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

AICPA releases new guidelines for SOC 2 reports: What you need to know
Sarah Pavelek
Article April 17, 2019 2 min read
Professional services firms: Are your internal controls up to par?
Jack Kristan
Article April 16, 2019 4 min read
Outsourcing IT services is the "new normal." But is it for you?
Sri Chalasani
Article April 11, 2019 4 minute read
Leverage data & technology to close supply chain capability gaps
Matt Stekier
Podcast March 25, 2019 26 min listen