I provide tax-planning opportunities to help my clients reduce their business and individual, tax burden. My clients are typically middle-market, owner-operated manufacturing entities, franchisors and franchisees, and PEG-owned entities.
Around the office, colleagues know me for my dedication to my clients and for getting the job done. My clients respect that I’m trustworthy and reliable.
I’ve been with the firm for almost 10 years. I feel that one of my greatest accomplishments is becoming a trusted advisor for my clients. Over the years, I’ve picked up clients from transferring or departing managers and had to build the relationship with the client and win their trust. My other accomplishment is the geographic expansion of my client base. I started working with clients mainly in the Toledo area and now have clients all over the country.
I’m often asked to participate in client presentations and internal trainings. Recently, I spoke to a board on what non-accountants should know about the financials of the organization. I belong to the AICPA, the Ohio Society of CPAs, the Rotary Club of Perrysburg, and the Toledo Chamber of Commerce’s tax subcommittee and levy review committee. I received my B.B.A. and my M.B.A. from the University of Toledo.
I spend my free time with my husband and two boys, Caleb and Joey, around the Toledo area. When I get some “me” time, it’s usually spent reading just about anything I can get my hands on.
