Overview
Amy's experience includes over 30 years assisting high net worth individuals and closely held business clients with tax planning, compliance, and consulting. She has worked extensively with the planning and review of individual, partnership, and corporate tax returns, and with tax planning in regard to stock options. Her experience also includes multi-state issues regarding nexus and apportionment.
Technical experience
- Tax planning, consulting, and compliance
- Multi-state issues
- Stock option planning
Education
- Bachelor of business administration in accounting from University of Wisconsin'Oshkosh,
graduated summa cum laude - Certified Public Accountant in the state of Wisconsin
In the community
- American Institute of Certified Public Accountants
- Wisconsin Institute of Certified Public Accountants
- American Red Cross, Outagamie County Chapter, Past Treasurer and Board Member
- Midday Business and Professional Women (BPW), Past Member