Broker Check



Joanne Natale, CPA, CFP®




As a CPA & a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over thirty years of experience in public accounting, Joanne has counseled hundreds of small business owners and individuals on how to minimize taxation, create business...

Read more

April Heiser-Liedike, EA

Enrolled Agent

484-863-3885 Ex.25


April Heiser-Liedike heads up the Limerick office of Proactive Tax Strategies, Inc. She began in the financial industry in 2003 and added tax preparation to her practice in 2007 following in her late father's footsteps.

Read more

Natalie McMichael, EA

Sr Accountant / Enrolled Agent

484-863-3885 Ex.11


Natalie McMichael is a Sr Accountant and an enrolled agent who handles the corporate accounting work, individual and corporate tax return preparation, payroll and sales tax returns and QuickBooks training (desktop and online versions).

Read more

Nicole Percetti

Jr Accountant

484-863-3885 Ex.12


Nicole is our seasonal tax preparer and a college graduate from La Salle University with a bachelor’s degree in Accounting. She is currently studying to become a Certified Public Accountant and also serves as the local tax...

Read more

Paula Walpole

Administrative Assistant

484-863-3885 Ex.10


Paula joined the team in 2017 and assists on both the Tax and Accounting and the Financial Planning sides of the business. She continues to expand her skills in tax preparation and navigating the financial industry requirements to...

Read more