Meet your evolving needs with three integrated business lines in one professional services firm.


Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Education

Organizational Project Management Certificate (In Progress)

Enrolled Agent

Master of Business Administration in Accounting

Bachelor's Degree in Accounting

Overview

I have worked with nonprofit organizations for over 10 years, and I haveĀ focused on Federal Form 990 and Form 990-T. My goals are not only to help the organizations prepare accurate tax returns but also help the organizations build stronger governing body and organizational structure.

Unrelated business income (UBI) is also my favorite topic to discuss and consult clients.

I also worked with major labor unions to help them with their 5500 tax returns.

Upcoming speaking engagements

View More

Resources and event materials

View More

In the community

Member of Sigma Beta Delta, International Honor Society in Business, Management, and Administration