Trusted business adviser with more than 20 years tax experience
Co-chair of the tax department for all SS&G offices
Experience includes tax planning, research, and compliance for closely held businesses, including S corporations, corporations, partnerships/LLCs, and individuals
Engagement director responsible for initiating, coordinating, and performing key client functions
Coordination of tax personnel and administration, including training, technology, and process implementation
IRS, multi-state, and municipal audit representation and resolution
Implementation of business succession planning strategies
Consulting and compliance for corporate restructure and reorganization
Research, compliance, and consulting for divorce taxation
Education
Bachelor of Science in office management from Myers University
Bachelor of Science in accounting from Myers University
Professional
American Institute of Certified Public Accountants (AICPA), member
Ohio Society of Certified Public Accountants (OSCPA), member, supporter, and presenter