Overview
Jamie works with emerging and middle‑market companies across multiple industries, with a primary focus on manufacturing, technology, telecommunications, wireless, software, SaaS, and professional services. Known for being a trusted advisor and relationship builder, Jamie helps multi‑state businesses navigate complex state and local tax (SALT) landscapes with clarity and confidence.
Experience
She has deep experience in multi‑state tax planning and structuring, SALT income tax compliance, and advisory, consulting, and controversy support. Jamie works with companies operating across numerous jurisdictions to evaluate nexus, assess exposure, streamline filing obligations and mitigate audit* risks.
Jamie partners closely with clients to deliver proactive, data‑driven solutions tailored to each client’s multi-jurisdictional challenges. Her recent work showcases her value by identifying and quantifying SALT exposure across 20+ jurisdictions, enabling clients to address compliance gaps and mitigate potential liabilities exceeding $1–3 million. Jamie’s approach includes advising on voluntary disclosure and remediation strategies, which have reduced assessed liabilities by 30–60% compared to original estimates, and helped companies refrain from getting penalties and interest totaling hundreds of thousands of dollars.
Education & Affiliations
Jamie holds a BS in Business Administration and an MAcc from Western Carolina University and is an active member of NCACPA and AICPA.
*Aprio assurance, attest, and audit services provided by Aprio, LLP.