I’m a CPA because I love learning. Tax laws are always changing; every client is unique; and each decision provides a different result. Every day I come to work and it feels like there’s a new puzzle on my desk waiting for me to put all the pieces together.
Breadth of experience. I oversee the preparation of nearly 500 tax returns every year, meaning I have helped thousands of businesses, individuals, estates, trusts, and non-profits comply with tax laws and save money.
Planning ahead. I have helped clients save thousands of dollars by planning ahead and recommending like-kind exchanges, purchase price allocations, cost segregation studies and other tax-saving techniques.
IRS veteran. I have responded to hundreds of letters from the Internal Revenue Service and other government authorities and successfully argued for penalty abatements, supported deductions claimed, and resolved numerous other inquiries.
BA, Summa Cum Laude Accounting/Mathematics, Transylvania University, 2007
Certified Public Accountant since 2008
Awarded highest score on Audit section for third quarter, 2007
Board of Directors and Executive Committee, Kentucky Society of CPAs
KYCPA Tax Committee Participant
Kentucky Society of CPAs
American Institute of Certified Public Accountants
Transylvania University Accounting Alumni Board
2018, Federal Tax Update for Individuals, Kinkead and Stilz Ethics and Tax Conference
2017, State Tax Implications of Mergers and Acquisitions, Kentucky CPA State Tax Conference
2016, Limited Liability Companies
2015, Estate Planning