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.
Master of Accountancy in Tax, Brigham Young University's Marriott School of Management
BS, Accounting major, Economics, minor, Brigham Young University's Marriott School of Management
10 years of experience serving tax-exempt clients' tax needs. Specific areas include Forms 990, 990-T and 990-PF compliance, state filing compliance, state charitable registrations, applications for tax-exempt status (Form 1023), unrelated business income tax (UBIT) analysis, and 501(r) compliance for 501(c)(3) hospitals. Clients include hospitals and health systems, senior living, FQHCs, colleges and universities, private schools, charter schools, associations, private foundations, social services, and the arts.
Instructor, Becker Professional Education, Minnesota, February 2008 - May 2016
Visiting Professor, DeVry University, Minnesota, December 2011 - October 2015
Intermediate Tax Analyst - Allina Health System, Minnesota, January 2011 - January 2012
In the community
American Institute of Certified Professional Accountants, member
Washington State CPA Society, member
Minnesota CPA Society, member
Minnesota chapter of HFMA, Newsletter Chair
American Health Lawyers Association, member