Education

University of Toledo

Bacherlor of Business Administration, Accounting (December 2008 graduation date)

 

 

 

Overview

Technical experience:

  • Preparation and review of Forms 1040, 1120, 1120S, 1065, 990, 990-T
  • Manufacturing & distribution
  • Financial institutions
  • State & local income tax
  • Frequent speaker on topic of newly signed tax reform and how it affects both individuals and businesses

 I have nine years of tax experience in a wide variety of businesses and individuals with a significant focus on providing tax services for closely held businesses including service companies, manufacturing companies, and financial institutions.

I also have an emerging focus area in state and local income taxes. I have prepared and reviewed large multi-state business tax returns. I have also been involved in state nexus research projects, revenue sourcing projects, and various other state & local tax issues.

 

 

Upcoming speaking engagements

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Resources and event materials

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In the community

Food for Thought, Toledo - current board member and former treasurer (2013 - present)

EPIC Toledo - corporate member