Overview
My experience encompasses over 30 years in public and private accounting, from data entry to financial statements, tax preparation (federal and state) for trusts, estates, gifts, individuals, and businesses, along with keeping current with QuickBooks as a ProAdvisor.
Technical expertise includes:
- Trust, Estate and Gift tax preparation
- Individual and Business income tax preparation
- Form LM-2 preparation
- Washington State BARS compliance
Education
- Bachelor of science in accounting Central Washington University
- Certified Public Accountant in the state of Washington
In the community
- WSCPA Tri Cities Chapter Board Member, 2014 - current
- Member of the Washington Society of Certified Public Accountants
- Member of the American Institute of Certified Public Accountants
- Member of the Tri-Cities Estate Planning Council (WA)