I am the tax director of our Cleveland office. I specialize in advising business owners and executives on proper tax compliance and maximizing cash flow through tax planning and consulting. I have a focus in our national healthcare for-profit tax practice, where I draw on my more than 25 years’ experience to provide tax services to healthcare providers (including long-term care facilities) and clients in the service and manufacturing and distribution sectors.
One of my biggest accomplishments with the firm has been overseeing the tremendous growth of the Cleveland tax team and the for-profit healthcare tax team, where there have been plenty of opportunities for staff development and to share my expertise. It’s a pleasure to work for a firm where I love what I do, and I think it’s very satisfying to help others navigate their way through our tax system and accounting matters every day.
I’m often asked to speak at industry conferences, such as the Ohio Society of CPAs and the Ohio Health Care Association, on tax matters impacting the senior care industry. I also presented a webinar sponsored by Evans Senior Investments on a variety of tax topics impacting the senior care industry. I’m a member of the AICPA, the Ohio Society of CPAs, and the Cleveland Tax Club. I have an accounting degree from Miami University in Ohio.