People

Rebecca M. Welnak

Principal

Rebecca M. Welnak

My goal is to understand each client’s unique circumstances and provide them with the insight and resources needed to navigate both complex and difficult situations.

Rebecca Welnak is a Principal in the Firm’s Commercial Business group at DGC, a division of PKF O’Connor Davies.

She has over 15 years of experience providing federal and state tax compliance, tax planning and advisory services to closely-held businesses and their owners across a variety of industries. She also advises clients on succession planning and estate and gift tax issues.

Rebecca takes the time to understand her client’s unique situation and quickly develops close, long-term relationships. She collaborates with her clients and provides insights that simplify complex situations and helps inform their decisions.

 

Professional Affiliations & Civic Involvement

  • Massachusetts Society of Public Accountants (MSCPA)
  • American Institute of Certified Public Accountants (AICPA)

Accreditations

  • Certified Public Accountant (Massachusetts)

Education