Education

University of Missouri - St. Louis - Bachelor of Arts - Accounting - 1999

Overview

CPA and EA (Enrolled Agent) responsible for tax compliance, tax research and tax planning for all types of entities, including not-for-profit, individual, and for-profit business clients.  I have over 17 years of experience with all types of not-for-profit entities particularly senior living, social service organizations, and credit unions as well as experience with individuals, for-profit corporations, S-corporations, and partnerships.  I have represented both not-for-profit and for-profit clients in IRS exams and at IRS appeals.  I have served on firm internal inspection teams on both the not-for-profit and for-profit sides multiple times.  I have also taught internal classes on multiple occasions on not-for-proft taxation topics at the LEAP training.

Upcoming speaking engagements

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Resources and event materials

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In the community

Member of AICPA & MSCPA, past board member of Project, Inc. - Missouri's oldest sheltered workshop