Who I work with
I work with companies of all sizes, from startups to multinational corporations across every imaginable industry. My clients include CEOs, CFOs, controllers and vice presidents of engineering who are looking for ways to increase cash flow to fund innovation. If your company designs, develops or improves products, processes, techniques, formulas or software – we should talk. You may be eligible to claim R&D tax credits.
I help clients leverage tax credits to save money. I use my technical knowledge of federal, state and international tax law to work closely with clients to identify and implement tax savings strategies. My specialties include:
- Federal and state R&D tax credits
- Specialty tax credits
- R&D tax credit audit defense
- Canada’s Scientific Research and Experimental Development (SR&ED) tax incentive program
- Tax credits for companies operating in the United Kingdom
Results I have delivered
I am known for my attention to detail and for being outcome-driven. I am proud to say that our team helps clients receive hundreds of millions of dollars in tax savings every year.
Unique things about me
Our family has a Bernese Mountain Dog named Finn and we I love to travel. My favorite leisure destination is Newport, Rhode Island.
When I am not at work
I love spending quality time with my husband and four children, and I am very active in their schools. During my free time, I love playing tennis with my ALTA and USTA teams at Cherokee Town and Country Club.
People say I am
Outgoing, direct, caring, fair and well-connected
I earned my BBA in Accounting from the University of Georgia. I enjoy giving back to my community through my affiliations with Christ the King Church and School and the Children’s Healthcare of Atlanta (CHOA) Fundraising Organization. Additionally, I’ve joined the Club Forest Community Club (CFCC) board and currently serve as the Vice President.