- 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.
University of Toledo
Bacherlor of Business Administration, Accounting (December 2008 graduation date)
In the community
Food for Thought, Toledo - current board member and former treasurer (2013 - present)
EPIC Toledo - corporate member