Education

Certified Public Accountant (2002)

The University of North Carolina at Greensboro Bachelor of Science in Accounting (May 2001) Summa cum Laude

Brigham Young University Provo, Utah Pursued general coursework (1995 – 1997)

Overview

More than 15 years of experience in the field of public accounting specializing in corporate and individual taxation. Areas include: manufacturing, professional service, construction, and real estate companies along with small, family owned businesses with revenues $500,000 to $60 million. 10 years of experience working with Bankruptcy Trustees to prepare and review tax compliance filings as well as preference analysis. Experience working with assurance team members on preparation of reviews and compilations. Some experience working as part of the assurance team on audits. Assisted with oversight and implementation of internal software conversions in 2010 and 2013 with firm that was acquired by CLA.

Upcoming speaking engagements

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Resources and event materials

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