Background & expertise

Rachel K. Lloyd, CPA, CITP, is a Certified Public Accountant and Certified Information Technology Professional with over a decade of experience in tax compliance and planning. Her CITP designation — an exam-based certification exclusively available to licensed CPAs — reflects her deep commitment to the intersection of accounting and technology.

She works at the crossroads of these two disciplines, helping translate complex financial and technical concepts into clear, actionable language that people can actually use.

Known for her data-driven approach and personable style, Rachel builds trusted relationships with clients and colleagues alike — bringing both analytical precision and genuine warmth to every engagement.

She is passionate about the evolving role of technology in modern accounting and the difference that clear communication can make in an increasingly complex world.