Overview
With a decade of experience in accounting and tax preparation, I specialize in nonprofit tax strategy, helping organizations navigate IRS complexities while maintaining their tax-exempt benefits. My expertise in Form 990 and 990-PF filings ensures that private foundations and nonprofit leaders avoid compliance pitfalls while strengthening their ability to serve their communities.
I began my career in public tax, focusing on high-net-worth individual tax returns before transitioning into the nonprofit space, where I help organizations meet IRS regulations and tax-exempt requirements with confidence.
Beyond tax strategy, I thrive in both structure and creativity, balancing precision with storytelling. Whether unraveling tax complexities or crafting artistic narratives, I seek meaning in the intersection of logic and imagination. I turn to fantasy books, diamond art, and book nooks to unwind, reset, and find inspiration in creativity.
As a leader in CLA’s DEIB initiative, I helped establish belonging groups, ensuring employees have a space to feel supported and valued. This work reflects my passion for authenticity, inclusivity, and creating meaningful connections.
At my core, I believe in empowering nonprofits with clear, effective tax strategies that not only ensure compliance but also support their long-term impact and financial resilience.
Education
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Bachelor of Applied Science in Accounting
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One-Year Certificate in Bookkeeping
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One-Year Certificate in Accounting
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Associate of Applied Science in Secretarial Science
In the community
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Former President & Founder, C.U.B.S. (Community for Uplifting and Benefiting Students).
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Former Treasurer, Athena Akron, Inc.
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Member, Ohio Society of CPAs
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Enrolled Agent (EA), Internal Revenue Service
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Honors Member, National Society of Leadership and Success
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Delta Mu Delta Honor Society