I serve as a trusted adviser to public and private companies and family-owned businesses to identify and maximize tax and economic incentives, including Research Tax Credits and Work Opportunity Tax Credits to support corporate development and business growth.
My Approach
I believe in crafting collaborative and innovative solutions tailored to each client’s unique journey. I find joy in turning challenges into opportunities, working alongside my clients to create a clear path to success.
My career has led me through diverse roles, from negotiating contracts in healthcare to risk management at a life insurance company. Fueled by my enthusiasm for spreadsheets and business writing, I’ve strengthened my skills with an MBA specialized in finance and earned a law degree while working full-time. A significant shift in my career occurred when I joined a ‘Big 4’ accounting firm. Here, I advised clients under the state and local tax umbrella where projects addressed issues spanning indirect tax, income/franchise tax, and merger and acquisitions.
I’ve had the privilege of serving clients across various industries, including manufacturing, medical device, and retail. This is where I found my professional stride. What inspires me most is witnessing the passion my clients bring to their creative pursuits. My natural curiosity enables me to connect with their aspirations, guiding them to minimize tax liability and create tax benefits, ensuring they have the resources to propel their ventures and bring their visions to life.
Outside of work, my husband and I enjoy camping and hiking with our energetic twin toddlers and two small dogs. In quieter moments, you’ll find me in a sunny spot with a good book or going for a long run, which gives me a peaceful break.
Practice Areas
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Specialty Tax Credits & Incentives
