Education

  • Masters of Accounting from Washington University in St. Louis, Missouri
  • American Institute of Certified Public Accountants
  • Certified Public Accountant in the states of Washington

Overview

I have more than five years of public accounting experience specializing in tax compliance, planning, and consulting services with a focus on privately held manufacturing/distribution and health care organizations. I have extensive experience in c-corporation, partnership, s-corporation, and individual taxation.
 
  • Review and preparation of corporate, partnership, and individual tax returns (Federal and State)
  • Review and preparation of federal and multi-state tax provisions
  • Provides in-depth tax research and planning
  • Works with large privately held companies with significant SALT filing requirements

Upcoming speaking engagements

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Resources and event materials

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