As the leader of our retail dealership practice at Plante Moran, I specialize in corporate and partnership taxation, including structuring, special allocations, and federal and state income tax planning. My clients include middle-market, privately held companies in the automotive, manufacturing (food and beverage), and financial services industries.
My goal is to explain technical tax issues in a way everyone can understand. My clients have many responsibilities on their respective plates, so I always aim to make their jobs easier, laying out all options so that the best course of action can be pursued. Having a positive attitude and being approachable and open to answering any questions has helped me develop long-term relationships with many clients.
I am frequently asked to speak on tax trends at various industry and community events. I’m a member of the AICPA and the Colorado Society of CPAs. I previously served as treasurer for ChildSafe Colorado, a great nonprofit that provides therapy for victims of sexual abuse. I received my B.S. in accounting from Mississippi State University and my M.S. in accounting from the University of Montana.
