accounting and a Masters in Taxation, and is a licensed Certified Public Accountant. She also remains actively engaged with tax trends through local and national professional organization memberships.
Outside of work, Rachel enjoys spending time with her 12-year-old dog, Gibson, and unwinds through reading, crocheting, and painting. She has a passion for marine life, especially sharks, and loves visiting aquariums. She also lives next to Cuyahoga Valley National Park—Ohio’s largest—and takes full advantage of her location by kayaking, swimming, and exploring the natural beauty of Northeast Ohio.
Education/Accreditation:
- Bachelor of Science in Accounting, The University of Akron
- Master’s in Taxation, The University of Akron
- Certified Public Accountant
Memberships:
- Ohio Society of CPAs
- American Institute of Certified Public Accountants (AICPA)
- Akron Estate and Tax Council