Skip to Content

Experience

I’m proud to serve as the co-leader of the business services group within our firm’s services industry practice. I advise and assist my clients in the implementation of tax strategies, including methods of accounting, multi-state tax planning and compliance, planning for liquidating events, and year-end tax planning. I also manage complex compliance engagements by coordinating with the overall engagement team, including assurance, National Tax Office, and tax solutions group members.

With over 18 years in the accounting industry, I’m known by my clients and colleagues for my straightforward approach to tax consulting and my ability to communicate even the most complex matters effectively. Overall, my goal is to be a true advocate for my clients.

I have a B.S. in accounting and a B.B.A. in finance from the University of Kentucky, an M.S. in taxation from the University of Cincinnati, and a J.D. from DePaul University.


Specializes In

Additional Thoughts

Urgent news for all Colorado retailers
Jeanette Tolar
Article October 18, 2018 1 min read
You tripped a loan covenant. Now what?
Webinar October 16, 2018 30 min watch
Three reasons software implementation projects fail
Manuel Rivera
Article October 16, 2018 5 min read
Alert: New tax credit for paid family and medical leave
Michael Krucker
Article October 11, 2018 5 min read