I have extensive experience with a multitude of common tax issues facing large and middle-market manufacturers, including research credits, IC-DISC filings, inventory, and §263A. I have worked with several large and/or complex organizational structures, including internationally active and multi-state organizations, and have a thorough understanding of the tax implications and planning needed for mergers and acquisitions. Also, unique among the usual offerings of a regional accounting firm, I have expertise in ASC 740, Accounting for Income Taxes. These skills, paired with my unique focus and expertise in project management, give me the ability to deliver high-level tax services with a degree of personal attention that typically is not found in working with larger accounting firms.
I hold a Master of Accounting degree from Northern Kentucky University.