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.
Bachelor of Business Administration, Accounting, Western Michigan University
Serve client accounting needs by managing individual, business and exempt organization engagements and building lasting relationships. Perform tax planning and consulting for individuals and business clients. Preparation and detail review federal and state income tax returns for individuals, businesses, and exempt organizations. Detail review monthly compiled financial statements and annual compilations and reviews. Training and development of staff. Provide compilation, review, and Quickbooks consulting services.
In the community
Oshkosh Family Inc. - Board Member