Candace Berg Tooke
Henry+Horne is the very best accounting firm in Arizona. We have more women partners than any other firm, and because we’re locally owned, we can be a lot more responsive in treating our clients as individuals and not trying to put people into a box that fits with the corporate model.
About Candace
Candace Berg Tooke specializes in estate, gift + trust planning for high net worth individuals and business owners. She consults on income tax planning and compliance, business succession planning and works with her clients’ other advisers to keep complicated business and estate planning structures operating smoothly.
Candace also works with families following the death of a loved one to administer the estate plan, prepare necessary tax filings and help allocate assets. Her goal is to show her clients how much she cares and to nurture them through the process of doing tax work and necessary estate administration, but with warmth and empathy during difficult times.
Before joining Henry+Horne in 1999, Candace spent eight years at an estate and trust law firm which gave her a strong foundation for advising clients in their estate planning. She also worked for a national CPA firm as well as local CPA firms and had her own practice.
Candace is passionate about giving back to the community because she sees how her clients’ efforts really make a difference and it allows her to add value in helping them plan so that their dollar goes further with a tax benefit.
When she’s not working, Candace enjoys going to museums and aquariums, especially with her family. She also loves spending time outdoors enjoying nature.
Education
Arizona State University, Bachelor’s degree, Magna Cum Laude
Affiliations
American Institute of Certified Public Accountants
Arizona Community Foundation, Professional Education Series Planning Committee
Arizona Society of Certified Public Accountants
Central Arizona Estate Planning Council
Desert Botanical Garden, Planned Giving Committee
Did you know?
What was the first thing you ever won?
Poster contest – 5th grade.
What do you hate the sound of?
An air horn.
What dish do you cook well?
Macaroni and cheese.
What junk food is your weakness?
Jelly Belly jelly beans – flavor – Juicy Peach.