Share

Meet Yolanda Meade, a Philadelphia native with a deep-rooted passion for helping others succeed financially. Her journey began with a desire to build a lasting legacy for her family, particularly her young son, which led her to explore multiple career paths, from technology and business to healthcare. Eventually, a pivotal experience in tax preparation sparked her commitment to become the kind of tax advisor she once wished for—a professional who educates clients and offers unwavering support. Yolanda now dedicates herself to providing personalized tax solutions and guidance that enable her clients to make informed decisions and reach their financial goals.

 

It’s an honor to speak with you today. Share with the readers of Sheen Magazine who you are and your story. 

Hello, my name is Yolanda Meade, and I’m from Philadelphia, PA—the city of brotherly love and cheesesteaks. Back in the ’90s, I was a happy kid who loved playing outside but always made sure to be home before the streetlights came on, as my grandma didn’t play around!

Growing up, I attended four elementary schools, two middle schools, and two high schools, which shows I was quite the nomad! I graduated in 2010 from Delaware Valley Charter High School on my birthday, June 18th, and I was proud to graduate with honors. After high school, I jumped right into college studying at DeVry University for computers and coding. However, I soon realized that I wanted to change my career path, so I began exploring opportunities in business, sales, and marketing. This shift sparked a passion for entrepreneurship. 

After completing three years of college, I discovered another passion for helping people, which led me to attend Carrington College to become a Medical Assistant. 

Around the age of 23, I became a mother to a handsome young prince who changed my life. I can honestly say that having my son ignited a new passion within me—the drive to start my own business and leave a lasting legacy.

What led you to start a career as a tax professional, and can you share a pivotal moment or experience that influenced your choice? 

I started my career as a tax professional due to a personal experience I had with another tax professional. I witnessed firsthand how he never shared valuable information about saving on taxes or how to update my W-2. 

This lack of guidance left me feeling uninformed and frustrated. I will never disrespect another professional I just know what I need as a client. 

It inspired me to pursue a career in this field so that I could provide clients with the knowledge and support I wished I had received. My goal is to empower others with the information they need to make informed financial decisions and maximize their tax benefits.

A pivotal moment for me was when I assisted a small business owner who was overwhelmed by tax compliance issues. Through our work together, I not only helped them resolve their challenges but also guided them in strategizing for future growth. 

Seeing the relief and gratitude on their face solidified my commitment to this field. It became clear to me that my role as a tax professional could significantly influence the success and well-being of my clients, and that realization has fueled my passion ever since.

As a tax professional, what continues to drive your passion for this field, and how do you stay motivated year after year? 

As a tax professional, my passion for this field is driven by the opportunity to make a tangible difference in my clients’ lives. I find fulfillment in helping individuals and businesses navigate complex tax regulations, ensuring they maximize their benefits and minimize their liabilities. 

To stay motivated year after year, I focus on continuous learning and professional development, keeping up with the latest tax laws and industry trends. Engaging with my clients and understanding their unique needs also inspires me to provide tailored solutions. Additionally, the challenge of solving intricate tax issues keeps my work dynamic and rewarding, reinforcing my commitment to excellence in this field.

Who are some of your inspirational role models within the tax industry, and how have they influenced your approach to tax planning and advising? 

I have great honor and respect for my coach, Dr. Cozette M. White. Since I began working with her, my tax business has transformed, allowing me to attract a new clientele and better assist organizations and businesses. I vividly remember her corporate training session; the way she explained key concepts truly illuminated areas where I had been missing opportunities for new clients. Her insights have been invaluable in helping me expand my reach and enhance my services. 

Can you discuss how the tax industry has evolved and changed over the past few decades, including any notable shifts or trends from 10 years ago and 20 years ago? 

The tax industry has undergone significant evolution over the past few decades, influenced by technological advancements, regulatory changes, and shifting client needs. 

In the early 2000s, the tax industry was predominantly paper-based, with returns being prepared manually. This process required significant time and effort, as tax professionals relied heavily on hand calculations and physical documentation. The introduction of electronic filing was just beginning, and many clients still preferred in-person consultations. 

Around 2010, there was a rise in E-Filing and saying goodbye to paper filling. IRS promotes electronic submissions to streamline the process. This shift improved efficiency and reduced errors. Technological advancements in cloud-based accounting and tax software gained popularity, allowing for easier collaboration between clients and tax professionals.

Since the pandemic, the tax industry has experienced significant changes, particularly with the shift to remote filing. Clients now have the convenience of submitting their taxes online, which has streamlined the process. Additionally, the industry has embraced digital tools, including AI and machine learning, to automate various tasks, analyze data more effectively, and enhance client service. These advancements not only improve efficiency but also enable tax professionals to offer more personalized and strategic advice to their clients

If our readers were looking to work with you as a tax professional, what characteristics or traits should they possess? 

I am dedicated to assisting a diverse client base with their tax needs. I understand that each individual and business has unique financial circumstances and challenges. My goal is to provide tailored tax solutions that cater to the specific needs of my clients, ensuring they receive the best possible guidance and support. 

By fostering an inclusive environment and staying informed about various tax regulations, I aim to empower my clients to navigate the complexities of the tax system confidently.

Share with our reader what’s next for you. 

As I look toward the future, my next step is to begin investing in commercial property. I believe this endeavor will not only enhance my portfolio but also allow me to create opportunities that can positively impact the community.

Additionally, I am committed to helping more individuals and families find homes that meet their needs. I am excited about the potential to make a difference in people’s lives while also pursuing my professional goals. 

Where can our readers follow you on social media?

Readers can follow me on Facebook as Yolanda Meade and on LinkedIn as Yolanda Meade. 

 

Photo Credit: Julia Agnew &  Nathan Pearcy