I provide federal, state, and local tax compliance and consulting services, with a focus on the taxation of exempt organizations. I work with healthcare, not-for-profit, and for-profit companies, including single-location entities and multi-entity locations around the country. I assist clients with tax-planning strategies, accounting methods, and complex technical issues. I also hold a role in our National Tax Office and frequently counsel clients on Form 990, mergers and acquisitions, not-for-profit and for-profit transactions, restructuring, and current not-for-profit tax trends.
I have 15 years of professional experience and am a member of the American Institute of Certified Public Accountants, the Ohio Society of Certified Public Accountants, the American Health Law Association, and the TEGE Exempt Organizations Council. I’ve been involved in education development and presented on tax-exempt topics for these organizations and others, including the Illinois Society of Certified Public Accountants, the Ohio Hospital Association, and the Association of Independent Colleges and Universities of Ohio. I’m also the treasurer of Besa Community, a nonprofit that helps connect people to community service initiatives. I received my B.B.A. in accounting and business law from the University of Toledo and my Master of Taxation from Capital University Law School.