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.

Christy Willis

Education

Bachelor of Business Administration, Accounting, Western Michigan University

Overview

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.

Speaking engagements

Upcoming

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Recent

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Resources

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In the community

Oshkosh Family Inc. - Board Member