Diane Shea brings a strong foundation in finance and a genuine passion for helping clients navigate the tax process with confidence. She is dedicated to ensuring each return is completed accurately and on time, providing clients with a smooth and reliable experience.
Diane earned her degree in Finance from the University of Wisconsin-Oshkosh and began her career in tax preparation through a college internship with H&R Block. Over the years, she continued to build her expertise with the firm, ultimately joining full-time in 2021. In January 2023, Diane became part of the TMS Financial team, where she focuses on preparing individual tax returns. During the off-season, she also supports the accounting department, contributing her skills across multiple areas of the firm.
Outside of work, Diane enjoys spending time with her husband, Mike, and their two dogs, Hulk and Beast. She also loves traveling, reading, and making time for her extended family.
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*Diane is not affiliated with Osaic Wealth.