Ursula Case

Tax Preparer

Ursula is a Tax Preparer for FFP Wealth Management. She joined the CPA industry in 1983 after graduating with a Bachelors in Accounting from Western Michigan University.  She worked in a CPA firm, becoming partner in 1989 – 2013.  During her time in public accounting she specialized in audit, accounting and tax preparation for individuals, business, estates, trusts and non profits, succession planning for business and estates, strategic planning for both start up and ongoing operations. Industries Ursula has been involved with include manufacturing, wholesale, retail, medical professionals, service companies and not-profit sectors prior to her joining our team in January 2020.   

 

Ursula has served on many community boards in the past including Chamber of Commerce, Community Foundation and others.  She continues to serve as a volunteer and District Treasurer with St. Vincent DePaul. Ursula is married and together they have two married children, a grandchild and two golden retrievers, all of whom she enjoys spending time with.