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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

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Blog February 12, 2019 4 min read
Private equity exit planning: Five key strategies to unlock maximum value
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Alert: IRS releases new forms and schedules for Sec. 965 transition tax
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Article February 5, 2019 5 min read