Who I work with
I serve small businesses with big growth objectives. My clients include law firms, medical practices and other service-based companies. I have extensive experience serving partnerships, S-corporations and individuals. If your business is combining, adding new professionals, or expanding into new states — virtually or through new locations — we should talk.
My specialties are business and individual income tax planning and compliance, including multi-state taxation. I lead clients through the planning and implementation of business combinations and transitions of ownership. Across my 15 years of experience, I have developed technical excellence in calculating compensation formulas and providing financial reporting and budgeting to support profitable growth.
Results I have delivered
I serve as an extension of my clients’ teams. I work closely with them to support short-term compliance matters and build the foundations to increase business value for long-term growth objectives.
Unique things about me
Music has been a big part of my life. I grew up around classically trained musicians and I played cello for many years. Today, I enjoy finding new genres of music to add to my playlists.
When I am not at work
I enjoy spending time with my daughter, especially watching her play basketball. We love to traveling to new destinations in Europe to experience new cultures and perspectives.
People say I am
Knowledgeable, light-hearted and caring