Heartwood Tax Consultants
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For more information call (804)327-4454
For more information call (804)327-4454
Lesley grew up in Northern Virginia and graduated from the University of Virginia with a B.S. in Commerce, concentration in Accounting. Lesley began her professional career with Deloitte & Touche in Washington, D.C., where she served both publicly-held and privately-held businesses, as well as high-net-worth individuals. Lesley also served on the Firm’s U.S. Tax Desk in Sydney, Australia and was a member of Deloitte’s Washington National Tax Office, where she acted as a technical resource to the Firm’s U.S. practice offices on a wide variety of tax issues. During her time with Deloitte, Lesley gained valuable experience in tax compliance, planning, research, and tax controversy services. Lesley obtained her M.S. in Taxation from American University while working in D.C.
After relocating to the Richmond area and taking a break from her career to focus on her family and young children, Lesley was connected to Susan Norfleet through a mutual friend, and returned to the accounting world. During her time with Susan at Norfleet, Musselman & Company, Lesley has provided tax compliance and planning services to a wide variety of clients, and has acted as a resource for tax research and other technical issues. Lesley believes that excellent client service is the result of a working relationship built on trust, honesty, and a thorough understanding of her clients’ needs, and is grateful for the opportunity to provide that level of service to the clients of Heartwood Tax Consultants.
Lesley and her husband Curtis live in Midlothian with their daughters Abigail and Madeline, and their rescue beagle Scotch. Lesley enjoys working in her yard, cheering her kids on from the sidelines, spending time with her family in the Blue Ridge Mountains, and attending UVA sporting events (Go ‘Hoos!).
Allene moved from her hometown of Syracuse, NY to Richmond shortly after graduating Magna Cum Laude from Lake Erie College, where she double majored in Accounting and Equestrian Studies. She gained valuable experience in client service while working at a regional accounting firm before joining KPMG’s audit department, and then moving out to serve as Assistant Controller at a former audit client.
After taking a few years off to parent young children Allene joined Susan in her newly established firm known as Norfleet, Musselman & Company. Allene role has expanded over the now 20 years she has been serving as a tax professional to include service to all of the firm’s estate and trust clients and all gift tax and estate tax return preparation. In addition to these particular areas of expertise, Allene is experienced in all areas of individual income tax planning and preparation and has assisted many families in dealing with filing requirements and transfer of wealth planning resulting from a spouse or parent’s death.
The thing that continues to energize Allene to bring her very best effort to work each day is the opportunity to provide support, sound financial and tax council, and a solution to the stress and anxiety experienced by many surrounding financial decisions and tax matters.
Allene and her husband Doug live in Richmond’s West End. Allene is an avid horsewoman, delights in time spent with family and friends, and is an active covenant partner in Third Church, where she has served in many leadership roles over the years.
