Overview
Terri has extensive tax and consulting experience serving family owned businesses. This includes compliance and planning work for the businesses, their owners and families.
Terri has given more than 150 presentations to local, state-wide, national, and international organizations on a variety of topics including health care reform, tax planning, and net investment income tax.
Technical experience
- Corporate tax planning and compliance
- Individual tax planning and compliance
- Business consulting
- Public speaking
Education
- Bachelor of business administration in accounting from University of Wisconsin—Madison
- American Institute of Certified Public Accountants, member
- Certified Public Accountant in the state of Wisconsin
In the community
- Humane Society of Sheboygan County, Treasurer
- Sheboygan County Chamber of Commerce, Past President and Board Member